Christchurch based financial advisor Patrick Clemenger talks about communicating outcomes and ensuring clients understand the advice he gives

Patrick Clemenger shifted to Investment Portfolio Management in his home town of Christchurch, in 2014, after a term at Inland Revenue as a Business Advisor and Financial Analyst. He holds a Bachelor of Business Studies majoring in Finance and a Graduate Diploma in Personal Financial Planning, he is an Authorised Financial Advisor, Certified Financial Planner and member of Financial Advice NZ.

Not long after his move, after sighting OMNIMax’s offering at a roadshow, Clemenger saw immediately the value the software would bring to the business. He convinced the team to move from using a manual template system to the OMNIMax OMNIAdvice solution. The software seemed to be more comprehensive than other solutions he’d seen.

Clemenger credits OMNIAdvice with saving him time as well as giving him the tools to do things he couldn’t otherwise do.

“I think what they (OMNIMax) do is great. Visuals are impressive and aesthetically it’s a good tool, I couldn’t create the charts myself.”