Book a Meeting with PJ Patterson
Client Planning Session (45 mins)
Ideal for existing clients needing a deeper discussion about their financial plans
Quick Catchup – Clients only (15 mins)
Perfect for quick updates, questions,
or follow-ups.
Introductory Call with PJ (40 mins)
For new enquiries—let’s see how I can help.
CEO and Founder
PJ Patterson
For some, money is more than a resource to be used for exchanged or moved around for growth, instead it’s very personal and even, emotional. In our experience, money can make people crazy and volatility in the markets can make people even crazier! We get it. That’s why, if you ever have a concern, a question, a need for more clarity – we’re here for you.
PJ Patterson, CEO of Keystone Financial offers his take on global macro markets and how they affect you.