Patrick Sheppard

PSK Private Wealth

Gold

19 Yrs Experience

Sydney, NSW 2000

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The financial strategies that I build focus on three key areas; wealth management, risk management and liability management. Over the past 20 years my experience has ascertained that combining structure and strategy advice in these three key areas results in the most material benefit to my client’s circumstances.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Socially Responsible
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 July 2017

Patrick has been working with me for over a year to try and secure a property. His tireless efforts and willingness to talk me through things in a simple, coherent and timely manner was exceptional and his demeanour is warm and welcoming. I would very much recommend doing business with him and thank him for all his efforts.

4.75 September 2016

Patrick is one of the most disciplined & professional persons I have dealt with in my career. There are no pushy sales techniques, each piece of advice & subsequent recommendations are clear and comprehensive. Patrick's follow up on queries is excellent.

5.00 September 2016

I have always found Patrick to be extremely efficient, honest, reliable and very knowledgeable with regard to his financial planning advice.

5.00 September 2016

Patrick's professionalism and knowledge has really helped us get on top of our finances and assisted in setting out our future goals. He has helped us prepare and cover our family for the future and any unexpected situations that may arise. We look forward to working with Patrick in the future as we move forward and achieve each of our set goals.

5.00 September 2016

Patrick has been extremely helpful with providing advice on starting my new business, setting up my SMSF, on preparing for my retirement and ensuring I have all the necessary insurance coverage. He has recently been assisting my mother and sister with their respective financial needs. They are constantly singing his praise. We cant recommend Patrick highly enough!

Adviser status Gold
Rating 4.95
Number of reviews 14
First year providing advice 2005
Years of experience 19
Highest qualification
- Master of Financial Planning
Language spoken
- English

PSK Private Wealth

Level 12, 25 Martin Pl
Sydney, NSW 2000

9:00am – 7:00pm Monday – Friday

Psk Advisory Services Pty Ltd

AFSL 234656

Patrick Sheppard

PSK Private Wealth

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PSK Private Wealth

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