87 Reviews

Patrick Quan

First Choice Wealth Management

Gold

24 Yrs Experience

Moorebank, NSW 2170

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Patrick Quan

100% Mobile Advisor - available after hours & weekends

Financial Advisor / Financial Mentor / Financial Coach / Financial Bodyguard

(M) +61422 116203

(E) patrick@fcwm.com.au

I have been providing Financial Advice and serving my local community since the year 2000.

We believe it takes a "Small Family Business to look after yours."

I am proud to say I still have my very first client.

I service the Liverpool - St George area + valued clients in Penrith, Blue Mountains, South Coast, Central Coast, Brisbane, Bowral, Canberra and everything in between :)

Our first meeting is at my cost, as I believe it is important to ensure we are a right fit and that we can work well together in long term.

(M) +61422 116203

(E) patrick@fcwm.com.au

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Redundancy
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

I am proud to say that I still manage and care for my very first client from the year 2000. I have built and run my business with a Small Family Business flavor. The first meeting is at my cost, with no obligation. It is important for all parties to feel we can work together for the long term.

5.00 November 2024

My experience so far with Patrick has been so beneficial in developing my financial future as a young adult especially regarding areas such as superannuation, insurances and investments. Patrick has also helped myself develop knowledge and an understanding of saving money to put forth into a home. I highly recommend Patrick and his team for anyone of all ages.

5.00 November 2024

Patrick has looked after our finances for over 20year. He has always had our best interest at heart, and has given us sound advice. He listens to what we have to say, and gives advice accordingly.

5.00 October 2024

Patrick consistently and regularly keeps us up to date with our wealth management. As we are out of the area he has made the time to come to us over 3hrs away. Contacting and communicating with Patrick is easy and he always offers several different methods. Such as phone calls, emails, texts , zoom meeting , video calls as well as face to face. He is also conscious of our routine and always fits in to our schedule and business hours. His knowledge and advice provided is in language and terminology that is easy to understand and comprehend. He also takes the time to explain complicated financial matters in real life , common and relatable scenarios with realistic options. We have seen consistent brilliant returns even when the market is poor.

5.00 October 2024

Patrick was very helpful in being able to make recommendations and tailor an investment strategy to suit my daughter and my complex investment needs. His explanations of the various issues related to this task were very clear and patient. His great breadth of experience in the financial and investment industry was immediately obvious. He also clearly has much relevant experience in taking into account other, more personal, needs and priorities, and how they can be incorporated into suitable investment decisions. We greatly appreciate Patrick's advice and guidance.

5.00 September 2024

I am a single Mum with 2 teenagers daughters. I wanted to get Financial Advice for a long time but didn’t know who I could trust & where to start.

Patrick made it easy & explained everything very clearly.

I did not know Superannuation & insurance could be so complicated, Patrick made it simple & found the right strategy to suit me……especially since it was important for me to cover my specialist occupation.

I highly recommend Patrick & his services.

I feel great knowing he’s there to support & guide me in the future.