Our Financial Planning Service can assist you in organising your financial affairs and achieving your desired lifestyle objectives for today as well as your retirement. Our advice is proactive and tailored to your particular circumstances.

In today's complex and changing economic and legislative environment, it is imperative to plan for the creation and preservation of wealth. As a principal member of the Financial Planning Association of Australia, and backed by a wealth of local and national expertise, our investment recommendations are based on thorough economic, financial and investment research.

Financial advice for the long-term  

Our financial planning professionals can develop a strategy that includes:

• Comprehensive Financial Planning, including personal taxation and accounting considerations
• Superannuation
• Investment Structures
• Estate Planning
• Retirement Planning
• Insurance Advice
• Corporate Superannuation Services

Achieving your aim of financial security

To be financially secure and well-organised is a goal that is shared by many and achieved by few. Patersons can help you achieve this goal by organising your financial affairs and preparing clear financial statements that show your current and future cash flow. We can then use this information to design an investment strategy that matches your circumstances.

Your investment edge

Money management and investment is now a full time occupation and financial planning is essential for anyone who is serious about achieving financial independence. By working closely with us to minimise tax and enhance investment returns, most clients are able to achieve financial independence.

Financial planners don’t replace your solicitor or accountant. Instead, they work with them to achieve your goals. They don’t prepare your tax returns, but they will help you plan the best overall tax strategy. They don’t write your Will, but they will work with your solicitor to help protect your estate from excessive taxation and to maximise financial security for your dependants.

For more information regarding our Financial Planning Service, please contact our experienced Financial Planning Team. Download our Financial Planning Brochure.