Testimonials
"Over the past 13 years, Patrick has provided advice and guidance to me on a variety of superannuation matters including downsizing contributions, rebalancing, drawdowns, contribution caps, tax deductible contributions and investment allocations. Throughout this time I have valued his honest approach, trustworthiness and reliability in providing sound advice around the complexities and changes in superannuation laws as it relates to my circumstances. I have always found Patrick to be approachable and patient, listening to my objectives and explaining the best options and guiding me through my decisions. Consequently, I come away from my annual meetings with Patrick, confident that the solutions we will be putting in place will achieve my goals."
~Suzette
"I’ve been a client of Patrick for approximately 15 years and have always found him to be an approachable, reliable and trustworthy advisor. During this time Patrick has provided advice on a range of superannuation matters including investment allocations, downsize contributions, pension drawdowns, contribution caps, and tax deductible contributions etc. His annual reviews take the stress out of compliance with the complexities and ongoing changes in superannuation laws, and provide confidence that my superannuation continues to meet my objectives."
~KH
"Patrick Crehan has been the financial planner for my wife and me for a number of years. We have always found him to be well prepared for our annual review. Patrick takes the trouble to acquaint himself with our personal situation and goals, and has explained clearly any suggestions that he has made."
~JS
"Seven years ago we were fortunate to have Patrick Crehan assigned to us as Financial Advisor by our Superannuation provider. Since then he has provided informed guidance as well as showing understanding and support of our particular situation and goals. We have been extremely happy to be able to continue to receive his excellent and trusted service as he has ventured into private practice. He has been an integral part of our retirement journey."
~ Raine and Geoff
"Patrick Crehan has provided financial advice to my wife and I for over 10 years, initially at Aware Super and, more recently, at Simplicity Retirement Solutions. Throughout this period, which has been characterised by a range of economic conditions, Patrick has provided sound advice which has protected and grown the real value of our superannuation. In particular, Patrick has been able to balance our risk preferences with good returns. In addition, Patrick has always been very accessible and has been able to provide advice at short notice. Consequently, I am happy to recommend Patrick to others who require superannuation related financial advice."
~ T A