To be financially secure and well-organised is a goal shared by many and achieved by few. The Patersons Financial Planning team are here to help you organise your financial affairs and achieve your desired lifestyle objectives, both today and in retirement. We offer clear, actionable advice tailored to your individual circumstances.
Our financial planning professionals can develop a strategy that includes:
- A comprehensive financial plan
- Superannuation and retirement planning
- Investment structures
- Estate planning
- Insurance advice
- Aged care planning
- Corporate Superannuation Services
Financial planning is essential for anyone who is serious about achieving financial independence. A well-managed financial plan can improve your quality of life and allow you to properly explore the options available to you.
As part of your financial plan, we’ll review and organise your existing arrangements and prepare clear current and future cash flows. We’ll also work with you to enhance your investment returns by advising you on the optimal structure for your superannuation and investment funds.
To get started, contact our Perth office to speak to one our Financial Planning Team about your specific requirements.
Patersons - Your partner in building and protecting wealth
Founded in 1903, Patersons is one of Australia’s largest full-service stockbroking and financial services firms, advising on over $11 billion of client investments. With considerable experience in Australian and international equities, we offer premium-level investment services tailored to your individual needs, including:
- Stockbroking
- Investment Advice
- Portfolio Services
- Superannuation
- Financial Planning
We know that success is all about having the right partner, and with the majority of our new clients coming via personal referral, it’s clear our existing partnerships are getting results. Whether you’re an experienced investor or just starting out, our team of Wealth Advisers can help you design and implement an investment strategy appropriate to your financial goals.