Wilson Pateras are a full-service accounting and financial advisory firm that specialise in private wealth clients, supporting high net worth individuals, organisations and family groups. With decades of experience, our advisors are well-versed in the complexities of personal finance management.
In addition to the metrics that measure our work’s success with our clients, we are very proud to have consistently been recognised as a leader in accounting and financial services industry. Wilson Pateras is proud to be a highly reputable and trusted accounting firm throughout Melbourne. We offer tailored financial solutions that go beyond compliancy; instead, we get to know your goals so we can help you achieve them. Our transparent and pro-active approach means you can have peace of mind that the information we offer you is tailored to your needs every step of the way.
Our investment strategy is centred around delivering the best possible returns while adhering to a rigid risk management framework that takes into account taxes, expenses and inflation. To help manage risk, we can allocate investments across a variety of asset classes to ensure portfolios are more stable in times of market turbulence.
We can also utilise a tactical asset allocation approach to take advantage of mid-term market opportunities and enhance profits. Additionally, we rely on external specialists for the best advice and research possible when selecting which investments to make.
The optimal ownership structure is a critical element when it comes to safeguarding and preserving wealth. We can work with your legal professional to ensure your structure is appropriate for you.
It is paramount to factor in the respective tax implications, availability of liquidity and timing of any prospective investments to maximise after-tax returns and achieve your intended objectives.
To ensure all the needs of our clients are met, we take into account the tax rules applicable to each particular ownership structure. We also assess how each option can optimise return on investment by taking advantage of exemptions or concessions available.
By working together, we provide a thorough financial analysis while considering your long-term goals. This helps us devise effective solutions which can help preserve existing wealth as well as grow it over time without compromising on its security.
Individuals and families that have had success often find fulfilment in philanthropy. We specialise in providing advice on the structure and investment of capital with an aim to have a charitable impact, maximise the results and create a legacy which will be felt for years to come.
It is imperative that we take into account your overall situation when giving you our investment advice. We can serve as the central point in managing and coordinating the accounting, finance, and even legal requirements that you have with existing service providers.
Transparency is central to our solutions. We are always available to answer your questions and will proactively contact you to discuss the next best step for your financial wellbeing.
Our ‘all-in’, knowledge-sharing approach means that Wilson Pateras’ accountants and financial advisors work together to deliver the results you seek to achieve.
Our cloud-based strategy has revolutionised the way we work and the way our clients interact with us. It allows speed, innovation and connectivity, enabling us to deliver a great client experience.
Using state of the art data security technology, we keep your individual and business information safe and secure.
At Wilson Pateras, our experienced advisors also specialise in high net worth wealth management, family wealth management, retirement planning, SMSF management and more. For more information, please contact us.
Level 1, 678 Victoria Street
Richmond VIC 3121
Phone: (03) 8419 9800
Fax: (03) 8419 9888
Discover over 50 tax deductible items you could claim in your next tax return. Simply fill in your details below and we will send this checklist to you.
Level 1, 678 Victoria Street
Richmond VIC 3121
© 2024 – Wilson Pateras
This content has been prepared by Wilson Pateras to further our commitment to proactive services and advice for our clients, by providing current information and events. Any advice is of a general nature only and does not take into account your personal objectives or financial situation. Before making any decision, you should consider your particular circumstances and whether the information is suitable to your needs including by seeking professional advice. You should also read any relevant disclosure documents. Whilst every effort has been made to verify the accuracy of this information, Wilson Pateras, its officers, employees and agents disclaim all liability, to the extent permissible by law, for any error, inaccuracy in, or omission from, the information contained above including any loss or damage suffered by any person directly or indirectly through relying on this information.
Liability limited by a scheme approved under Professional Standards Legislation.
