Our services in Melbourne:
Accounting & Taxation
Tailored accounting and taxation advice, including support with more complex personal tax matters and longer-term tax planning.
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Accountants & Wealth Advisors Melbourne
Located in Richmond, our Melbourne office brings together specialists across accounting, taxation, business advisory, wealth and lending. Since 2009, we have worked with individuals, families, professionals and businesses to provide practical advice across their financial and business affairs.
Business Advisory & Strategic Planning
Strategic advice to help business owners establish effective structures, manage growth, and plan for key business decisions.
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Wealth Advisory & Financial Planning
Tailored advice across investment strategies, retirement planning, and wealth protection based on your financial position, objectives and circumstances.
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Lending & Finance
Lending and finance solutions for personal, investment and business requirements, supported by a broader understanding of your financial position.
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Self-Managed Super Funds
Specialist SMSF accounting, administration and advice to help trustees manage their obligations and make informed decisions about their fund.
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Business Valuations & Corporate Advisory
Specialist advice to support business valuations, transactions, strategic planning and other significant business decisions.
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Why Choose Wilson Pateras
Founded in Melbourne in 2009, Wilson Pateras provides integrated accounting, business advisory, wealth and lending services to individuals, families and businesses.
Our approach combines technical expertise with a practical understanding of the decisions our clients face. We aim to provide clear advice that is relevant to your circumstances, while building long-term relationships with the individuals, families and businesses we support.
Accounting, Advisory and Wealth Expertise in One Team
At Wilson Pateras, we look beyond compliance to understand your broader financial position. Our integrated team brings together accounting, tax, business advisory, wealth, SMSF and lending expertise to provide practical advice aligned with your circumstances and goals.
Industry Expertise for Melbourne Businesses and Professionals
Our Melbourne team works with clients across a range of industries and professional backgrounds, including:
We also support professionals, business owners, families and individuals who require more specialised accounting, tax and wealth advice.
Award-winning advisors
Wilson Pateras has also been recognised within the accounting and financial services industry, including as Accounting Firm of the Year, Australia Wide, by Accountants Daily in 2019.
Get in touch with our Melbourne team:
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