With one of the strongest wealth advisory teams in the country, Perth has been our head office since 1903. It's also home to our Corporate Finance, Institutional Dealing and Research teams.
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.
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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.
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.
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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.
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IPOs and Capital Raisings
Patersons Corporate Finance has been ranked #1 by number of new equity issues in Australia every year since 2003 (by reference to the Thomson Reuters League Table), providing our clients with exclusive access to a range of corporate IPO’s and capital raising opportunities.
Patersons institutional dealing team is specifically focused on fulfilling the specialised requirements of domestic, Asian and other international institutional clients investing in Australia. Our service based approach complements our corporate and research offerings.
Quality research is the essential cornerstone of a successful broker-client relationship. Complimented by our long-standing relationship with Morningstar Australia and their comprehensive research products, our research analysts delve deep beneath the surface of the companies they cover to unearth investment opportunities for our clients and make appropriate recommendations.