The Story of

Intrepid Wealth.

Award-winning and with over 20 years’ experience, we are a leading innovator in Financial Planning services.

Our Intrepid Approach

Intrepid Wealth are experts at Full Cycle Investing. We know how to position our clients wealth to benefit from any market condition both up and down. The status quo says you cannot time markets, we disagree and have the tools and expertise to make money in any market environment.

We have our eye solidly on the prize – doing a great job first and foremost for you – but we do that while offering you all our resources, expertise, skills, tools, educational materials, market updates and more that will lift your knowledge, understanding and ultimately, confidence.

Our Services.

Keystone Financial provides financial services to meet a broad range of client needs.

These include:

Residential and Commercial Finance

Vehicle Finance

Plant & Equipment Finance

Cash Flow Finance

Reverse Mortgages

Self-Managed Super Fund (SMSF)

SMSF Lending

Personal Superannuation

Personal Risk
Insurance

Personal
Investment

Wills & Estate
Planning

These are only a fraction of the services we provide, because we know every situation is unique. We will work with you to structure your finance needs in the most appropriate and effective manner.

Mavericks are straight shooters

Our industry is full of people that can bamboozle with statistics and puffery and those who prefer to “control the narrative” instead of telling it like it is. Because our process is tried, tested and fundamentally based on maths and analytics and because it’s just who we are, we promise we will tell you straight.

PJ Patterson

CEO / Managing Director

PJ is unlike most financial advisors, he approaches clients holistically, as a result he sees opportunities to help clients improve their financial position. He does this by considering the entire picture: Debt strategy, Super, Personal Insurance, Estate Planning, Investing and leaving a Legacy.

As a founder and CEO, of the industry-disrupting Keystone Financial, he’s helped hundreds of individuals with their wealth management, and reach the full potential of their portfolio.

His personal mantra is “be bold, be different, be a maverick!”

Andrew Corbett

COO

Prior to joining Keystone Financial, Andrew has enjoyed a successful career spanning more than 30 years within Financial Services which has included holding Senior Executive positions within Life & General Insurance, Superannuation and Home Loan origination, as well as enjoying success within Professional Services. The common thread that has helped Andrew succeed is his passion for developing people and ensuring the delivery of exceptional customer service.

Together with his wife Val, he is the proud father of a daughter aged 13 and son 10 – his children enjoy a diverse range of sports from cricket, to basketball, AFL and rowing! Andrew is an avid cyclist with a fanatical interest in Formula One.