Patersons Wealth Management. Your Partner in Building and Protecting Wealth.
Geraldton

Patersons Geraldton

Our Geraldton office has been servicing the Geraldton region for over 20 years with our main focus on Wealth Management, Superannuaion and Stockbroking.
For information regarding our services please contact Peter Screaigh or Joe Craig.

  • Investment Management

    Investment Management

    While no investment is without risk, a successful investment strategy begins by developing a thorough understanding of your personal goals, situation and tolerance to risk. From that baseline, your Wealth Adviser can design a personally tailored portfolio with a thoughtful mix of investments diversified across, and within, asset classes. This approach can help protect you from short-term swings in any one asset class and helps build your wealth over the long term.

    Learn more about Investment Management

  • Financial Planning

    Financial Planning

    Developing a strategy to work towards achieving your lifestyle goals, both now and into the future, is the essence of financial planning. Our team work with you to create a tailored roadmap for your financial future, based on a thorough understanding of your unique day-to-day financial needs and long term aspirations.

    Learn more about Financial Planning

  • Stockbroking Services

    Stockbroking Services When buying and selling shares, it’s essential to have the right advice. With direct access to real-time data, quality research and sophisticated market analysis tools, our team of experienced Advisers provide expert advice on stock selection and investment opportunities across Australian and international markets.

    Learn more about Stockbroking

  • Superannuation and Retirement Planning

    Superannuation and Retirement Planning Together with the government age pension, superannuation forms the basis for Australia's retirement income policy, and is a tax effective way for all Australians to save for their retirement. As a result of being tax effective, there are a number of rules that apply to restrict how much income you can contribute and the conditions under which you can access it. An appropriate superannuation strategy is essential when planning your retirement to ensure you will be able to fund your desired retirement lifestyle.

    Learn more about super and retirement planning
     

Ground Floor
201 Foreshore Drive
Geraldton WA 6530

Where to Park

Parking available on foreshore opposite office.