Wealth means different things to us all. But whilst our visions of wealth, security and contentment may differ, one thing remains true: creating wealth demands a considered, strategic approach. Our financial advisors will help you to identify core financial objectives for every stage of your life, presented in sound strategic plans. Get a complimentary consultation with us today.
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 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 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 from 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
Wilson Pateras’ financial advisors work with a wide variety of clients in Melbourne and Australia wide. Engaging a financial advisor will 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 Pateras, you’ll have everything you need to make informed investment decisions and have enough to retire comfortably when the time comes.
Senior Financial Advisor
Financial Advisor
Principal
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.
40 River Boulevard
Richmond
VIC 3121
Phone: (03) 8419 9800
Fax: (03) 8419 9888
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Ground Floor, 40 River Boulevard
Richmond VIC 3121
Senior Financial Advisor
I have 16 years experience as a financial planner and 35 years experience in the provision of financial advice. I am respected in the industry because of my passion to develop strong relationships with my clients whilst achieving their financial aspirations. I bring significant experience and expertise due to my background as a member of Investment Committees for publicly listed entities.
I am an authorised representative of Hillross Financial Services.
I specialise in strategic advice as listed below:
374195
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.
1237903
Principal
With over 25 years’ experience in the business services and professional advice space, I have been fortunate to have experienced and given guidance on many tax and non-tax issues over my professional lifetime to a wide variety of clients in industries including manufacturing, law, retail, property, medical and the professional services industries.
A selection of those areas of advice include structuring and restructuring options for businesses and investment using trusts, companies and self-managed superannuation funds dealing with tax such as CGT, GST and Stamp Duty, assistance with audits conducted by various tax bodies and negotiations with the Australian Taxation Office or State Revenue Office on behalf of clients, advice and guidance in relation to family, estate and business succession planning, international tax, deceased estates and management consulting.
