Book a complimentary call with our Financial Life Designer.

Living a Great Financial Life

Doesn’t just happen.

A bespoke, lifetime financial plan for you and your family will encompass all aspects of capital and income management up to and into retirement, including protection, tax-efficient investment, estate planning and preservation.

Our holistic approach means comprehensive advice on the entirety of your family’s financial past, present and future. If you are looking towards or nearing retirement, you will benefit from advice that examines your financial position as a whole.

We have a proven track record

We are very very happy that we came to know PJ and his team, His style of getting to know his client is very unique (for us) with the video call. We highly recommend them as financial advisor for anyone seeking or confused with their finance.

Shweta Karmacharya

After managing my superannuation portfolio for many years, I have transferred it to Intrepid Wealth and have been delighted with the results, Intrepid Wealth staff guided me every step of the way to make the transition problem free.

Nita Thomas

PJ and Darren are so detail oriented and have always worked to get us the best deal. They put in the time, they’re responsive and you trust they are working for your best interests. You feel like their #1 client!

Gabi E

The team at Intrepid Wealth are committed to their clients, they really have the clients best interests in their minds and they are active all the time.

Tony Deideun

We Can Really

Grow your money.

A holistic approach to financial planning has the potential to:

Reduce your income tax as investments work harder for you, seeking to avoid capital gains tax and inheritance tax (IHT)
Save you money by using the most appropriate and cost-effective portfolio of insurances which are more effective for IHT
Preserve the underlying value of your pension by making best use of the available pension benefits to improve investment potential
Shield your estate from IHT by arranging your assets and writing your will

We Dont Just Give Templated Advice We

Put plan into action.

Once we have agreed the basis of our relationship with you, we will undertake a detailed analysis of your existing portfolio, circumstances and the goals we have discussed.

Being an independent business, we remain impartial on which solutions we recommend to you. We have access to all providers which allows us to determine the most suitable solution for your needs, ensuring that the outcome is always optimal for your personal situation.

Our Great

Financial Life Designer

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.