Wealth means different things to each of us. While our visions of wealth, security and contentment may vary, one thing is certain: building wealth requires a thoughtful and strategic approach. Our financial advisors in Melbourne are here to help you identify core financial objectives at every stage of your life, and create, sound strategic plans to achieve them. Contact us to learn how we can assist you in creating a financial plan that aligns with your goals.
Engaging a financial planner offers you a comprehensive view of your finances, from investment strategies to a detailed retirement plan. Our professional guidance becomes especially valuable when making decisions that require more in-depth knowledge, such as navigating complex investments and tax implications.
Our experienced financial planning team is here to provide the expertise and resources you need to make informed investment choices, ensuring you are on track to retire comfortably when the time comes. We care about helping you achieve the lifestyle you desire, and we work with you to build a financial strategy that supports both your short-term and long-term goals.
Build wealth by identifying suitable strategies tailored to your personal situation, including borrowing for personal and investment purposes.
Expert financial advice to help you develop an investment portfolio suited to your goals and risk profile.
Help you take control of your super strategy and invest your money to build your retirement savings.
Develop a plan for a better retirement and get the very most for your future.
Review your financial and asset position to determine the appropriate cover to protect your wealth with Life Insurance, TPD, Income Protection and Trauma Insurance.
Ensure the wealth you have built is distributed to your beneficiaries tax effectively and according to your wishes.
We work alongside a dedicated team of accountants, mortgage brokers, and have close relationships with trusted lawyers. This collaborative model ensures that every aspect of your financial portfolio is thoughtfully considered and managed seamlessly. With our established network of professionals, you can benefit from a broad range of expert advice.
We place our clients at the heart of everything we do. Our focus is on understanding your vision for the life you want to lead—both now and in the future. Financial planning should not just be about numbers; it is about creating the lifestyle you desire, whether that means enjoying more freedom, travelling, or retiring comfortably.
We are committed to building long-term relationships with our clients, ensuring we provide ongoing support at every stage of your financial journey. Our dedication goes beyond offering initial advice—we collaborate with you, providing continuous monitoring and regular reviews of your financial strategy to adapt to life's changes, market fluctuations, and evolving regulations.
Wilson Pateras is an award-winning firm based in Melbourne. Designing robust roadmaps to wealth in close collaboration with our clients, Wilson Pateras’ financial planners take the time to understand your goals. We consistently provide you with in-depth advice to build and manage your wealth. Book a meeting with one of our advisors to find out how we can help.
Discuss your goals and priorities, understand your concerns, risk appetite and investment objectives
Collate your information and analyse your position
Document and understand your current position, discuss preliminary analysis of your position and review your alternatives
Recommendations will be provided to you in an SOA. We will discuss the recommendations and implement
Review your position, monitor achievement of your goals and adjust the strategy if required. We will also manage and rebalance your investment portfolio
Senior Financial Advisor
Senior Financial Advisor
Senior Financial Advisor
Financial Advisor
Develop a thorough financial plan and live the life you want. Simply fill in the form below and book in for a meeting with one of our financial planning experts.
We are committed to providing customised service and advice to our clients. Prior to scheduling a consultation, we kindly request that you take into account our expertise in catering to high-income individuals, pre-retirees, established business owners, and individuals with investable assets over $500,000.
Level 1, 678 Victoria Street
Richmond VIC 3121
Phone: (03) 8419 9800
Fax: (03) 8419 9888
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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.
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