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Design a Great Financial Life

We exist to help our clients design and live great financial lives.

Financial Success is Powered by Three Things

Plan

We all want to live our greatest financial life possible. But it doesn’t happen overnight.

Protect

Living a great financial life doesn’t just happen. The only way to comfortably secure your wealth is to have a plan.

Grow

Would you buy a new car and NOT take out comprehensive insurance on it? Of course not! The same should apply to your finances.

Do You have Wealthy Habits?

The vast majority of rich people didn’t get there by accident or luck. Accumulating wealth requires maintaining a specific set of habits that foster prosperity. See how you stack up with your Wealthy Habits.

PJ Patterson, CEO of Keystone Financial offers his take on global macro markets and how they affect you.

What Clients are Saying

David Murray, Optus

PJ has provided us with comprehensive and well reasoned advice. He is able to answer all of our queries and provided us with a detailed and clear plan. I would not hesitate to recommend him to anyone.

Teegan West, ServeCorp

My husband and I have been working with PJ now for over a year, PJ has helped us with our self managed super fund, property developments and getting our money right. PJ makes everything simple and easy to understand.

Brendon Hill, Seechange Management

PJ has given me advice in areas including loan products, self managed super funds and managing debt. PJ was usually able to explain things to me in a clear way. Through PJ’s knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received PJ’s full care and attention when I needed it.

Andre Scanell, NTT Ltd.

My relationship with PJ started when I commenced my property investment journey and he has not only taken care of all my loan applications and obtained excellent deals, but his knowledge and experience with both the property and share market has provided me with guidance and support when purchasing properties and personal shares.

We’ll Support You with

Lodgements

Lodging your returns and other information on time.

Video Updates

Weekly video updates regarding all the relevant updates around the market.

Up-to Date Compliance

Helping you stay ahead and up-to-date with legislative changes.

Accounting Services

Taxes and bookkeeping are boring, we can take care of that for you.

Technical Support

Supporting you with technical questions and issues.

Online Community

You can access our multiple online platforms so you can ask questions and receive realtime answers.

Be Part of
Something Special

Keystone Financial is committed to making significant impact around the world through our giving program. By partnering with B1G1 we have aligned our mission to the United Nations 17 sustainable development goals.