Here to make things easier


For more than 25 years we've been helping retirees and pre-retirees enjoy their retirement.



Through a relaxed people-focussed approach, Purple Ox empowers you to take control of your wealth so you can achieve your lifelong retirement goals.

Because we specialise in superannuation, retirement planning and estate planning we know how to put you on the right path and keep you there.



Our people


Meet the team putting the people first. With a collective brief that every client is unique, we support you with a tailored plan built around your aspirations, priorities and lifestyle. We also actively manage your retirement plan to ensure it evolves as your circumstances change.

Daniel Patterson


Daniel has been in the finance industry for 20yrs, starting out in accounting before moving to financial planning in 2003. Daniel studied at Curtin University, completing a Bachelor of Commerce degree in Financial Planning. Daniel has a wealth of experience and strong technical knowledge in investments, superannuation and retirement advice along with government benefits and concessions. Daniel values strong client relationships and enjoys seeing his customers live their best life through advice. Daniel enjoys caravanning, 4WD, snorkelling and time with family. 

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