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(AR 320032)
Patrick has been in the financial services industry since 1998 and is experienced in all aspects of financial planning having helped a wide variety of clients achieve their financial and lifestyle goals.
Patrick’s in-depth knowledge of estate, tax and retirement planning, insurance, investment strategies and superannuation (including SMSFs) adds considerable value to the financial outcomes he is able to deliver to his clients.
I wanted to share my appreciation of how Tisha and Patrick have helped my wife and me over the last few months with loans and financial advice.
I am exceptionally happy with the service I have received and wanted to ensure you were aware of this. In particular, Tisha was efficient and great to work with to assist with the purchase of our new property. Patrick is genuine and fully explained what was happening and put us at ease. We are very appreciative of your assistance in to setting us up for retirement.
I really appreciated the fact that my adviser, Patrick Hegarty, presented the advice I sorely needed in a clear and concise manner.
Moshe Moses and his staff are committed to customer satisfaction and excellence. In the event he is unavailable, one of his staff, Lisa in particular is always available to assist. I feel comfortable knowing my financial future is in safe hands. With Moshe’s (one stop shop), I now have my estate planning organised, an accountant available and Patrick Hegarty, as my retirement funds financial planner. I have known, and trusted Moshe’s advice for many years, and consider him to be honest, trustworthy and a man of integrity. He is not just a financial broker but a confidante and friend. If it wasn’t for Moshe and his team, I would not be in the financial position I am in today.
