“Following our relocation to Australia we needed advice on how to navigate everything from life insurance, mortgages, tax and superannuation. Patrick was invaluable in this process. Not only did he provide an exceptionally professional and meticulous service, but a thorough needs analysis was performed for us and recommendations made. Patrick has a thorough understanding of the regulatory and product issues surrounding his service offering. Through this we were able to quickly and cost-effectively understand and implement a range of products best suited for our needs.

Patrick has also been an invaluable source of ongoing advice and service in this regard providing regular needs analysis reviews and product updates. I can recommend Patrick without reservation in an area that is not only very complicated, but very important to individuals.”

Brenton M. Saunders

Taurus Funds Management