Patrik came into my life 10 years ago when I needed financial advice. At that point my eyes used to glaze over when people mentioned financial planning. Patrik increased my financial literacy so now I understand what we are working towards and have input into the decision making at each review. His expert guidance, personable manner and ease at explaining complex information has given me the confidence and trust that I am in a secure position financially approaching retirement. I would not hesitate in recommending his services.
Ann 62 years
When faced with unexpected financial challenges, engaging Patrik as my financial adviser was life changing.
Patrik’s expertise and experience, coupled with his compassion and care for my family has enabled me to move forward with certainty and assurance to live our best life.
We are immensely grateful for Patrik’s ongoing care, concern and unwavering support. His commitment to our financial success has truly made a difference in our lives. Thank you Patrik.
Sharon
Patrik Vachan was recommended to us by a friend who has worked with him for many years, and it has been our pleasure to have been clients of Patrik’s since 2017.
During our time with Patrik, he has not only helped us to expand our financial knowledge, but enabled us to be in a far superior position than we would have otherwise been.
Patrik is passionate about what he does, his service is very personalised and 100% client-focused, and he goes well beyond the extra mile in order to help his clients achieve their goals.
We see Patrik as not just a financial planner, but a valued friend.
We have recommended Patrik to several friends of ours, and we would not hesitate to recommend him to anyone seeking a financial planner.
E & J
Patrik has been involved in supporting our financial planning for almost twenty years.
Patrik has been able to successfully navigate for us the financial challenges we experienced with a young family and mortgage identifying key strategies to maximise opportunities.
As our family grew and our work and life changed, Patrik was always able to suggest alternative methods appropriate to our new circumstances.
Patrik has taken out much of the grind of financial planning for us, smoothly implementing the administrative process and preparing us for financial security.
Carl and Eva
We met Patrik in 2013. He has advised us the best way we can look after our financial needs.
Patrik is very knowledgeable and very helpful. He makes the whole process easy and understandable. Nothing is ever a problem. We look forward to working with him for many years to come.
Ben (48) and Belinda (47)
Patrik has been our financial advisor for more than 20 years. He first approached me (Sujan) as he had obtained retention portfolio and my superfund was not performing well at the time. Patrik visited me and convinced me that he will help me with my super fund. I am glad that I have met Patrik and my wife (Soo) has also transferred her superfund to be managed by him.
Our relationship with Patrik, he is more than just a financial advisor, he is a friend and also we consider him as family.
Patrik is efficient and honest and always assists us with our queries. We are so grateful that we met Patrik who is managing our funds.
Soo and Sujan
I owe Patrik a lot for the continual growth of my superannuation. Everything he has offered has been couched in evidence and he always gives me a range of options to consider. Patrik genuinely cares about his clients which is demonstrated over the last almost decade. I am proud to call him a friend.
Adam
My wife and I have been advised and guided by Patrik on our retirement financial strategies over the past 10 years, His no nonsense style of advice has helped us to achieve our retirement financial goals for the future. I would have no hesitation in recommending Patrik to my friends and acquaintances seeking superannuation guidance.
William
Patrik is a personable friend able to assist in planning for retirement and help develop strategies to ensure we have sufficient funds for a comfortable time during our retirement years.
Ian
