Dallas Taylor
“For any business to be successful, you must have the right people around you. And it helps if they’re very good at what they do. Wilson Pateras is invaluable when it comes to accounting.”
View Case Study
Wealth Services
Wilson Pateras is a full-service wealth advisory firm specialising in tailored financial strategies and tax solutions. Our expert advisors provide comprehensive wealth management, investment planning, and tax optimisation services to help you build, protect, and grow your financial future with confidence.
Investment Advice
Our financial planners provide tailored investment advice and ongoing portfolio management to grow and protect your wealth in line with your goals.
Retirement Planning
Helping you plan for retirement by understanding your ideal lifestyle, projecting future income needs, and creating a tailored wealth and investment strategy.
Wealth Protection
Protecting your wealth and securing your family’s future against unexpected events is essential, and we help you achieve this through insurance, estate planning, and asset protection.
Self Managed Super Funds
An SMSF gives you control over your retirement savings, allowing flexible investments in shares, property, and other assets to grow your super and access a tax-free pension in retirement.
Investment Lending
For investors acquiring property or shares, well-structured lending solutions are essential for strategic capital allocation and cash flow management. Our experienced lenders tailor competitive loan solutions to align with your investment goals and broader financial strategy.
Case studies
-
-
Josie Curatolo
“Wilson Pateras are really approachable. If I’ve got questions I can call. I don’t feel silly when something isn’t quite working on my end and they tell me another way to do it, or I’ll suggest something and they’ll say yes.”
View Case Study
-
Nicole Bowden
“Wilson Pateras have been understanding, professional, approachable, timely, friendly, supportive and, from the outset, it has felt as though we are a team working together to the common goal of growing the Victorian Hearing business.”
View Case Study
-
Emma Warren
“Wilson Pateras are always on top of the legislation and will let me know when there are changes in requirements and obligations. They’re very helpful in letting me know about deductions and notify me when deadlines are looming.”
View Case Study