What We Do

Growing wealth

G Van Der Borght

Patrick Dysart has provided me with financial planning support that goes over and beyond any other that I have experienced before. He has advised me on the opportunities and risks of potential property development projects, including getting me connected with various people in the property arena and suitable partners like buyer's agents, builders, and legal.Patrick has had all interests in my account at heart,even if it required above what was beyond the scope of our initial agreement. He seems to me like a person who puts the client at the centre of his appointment and the service he provides. I would have no hesitation to refer his service to anyone I know who is starting or extending their journey in any sort of wealth development - he is across all areas in this perspective. Patrick is very responsive to questions and also applies pre-emptive perspectives in dealing with his clients.

Ongoing Support

P & V Vidal

Patrick Dysart has been our financial advisor for the last few years, in that time he has made us feel comfortable with the advice he gives us and we trust him. We feel this way because we can depend on him, it’s not just a job for him, he wants what’s best for us and wants to see us succeed and reach our goals. He works with us and is always accessible to take our calls when we need some reassurance. He is not happy just making suggestions and leaving it at that, he is always looking at ways to save us money and help with changing our behaviours to build our wealth. He is committed to making a difference and we are happy to be working with him.

Support and Investment Returns

D Weightman

We are Mum & Dad investors trying to invest for a comfortable retirement and Patrick Dysart is always working hard to achieve the best financial outcomes for us. Pat is always looking for potential savings whilst maximising the returns on our investments and he always responds swiftly to any questions we have and is available for meetings at a time that suits us. Patrick has been very attentive to our financial needs, and we would recommend him to other investors like us.

Portfolio Growth

A Withers

I have been associated with Pat Dysart for over 12 months now. Pat has always been professional and respectful of his client’s needs. He has been very approachable and honest. Since our relationship, our portfolio has been accelerated. Thanks for your support and recommendation towards a prosperous retirement.

Thinking of Retirement

J Sloman

Patrick Dysart has been assisting my husband and I with our finances for several years. We had invested in property and required advice leading up to retirement. We have found Pat to be reliable, meticulous and insightful regarding economic and personal advancement.

Growing Your Family

JS Townsend

My husband and I recently used Pat Dysart to review our personal insurances and make recommendations as to whether we had appropriate cover in place.Pat and his team provided a very high level of service and I would have no hesitation in recommending their services to others.

Nothing is to Complex

Debbie & Darryl A

Patrick Dysart was recommended to us when enquiring via friends & colleagues for someone to help us sort out our financial situation. We had found ourselves getting closer to retirement age but with a fairly complex financial situation including a challenging investment property and a SMSF and with no idea how we were going to ever afford to retire. I was stressed to the max but Patrick, very patiently went through every detail with us, and helped us work out where we wanted to be and then put together a plan to help us get there. Pat has always made himself available to answer any questions, no matter how trivial. He has gone through every aspect of our financial situation with a fine tooth comb, with every recommendation being to help us get to where we want to be. He has honestly been a shining light in a very difficult time for us. We would highly recommend Patrick Dysart to anyone seeking financial advice.

Operating a Business

R & L Crane

The understanding we now have puts us in the perfect position to keep working and not worry about the ‘What IF’ and if we have any questions he always has the answer or he will dig until he gets an answer in writing to ensure that we have the knowledge required to make the best informative decision and with this I cannot tell you the peace of mind we now have for our future knowing that we have the best cover for us both.

Testimonials

Video

MAKE PREPARATIONS ON TIME

A plan is all you need

Subscribe To Our Newsletter

Join our newsletter to receive the latest updates and promotions.

About

Subscribe for more marketing insights

Useful Links

Services

Contact Info