The Importance of Retirement Planning

financial advisor on importance of retirement planning Retirement Planning - what are your goals for retirement? For some there's a big focus on travel and adventure, and for others retirement is about living comfortably and celebrating life's achievements. No matter what your goals are, the Wilson Pateras team are certain that when the time comes, you’ll want to get the very most from
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“Opportunities in Global Markets” Event with Kerr Neilson

Don't miss out on this Exclusive Investment Event Kerr Neilson (arguably Australia’s Warren Buffett), co-founder of Platinum Asset Management, reveals the secrets to successful investing – exclusive to Wilson Pateras Investors need to consider international equities as part of their investment portfolio! Why? -  98% of the share market is outside of Australia -  Ignoring international equities
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Share and Share Alike – Investment Strategy for Life

     Most Australians invest in shares, whether they’re conscious of doing so or otherwise. They may be passive investors courtesy of their superannuation fund, or they may actively invest by building a considered share portfolio. Whether you’re a passive shareholder or you spend weekends poring over stock data, it’s important to have a basic
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Manage Cash Flow This Christmas

  With Christmas just around the corner, retailers are bracing for their busiest time of year. But for many of our small business clients outside of retail, the holiday break promises a slowdown.  Managing the peaks and troughs in your business cash flow around the summer months can be challenging for many business owners. Typically
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