With over 25 years of experience, we understand the importance of taking a consistent approach that combines:
- a tailored portfolio strategy
- strong client-advisor relationships
- a dedicated commitment to meeting our clients’ personalized investment objectives
This approach is essential to establishing trust and helping our clients achieve their goals.
At Sky Wealth, we take pride in building and sustaining long-term, mutually beneficial relationships with our clients. We achieve this by providing timely analysis and personalized advice, redefining the standard of excellence in wealth management. Our focus is to meet the unique requirements and specific investment objectives of each client, ensuring optimal outcomes are achieved.
We believe that trust is earned through transparency, integrity, and a personalized approach to wealth management. We are committed to helping our clients navigate the complex financial landscape with confidence and peace of mind. Our success is measured by the success of our clients, and we are dedicated to providing the highest level of service to help them achieve their financial goals.
THE CLIENT-ADVISER RELATIONSHIP
At Sky Wealth, we recognize the importance of building lasting relationships with our clients that are based on trust and mutual respect. We believe that our success is not only measured by our ability to achieve agreed objectives, but also by the longevity of our client relationships.
We are committed to understanding our clients’ unique financial goals and tailoring our services to meet their individual needs. We believe that open and honest communication is essential to building a strong client-advisor relationship, and we strive to ensure that our clients feel heard and understood throughout the process.
Our goal is to establish a partnership with our clients that is built on transparency, integrity, and a commitment to achieving their long-term financial objectives. We believe that by putting our clients’ needs first and providing them with personalized attention and support, we can help them achieve financial success and build a lasting relationship that endures over time.
At Sky Wealth, we understand that providing an exceptional client experience is at the heart of successful wealth management. While we specialize in investing on behalf of self-managed superannuation funds, we recognize that each client has unique investment requirements and strive to provide tailored solutions that address their holistic needs.
Our approach is centered around objectivity, flexibility, and timeliness. We structure all client portfolios to accommodate individual needs and requirements, ensuring that our clients receive a personalized experience that fosters a long-term, trusting, and mutually beneficial client-advisor relationship.
We are committed to maintaining open and transparent communication with our clients, ensuring that their wealth creation and retirement goals are continually reviewed and updated as needed. Our goal is to honor our clients’ confidence in our proven ability to manage their wealth by delivering customized solutions that help them achieve their financial objectives. With our client-centric approach, we are dedicated to building lasting partnerships with our clients that enable them to thrive financially over the long term.
Patrick has 26 years of experience in the Financial Services Industry both in the United Kingdom and Australia.
Patrick is a qualified financial adviser and has a particularly strong background in both domestic and international investments.
As a valued client, we have an offer to meet with Patrick to review your fiscal situation.
Sky’s the limit
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
Phone: 03 5332 8855
Office Address: 902 Howitt Street, Wendouree, VIC 3355, Australia
Postal Address: PO Box 2234, Bakery Hill, Victoria 3354
Sky Accountants Gisborne & Macedon Ranges
Phone: 03 5428 1400
Office Address: 45 Hamilton Street, Gisborne, VIC 3437, Australia
Postal Address: PO Box 270 Gisborne Victoria 3437