Patersons Securities Limited
CALL PATERSONS ON 1300 582 256

Financial Planning

Full range of investment and financial services

In today’s complex and changing economic and legislative environment, it is imperative to plan for the creation and preservation of wealth.

Our advice is proactive and tailored to your particular circumstances.

With a number of Certified Financial Planners®, backed by a wealth of local and national expertise, our investment recommendations are based on thorough economic, financial and investment research.

Our financial planning professionals can develop a strategy that includes:

  • Comprehensive Financial Planning Advice
  • Superannuation and Retirement Planning
  • Investment Structures
  • Estate Planning
  • Insurance Advice
  • Corporate Superannuation Services

Achieve 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 reports 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 a full-time occupation and financial planning is essential for anyone who is serious about achieving financial independence.

We work closely with you to minimise tax and enhance investment returns.

We don’t prepare your tax returns, but we will work with your accountant to plan the best overall tax strategy.

We don’t write your Will, but we will work with your solicitor to help protect your estate from excessive taxation and to maximise financial security for your dependants.

We are happy to assist you and to answer any questions you may have about our full range of products and services.

You can contact a Patersons Securities Financial Planner by calling 1800 001 143.