Financial Advisors Melbourne

Financial Planning

Luck has little to do with creating a prosperous future. Wilson Pateras’ financial advisors can help you grow and protect your wealth in every stage of your life.  Providing you with a thorough plan, our experienced financial advisors will guide you  through step by step to achieve your goals and objectives. Get a complimentary consultation with us today.

smsf awards winners

Get Award-Winning Financial Advice

Accounting Firm of the Year 2019. SMSF Firm of The Year 2018 and 2017

Wilson Pateras are an award-winning team of financial advisors 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 your complimentary appointment with one of our team members today.

Our Financial Planning Services

Wealth Creation

Build wealth by identifying suitable strategies tailored to your personal situation

tax planning

Tax Planning

Strategically minimise the amount of tax you are paying

Investment Advice

Get expert advice and identify opportunities to meet your investment goals

Self-Managed Super

We will review your current super fund and give recommendations to boost your super

Retirement Planning

Retirement Planning

Develop a plan for a better retirement and make it reality

5/5

What Our Clients Say About Us

When To Engage A Financial Planning Specialist

From saving and investment strategies to retirement planning, we've got you covered

Wilson Pateras’ financial advisors work with a wide variety of clients in Melbourne and Australia wide. Whether you are a young investor, mid-careerist or soon to be retiree, you want your money to work for you. Engaging a financial planner will provide you with a clear overview of your finances, from savings and investment strategies to a complete retirement plan. Professional help is helpful when you need to make financial decisions that require more in-depth knowledge, especially when you are dealing with complex investments and taxes. With Wilson Pateras, you’ll have everything you need to make informed investment decisions and have enough to retire comfortably when the time comes.

financial planners

Our Financial Advisors

Don Hands

Senior Financial Advisor

Lasadi Felsinger

Financial Advisor

Mark Forte

Principal

Get a Complimentary Consultation

Develop a thorough financial plan and live the life you want. Simply fill in the form below and book in for your complimentary meeting with one of our financial advisors. This consultation comes with no obligations and will leave you with a better understanding of how financial planning could work for you.

Get a Complimentary Consultation

Financial Advisors Near You

Richmond Head Office

40 River Boulevard
Richmond
VIC 3121

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

Brighton Office

196 Bay Street
Brighton
VIC 3186

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