Financial planning

Get expert financial advice from advisors who understand you.

At Sky Wealth, we work with you along the way on life’s journey. Whether you are getting married, starting a family, embarking on the trip of a lifetime or planning to enjoy your years after work, we can help.

It all starts with understanding exactly what it is you want to achieve. We will then create your financial plan to help you get there.

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Grow and protect your wealth

Our Focus

Over 25 years of experience has taught us that a steadfast approach to a combination of:

  • a tailored portfolio approach;
  • the establishment of strong client-advisor relationships; and
  • a committed approach to meet the personalized investment objectives of our clients, which is critical to building trust and achieving the client’s goals.

We pride ourselves on our establishment of a trusting and mutually beneficial client-adviser relationship; which we sustain over time through the continued provision of timely analysis and bespoke advice; redefining the meaning of excellence in wealth management. It is through this focus that we are able to provide a service in which we are wholly committed to meeting the individual requirements and specific investment objectives of our clients ensuring that optimal outcomes are achieved for you.

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Our financial planning team

Sky Wealth take pride in helping your wealth grow.

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.

Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts. Not all debt is bad.

Portfolio Management

Our rigorous investment process has been proven over various market cycles and demonstrates a track record of delivering strong investment performance for our clients.

Why get financial advice?

Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?

The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Advisor could help you reach that potential and put thought into action, especially if you tend to put things off.

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How can financial advice help you?

The right financial advice can make a real difference and help you:

  • define and achieve your financial goals.
  • make the most of your money.
  • get any government assistance you are entitled to.
  • avoid expensive mistakes.
  • protect your income and your assets.
  • feel more in control of your finances and your life.

Patrick Quigley

Patrick has had in excess of 25 years’ experience in the financial services industry having held positions in highly regarded firms, namely J.P. Morgan, Mercer Wealth Solutions and Citigroup Stockbroking before starting his own practice.

Patrick is steadfast in his commitment to providing a portfolio which is tailored to the individual needs of each of his clients. Patrick specialises in providing investment solutions for clients with an existing self-managed superannuation fund. He strives to provide holistic solutions for all investment objectives and highly values the trust based client-adviser relationships which are formed through professionalism and commitment. Most importantly there is a full commitment to involving his clients at all levels of the management of their investments.

Patrick is a licensed Financial Adviser, holds a Bachelor of Business Studies with Honours, and a Higher Diploma in Business and Finance from Oxford Brookes University in England.

Patrick is President of the Ballarat Highlanders Rugby Union Football Club. His other sporting passions include cricket and the outdoors and he is slowly learning to appreciate the wonders of AFL footy.

He is happily married to Fiona and they have two young children, Grace and Hamish with whom he enjoys playing regular taxi driver for their many and varied sporting and social activities – the usual but important parenting commitments.

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Patrick Quigley is Authorised Representative No: 280945, and Sky Investments Solutions Pty Ltd  as trustee for Sky Wealth Unit Trust trading as Sky Wealth ABN 57 930397 801 is Corporate Authorised Representative No: 1281493 of Hunter Green Pty Ltd AFSL 225962.

Our Approach

At Sky Wealth, we know and understand that dedication to the client experience is the cornerstone of successful wealth management. While we specialise in self managed superannuation funds, we tailor our client experience and therefore strive to provide our clients with holistic solutions for all investment requirements.

Our desire to provide objectivity, flexibility and timeliness to our clients is highlighted by the fact that all client portfolios are structured to accommodate each of our client’s individual needs and requirements. We believe that by adopting this client orientated approach, we fulfil our mission to provide you with a tailored experience that results in a long term trusting and mutually beneficial client-advisor relationship.

Our sole aim is to honour your confidence in our proven ability to manage your wealth creation and retirement goals by continual review and communication with you.

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We strive to establish strong, enduring relationships with our clients built upon trust and mutual respect. We measure our success, not only upon our ability to deliver upon agreed objectives and equally as important, the longevity of our client relationships.

Sky’s the limit

Financial Advisors

Get personalised financial advice from advisors who understand your unique situation.

Our financial planning teams will meet with you for consultation. That’s how committed we are to our clients.

  • Contact us for a complimentary, obligation-free consultation
  • Let us understand your situation
  • Receive a whole new financial approach
  • Get information tailored to your business
  • Discover tax strategies
  • Go through a comprehensive financial health check

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