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

Patersons Perth

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.

  • 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

  • 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
  • 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

  • IPOs and Capital Raisings

    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.
  • Institutional Dealing

    Institutional Dealing

    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

    Quality Research

    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.

Level 23, Exchange Tower
2 The Esplanade
Perth Western Australia 6000

Where to Park

There is no parking available under the Exchange Tower building however there are numerous car parks available close by such as Perth Convention Centre, Perth Concert Hall, The New Esplanade Hotel and Wesfarmers House Car Park.

Using Public Transport

Both the Elizabeth Quay Train Station and Elizabeth Quay Bus Port are located directly next to the Perth Convention & Exhibition Centre.