Design a Great Financial Life
We exist to help our clients design and live great financial lives.
Financial Success is Powered by Three Things
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.
