I’ve been a loyal client of WB Financial since 2008, and Patricia Garcia has been my personal financial planner since 2013. Since I’ve been working with Patricia, she has helped me shape a wealth creation strategy to secure my financial future. Before I bought my first home this included advice around insurance, margin lending and investments. 

Since she’s been my financial planner, Patricia has taken a very logical approach to my financial situation. From the beginning, it was clear that she had strong and comprehensive financial knowledge, which helps me feel confident making financial decisions. I also appreciate the fact that she explains her strategies and recommendations using simple analogies that are easy to understand. 

Over the years Patricia has made sure I have the right structure and tools in place to achieve my goals. I’ve gone to Patricia for advice on all my financial needs, from sorting out my super and insurance to managing my debts and cashflow. Since getting engaged to my fiancée Danielle, we both now see Patricia whenever we have an important financial decision to make – such as when we recently sold some investments to buy a house.

Patricia is very thorough in our review meetings, and takes stock of our entire financial position so we really know where we stand. She has conducted a full analysis of our financial and lifestyle objectives, so we can plan around things we want to do in the future like having children and upgrading our home. Because we tend to be less than organised with our finances, Patricia and her team always stay on top of everything and keep us informed and up to date.

Whenever new opportunities arise, it’s very helpful to have Patricia as our sounding board. Danielle and I both feel comfortable discussing our choices with Patricia so we can decide which road to go down. It gives us great peace of mind knowing that when it’s decision time, Patricia is there to support us and navigate through our options until we find the right one. 

We’ve recently completed a comprehensive review of our goals and the next stage of our financial plan. During this process, Patricia guided us through our options and helped us prioritise our goals to figure out what was most important to us. As a result, we’re really excited about what the future holds. 

In the last couple of years, we’ve also been actively recommending Patricia to friends and family. On a personal level, she is open and honest in her approach, and we know we can rely on her to get things done. Our financial plan has been working for us very successfully and we’re looking forward to continuing with Patricia as our financial planner in the future. 

We have no hesitation in referring Patricia to anyone who is looking to engage the services of a highly skilled and passionate financial planner.