About Keystone Financial

Award-winning and with over 20 years’ experience, we are a leading innovator in SMSF services.
 

Our Story

How do I start a Self-Managed Super Fund? 

How do I generate positive cash flow for my business? 

What does Full Cycle Investing really mean?

Our job, as Financial Advisors, is to answer these questions and many more. We put you in a position where you can confidently control your wealth and guide you into the best position for you, taking the stress out of your finances. 

At Keystone Financial, we have over 20 years of experience. Our CEO, PJ Patterson has been a broker in Australia since 2002, founding Keystone Mortgages, and has been a Financial Planner since 2008. Today, Keystone Financial will help you to solve all your financial problems. We will educate and guide you to become better equipped at dealing with inevitable market changes and keep your business grounded through the peaks and troughs.  

Our Services

Keystone Financial provides financial services to meet a broad range of client needs. These include:

  • Residential and Commercial Finance
  • Vehicle Finance
  • Plant & Equipment Finance
  • Cash Flow Finance
  • Reverse Mortgages
  • Self-Managed Super Fund (SMSF)
  • SMSF Lending
  • Personal Superannuation
  • Personal Risk Insurance
  • Personal Investment
  • Wills & Estate Planning

These are only a fraction of the services we provide, because we know every situation is unique. We will work with you to structure your finance needs in the most appropriate and effective manner.

Contact us directly to talk about the services we can provide for your situation.

Our Experience

We have a great deal of experience in working with property investors. We take a long term view of all transactions and look at requirements, not just for today but many years out. There are many traps and pitfalls with buying and holding investment property.

The founder of Keystone Financial (PJ Patterson) has been a Broker in Australia since 2002, 16+ years in total and a Financial Planner since 2008.

Meet the Team

PJ Patterson
CEO/Founder

Darren Borrington
Mortgage Administrator

Rebekah Walsh
Client Service

Lady Lising
Client Support Officer

Jon Jones
Digital Marketer

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