Financial Advice

PJT deals regularly with financial institutions and brokers who can provide specialist finance for businesses, and specialists in the financial planning field who can help you with your wealth plans.  We work with clients across several areas of financing and can assist you with:

  • Advising on the right type of finance for your needs and referrals to trusted financial partners in the lending field.
  • Assisting in finance renegotiation and reviewing your finance terms as your circumstances change.
  • Restructuring your business entities to help turn bad debt into good debt where appropriate to do so.
  • Referring clients to financial advisors for specific assistance in planning for their future needs.

Wayne Patten is an accredited financial planner, and can provide advice on a range of products and services to help your wealth creation, retirement and superannuation strategies.

No matter your circumstances, talk to PJT about your finance situation to see how we may help.  Should you need specific assistance beyond our scope, PJT can refer to to trusted partners to assist you.  Call us for more information on 07 5413 9300.

GENERAL ADVICE WARNING: This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs.

Merit Wealth LogoPJT Accountants & Business Advisors Pty Ltd CAR Number 1243046 ABN 13615402189 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Wayne Patten ARN 277883 is an Authorised Representative and Jodie Thompson ARN 277884, is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Website: www.meritwealth.com.au | Privacy Statement. | Link: PJT FSG

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