We specialise in providing comprehensive wealth management and financial planning services tailored to the unique needs of individuals with significant assets and complex financial situations. Our advisors have experience and expertise in managing the financial affairs of high net worth individuals and their families.
At Wilson Pateras, we have become an integral part of the financial plans of many of Australia’s most affluent families, providing comprehensive and tailored high net worth wealth management services.
We understand the importance of delivering a superior level of service, with personalised investment opportunities, access to exclusive benefits, and the ability to smoothly navigate complex fiscal situations.
We are dedicated to helping our clients achieve sustainable financial growth and offer a wealth of resources and expertise.
Develop a comprehensive wealth management plan according to your goals and risk tolerance, to create personalised investment portfolio that aligns with your objectives.
Help you minimise tax liabilities through strategic tax planning and optimisation strategies.
Customised lending advice designed to meet the unique borrowing needs of high net worth individuals. We work closely with you to tailor lending structures that align with your specific needs.
Assist with your insurance needs, including life insurance and disability insurance, to safeguard assets and mitigate potential financial risks.
Provide you guidance on asset protection strategies such as family trusts, asset allocation, and diversification strategies to help safeguard your assets.
For clients interested in charitable giving, we can help create philanthropic strategies aligned with your values and goals.
Wilson Pateras provide guidance on asset allocation, portfolio diversification, and investment opportunities across various asset classes. We can also provide you with informative data to give a clear understanding of what these investments mean for your long-term plans. We make it our goal to provide you with knowledge of the specific investment impacts of broader trends in financial markets and local and global economies so that together the most accurate decisions can be made.
No matter what your chosen approach is to your investment portfolio, we will actively engage with you, provide regular communication and advice that takes into account your personal circumstances and the ever-changing economic environment.
At Wilson Pateras, our experienced high net worth wealth advisors also specialise in lending, retirement planning, SMSF management and more. For more information, please do not hesitate to contact us.
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Level 1, 678 Victoria Street
Richmond VIC 3121
