Individuals

Foundation accounting services to build your financial future upon.

Individual accounting services, wealth strategy, insurance and financial management.

Whether you’re beginning your career, taking care of a growing family’s changing needs, boot-strapping with an innovative start-up or planning a comfortable retirement, Wilson Pateras’ experienced accounting team will ensure we meet your financial needs.

Working in collaboration with clients from all walks of life and professional categories, Wilson Pateras provide a clear roadmap to achieving your goals – whether they be finally lodging a troublesome tax return, investing wisely for the future, buying a business, tackling wills and estate planning or exploring self-managed super funds.

A full-service firm focused on improving our client’s lives through intelligent accounting and expert consulting.
Wilson Pateras offer a variety of services
– from the simple to the complex –
to support your life’s purpose.
  • Accounting Essentials
    • Income Tax Returns
    • Tax Minimisation
    • Tax Planning
    • Accounting and Taxation Advice
    • Self-Managed Super Fund Accounting and Administration
    • Asset Protection
    • Access to our Expert Team
  • Investment
    • Financial Planning
    • Investment and Wealth Advice
    • Superannuation Advice
    • Self-Managed Super Fund Set Up
    • Retirement Planning
    • Buying a Business
    • Property Advocacy Services: Buyer and Vendor – Residential and Commercial
    • Estate Planning: Wills, Power of Attorney
    • Property Valuations
  • Finance and Insurance
    • Choice of Over 30 Different Lenders
    • Home Loans
    • Investment Loans
    • Self-Managed Super Fund Loans
    • Refinancing
    • Reducing Debt
    • Income Protection
    • Debt Consolidation
    • Life, Total Permanent Disability and Trauma Insurance
From startup tax returns to considered blue-chip property investment, Wilson Pateras will change your life by unlocking potential and revealing opportunities.

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