Wealth means different things to us all. But while our visions of wealth, security and contentment may differ, one thing remains true: creating wealth demands a considered, strategic approach. Our financial advisors in Melbourne can help you to identify core financial objectives for every stage of your life, presented in sound strategic plans. Book a consultation with us today.
Wilson Pateras is an award-winning firm 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 a meeting with one of our team members today.
Build wealth by identifying suitable strategies tailored to your personal situation, including borrowing for personal and investment purposes
Provide expert financial advice to help you develop an investment portfolio suited to your goals and risk profile
Help you take control of your super strategy and invest your money to build your retirement savings
Develop a plan for a better retirement and get the very most for your future
Review your financial and asset position to determine the appropriate cover to protect your wealth with Life Insurance, TPD, Income Protection and Trauma Insurance
Ensure the wealth you have built is distributed to your beneficiaries tax effectively and according to your wishes
Engaging a specialist can provide you with a clear overview of your finances, from 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 Patera and our financial planning team, you can have everything you need to make informed investment decisions and have enough to retire comfortably when the time comes.
Discuss your goals and priorities, understand your concerns, risk appetite and investment objectives
Collate your information and analyse your position
Document and understand your current position, discuss preliminary analysis of your position and review your alternatives
Recommendations will be provided to you in an SOA. We will discuss the recommendations and implement
Review your position, monitor achievement of your goals and adjust the strategy if required. We will also manage and rebalance your investment portfolio
Senior Financial Advisor
Senior Financial Advisor
Financial Advisor
Develop a thorough financial plan and live the life you want. Simply fill in the form below and book in for a meeting with one of our financial planning experts.
We are committed to providing customised service and advice to our clients. Prior to scheduling a consultation, we kindly request that you take into account our expertise in catering to high-income individuals, pre-retirees, established business owners, and individuals with investable assets over $500,000.
Level 1, 678 Victoria Street
Richmond VIC 3121
Phone: (03) 8419 9800
Fax: (03) 8419 9888
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Level 1, 678 Victoria Street
Richmond VIC 3121
Financial Advisor
I work closely with high net wealth professionals, including specialist advice for Lawyers, Medical Practitioners and Business Owners.
I specialise in holistic strategic advice as listed below:
Should you require advice and services outside my authorisation, I will refer to an appropriate representative within our organisation.
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