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Patron Financial Advice (PTA)

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Patron Financial Advice (PTA)

Overview:

Patron as part of the Infocus Group delivers successful outcomes for Advisers and their clients by partnering to help your advice business grow revenue; increase efficiency; and effectively manage risk. We firmly believe that by achieving these goals, adviser businesses and clients will be successful not just today, but for many years to come.
Quality financial advice

Quality financial advice makes a big difference to your and your family’s life. It can help you

   Set and achieve your financial goals
   Make the most of your money
   Obtain government assistance you’re entitled to
   Avoid expensive mistakes, and
   Protect your assets.

This can give you confidence that your future plans are achievable, helping you feel more in control of your finances and your life.

We specialise in providing quality financial advice in the areas of

   Budgeting and managing your household expenses
   Creating wealth
   Reducing debt
   Preparing for retirement
   Maximising your lifestyle in retirement
   Superannuation
   Protecting you and your family through having the right insurance in place; and
   Helping you obtain the best mortgage and finance solutions that meet your needs.

History:

Patron Financial Advice commenced in 2006 with the motto of ‘by advisers, for advisers’. In July 2014, Patron merged with the Infocus Group, a national wealth management group based in Queensland - www.infocus.com.au.

As part of the Infocus Group, we are not owned by any of the major banks or other product providers. This gives you peace of mind in knowing you have a choice when it comes to selecting the right solutions specifically tailored to your needs.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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