Why Choose Us?
Helping you set your goals and achieving them is something we are good at! We do this through building long-term relationships with our clients, sound advice and great service.Square Peg Financial – Providing
Security and Protection & Freedom
We work with qualified tax agents, lawyers, estate planning specialists, mortgage writers and lease specialists so you don’t ever need to look outside the square for any of your financial needs.
Our goal is to put a plan in place which allows you to build towards your desired lifestyle now, and in to the future to protect YOU, your assets and your family – making your dreams become a reality!
Square Peg Financial Pty Ltd – Providing
Security and Protection & Freedom
The team that work here MAKE A DIFFERENCE in the lives of our clients. We care about the outcomes for our clients in a BIG way.
You’re a CLIENT, not just a number.
Helping our clients is something personal to us all. It’s in our DNA. Our team don’t just show up each day to do a job, get paid and go home where they then forget about work.
Seriously, we really mean it.
We have worked extremely hard to ensure that our culture and our team have one focus – making your dreams a reality.
Phone: 0413 561 837
Email: james@squarepegfinancial.com.au
James Patterson
Director – Insurance Professional
James has 20 years professional experience in the financial services industry, with a particular focus on life insurance product development and claims. Starting as a claims officer with a major multi-national insurer and seeing first hand the financial and emotional reality of poor planning, James became an insurance adviser in 1999.
James specialises in life and disability insurance for individuals and small business’, to ensure that his clients, their business and their family have an ongoing financial safety net.
James holds a Diploma of Financial Services (Financial Planning).
James Patterson
Director – Insurance Professional
Phone: 0413 561 837
Email: james@squarepegfinancial.com.au
James has 20 years professional experience in the financial services industry, with a particular focus on life insurance product development and claims. Starting as a claims officer with a major multi-national insurer and seeing first hand the financial and emotional reality of poor planning, James became an insurance adviser in 1999.
James specialises in life and disability insurance for individuals and small business’, to ensure that his clients, their business and their family have an ongoing financial safety net. James holds a Diploma of Financial Services (Financial Planning).
Why Choose Us?
Square Peg Financial is a true financial partner for you. We continue to work with you over the years, to ensure your financial plan continues to support your current and future lifestyle needs and goals.
We can help you with…
- Cashflow planning and budgeting
- Superannuation advice
- Self Managed Super Fund advice
- Insurance
- Retirement Planning
- Personal Risk Insurance Advice
- Estate Planning
- Lending
Why Choose Us?
We can help you with…
- Cashflow planning and budgeting
- Superannuation advice
- Self Managed Super Fund advice
- Insurance
- Retirement Planning
- Personal Risk Insurance Advice
- Estate Planning
- Lending
