Complimentary Consultation
Complimentary Consultation

Private Wealth Accountants

Wilson Pateras are a full-service accounting and financial advisory firm that specialise in Private Wealth Clients, supporting high net worth individuals, businesses and family groups. 

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award-winning accounting

Accounting Firm of the Year, Australia Wide

Voted as Firm of the Year in 2019, 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 Services

  • Accounting & Taxation
  • Self-Managed Super Funds
  • Wealth Management
  • Family Advisory Services
  • CGT Planning
  • Tax Planning
  • Investments
  • Intergenerational Wealth Transfer
  • Personal Insurance
  • Philanthropy
  • Family Office
  • Asset Allocation

Why Private Wealth clients choose us:

fixed price accounting and bookkeeping

All Your Finances Under One Roof

Our ‘all-in’, knowledge-sharing approach means that Wilson Pateras’ accountants and financial advisors work together to deliver the results you seek to achieve.

Accessible & Responsive

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.

Data Security​

Using state of the art data security technology, we keep your individual and business information safe and secure.

5/5

What Our Clients Say About Us

Mark Forte has provided invaluable tax advice in particular to our SMSF about the recent changes to superannuation law. Mark worked with our lawyer who prepared the necessary changes to the SMSF Trust Deed. Wilson Pateras looks after and prepares the tax returns not only for the SMSF but also for me and my whole family. The service is very prompt and the advice very practical.
Graeme J.
Terrific accountants and genuine advice for financial matters. Very happy with the service Nick & Hayden provide my family with.
Nick. M
Wilson Pateras have provided taxation, superannuation and financial advice to my family for over 6 years. I can highly recommend them for taking the time to listen to our needs and provide the most effective solutions.
Petra M.
Helped me endlessly through tax issues, can't thank them enough.
Robert C.
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Fill out our contact form below to book your complimentary consultation with one of our award-winning specialists. 

Private Wealth Accountants in Richmond, Victoria

Richmond Office

40 River Boulevard
Richmond
VIC 3121

Phone: (03) 8419 9800
Fax: (03) 8419 9888

Free Checklist: 50+ Tax Deductible Items

Discover over 50 tax deductible items you can claim in your next tax refund. Simply fill in your details and we will send this checklist to your inbox

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Richmond Office

Ground Floor, 40 River Boulevard
Richmond  VIC 3121

© 2020 – 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, other than for the acts or omissions of financial services licensees.