Patterson Wealth Partners

Our services

We make the world of investment and your opportunities within it simple to understand. No scary jargon, just personalised and easy to follow advice.

Financial planning and advice

Find out how to get from where you are to where you want to be.

  • Wealth creation
  • Investment analysis and planning
  • Investment advice
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Investment management

We take the hassle out of having to keep track of your investments.

  • Wealth Management
  • Investment Partnerships
  • Property portfolio management
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Why Patterson?

We think every person deserves the same opportunities to get ahead.

Quite often our clients come to us not knowing their financial position and what they can do to improve it. At Patterson Wealth Partners, we understand that everyone's definition of wealth is different. We take the time to look at who is behind the numbers because in the end, that's what it's all about.

What our clients say

“For some time, we had concerns over our lack of financial planning toward retirement. We had investigated financial planning services but had frequently come away with the feeling of being sold to rather than listened to. Fortunately, our experience with Pattersons was distinctly different.

Craig has established a culture of integrity, transparency and respect for clients’ financial security. We have developed a relationship based on trust and a dedication to improve our investment opportunities toward a more secure retirement.”

Jude & Ken Mackwell

Public Disclosure Document

View Public Disclosure Document March 2021