Patrick Neary
Financial Planner
Financial advice is about making things straightforward and giving people clarity around their choices. I believe planning should feel practical, flexible and built around you. My role is to guide you, simplify the complex and help you make informed decisions with confidence every step.
Certifications:
Experience:
Meeting options:
QFA
3 years
Online, in person
Focus areas:
Pensions
Investments
Protection
Patrick brings a broad range of experience to financial planning, shaped by both his career in financial services and several years living in Melbourne. That wider experience gives him a practical perspective when helping clients plan for different stages of life. He is a Qualified Financial Advisor and holds a Bachelor of Business from Technological University of the Shannon.
Patrick supports clients across pensions, savings, investments and protection, as well as tax-efficient planning for the self-employed. He also works with returning expats, helping clients put the right plans in place whether they are focused on family security, building wealth or strengthening their financial future.
Patrick’s advice style is clear, friendly and easy to understand. He takes time to understand what matters to each client, explains things in plain language and keeps the process practical. Approachable and with a good sense of humour, he aims to make clients feel comfortable, confident and supported throughout.
Patrick can help you with:
Protection Shield
Makes sure your family, income and future are properly protected
North Star
Keeps every financial decision aligned with what matters most to you
Future Vision
Helps you picture the future you want and maps the steps to get there
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Love hikes, climbed the 2nd highest mountain in the Australian state of Victoria
What our clients say about Patrick
See how Patrick helped clients put the right plan in place