PJ Patterson Director and Senior Adviser
PJ established Keystone Financial with the goal of providing superior advice on the investment, insurance, superannuation and mortgage products available to everyone in a personal yet professional manner which keeps you in control of your future and your costs. PJ has been advising clients for over ten years and attributes his loyal client base to his personal approach to what can be an overwhelming and sometimes confusing subject: Your Financial Future. PJ is accredited with the major institutions and can compare products and policies from a multitude of providers to ensure you have the most appropriate product and structure for your circumstances.
"It's not only what you have that can make a difference to your financial future, but also what you don't have. Sometimes the simplest methods of investing can be the most effective. It's just how early you start. I have a young family and understand the importance of looking after your financial future for the next generation...."
PJ is supported by some of the most experienced members of the industry. With each team member having over 10 years experience in their field, you can be assured that PJ and the team at Keystone Financial are looking after your best interests every step of the way.
The Keystone Support Team
PJ is supported by a team of industry professionals to ensure you always receive the best customer service possible. As your circumstances and needs change, so does our capacity in which we serve you. Here are 5 of our most important roles:
1. ADVISER This is our primary role. We act in this capacity when we engage with you for the first time, at formal reviews and on each and every occasion when we provide you with a written advice document.
2. COACH A Coach is there to passionately help you achieve your goals. We will provide you with articles, newsletters, and general factual information. This information flow reinforces the messages and themes of our advice, and provides you with up to date information on your finances and the changing world we live in.
3. MENTOR Emotions such as fear and greed often cloud our financial decision making. We help to keep you focussed on the end goals, and allow you to deal with life’s detours and roadblocks in considered and thoughtful ways.
4. FACILITATOR Often we will need to engage the services of other professionals such as Solicitors and Accountants. We can provide introductions or work with your preferred suppliers to facilitate the outcomes you desire.
5. BROKER There may be occasions where we need to source product solutions for the strategies we recommend. At these times we look to source suitable, best of breed products at competitive prices. |
 The mission of Keystone Financial is to make a difference in the financial future of Australians by providing unparalleled service and the best investment, superannuation, insurance and mortgage products available in the market today. By treating all of our clients with integrity, understanding and respect we aim to tailor a solution for whatever financial needs you may have.
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