At PATRON our only business is acting on an on-going basis as personal adviser to its private clients. We work with you over the medium and long term to develop and implement your financial strategy and pro-actively manage your wealth.

Financial strategy and advice

• Initial personal consultations and advice on an appropriate portfolio strategy and structure leading to specific investment recommendations based on your unique circumstances.
• Personal consultation via e-mail, telephone, facsimile or appointment (as required) to discuss reports and recommendations.
• Regular comprehensive valuation reports on your portfolio.
• Formal annual review of your financial strategy, needs and objectives, including an additional valuation statement.
• When conducting your review we may recommend adjustments to your portfolio to facilitate achievement of your objectives as a result of recent developments in superannuation, tax, investment markets or legislation /regulation or from changes in your needs or circumstances over time. This would normally also include a review of such things as social security, health card and similar entitlements.

Tax advice

• Annual taxation reporting on all investments in the Personal Financial Service. You can simply drop the results straight into your tax return. By special arrangements our associated company, PATRON Accounting Advice, registered tax agent, can assist you to prepare and lodge your tax return.

Estate planning

• By arrangement we will assist your solicitor to review your will to ensure appropriate estate planning strategies are in place.
• We will work constructively with your existing accountant, lawyer or other professional advisers to maximise your personal objectives.
• Preparation and lodgement of the documentation necessary to implement your investment decisions from time to time.

Access to the best advice and latest information

• Ongoing communications through our Private Client Newsletter which will be sent to you regularly and on special occasions when major issues arise.
• Full access to your Client Relationship Manager, whose role is to ensure the smooth day to day running of your financial affairs.
• Invitations to periodic seminars that we run to update our clients on major developments.