Financial Advisors Delivering Life-Changing, Wealth-Building Advice
At Wilson Pateras incorporating Endorphin Wealth, we do financial advice differently.
As a privately-owned firm, we build and provide financial strategies that are entirely custom made to the specific needs, desires, and goals of our clients.
At Wilson Pateras incorporating Endorphin Wealth, we match our client-first philosophy with our high-calibre, award-winning financial advisors to provide a genuinely unique financial planning service that is trusted by hundreds of individuals and families across Melbourne, Sydney, and the rest of Australia.
Read on to learn more about the Wilson Pateras incorporating Endorphin Wealth difference or leave your details on the adjacent form to book in a consultation with one of our experienced investment advisors in Richmond, Melbourne and Sydney.
Book a Free Consultation.
We're committed to providing customised service and advice to our clients. Prior to scheduling a consultation, we kindly request that you take into account our expertise in catering to high-income individuals, pre-retirees, established business owners, and individuals with investable assets over $500k.
Understanding when you need the help of a financial advisor can be hard to determine.
However, if you have ever asked yourself questions like:
- Will I have enough money to retire comfortably?
- How should I invest my savings?
- What should I do with the inheritance i just received?
- How will I support my family if I get injured or become ill?
Or pondered broader
lifestyle questions such as:
- Can i afford that overseas holiday i want to take every year?
- How can I achieve better work-life balance?
- How am I going to maintain or attain the lifestyle I want?
Then you can benefit from financial advice from an experienced investment advisor.
Whether it’s peace of mind for your family or a short-term goal you want to achieve in the next three or five years, seeking trusted financial advice in Melbourne and Sydney is a fantastic way to move towards a brighter future.
Advice you can trust.
"The right advice
everytime"
When it comes to finding an investment advisor that provides advice in your best interests, it can be hard to know who to trust.
But Wilson Pateras incorporating Endorphin Wealth stands out from the crowd for several reasons.
First of all, Endorphin Wealth is privately owned.
Therefore, you can trust that we are structured to firmly place the needs of clients first.
At Wilson Pateras incorporating Endorphin Wealth, we make a commitment to ensure our clients Feel Good About Their Future.
And that means so much more than sitting down with a client and working out how much money they need to retire.
For Wilson Pateras incorporating Endorphin Wealth, it’s all about understanding the life you want to live today and into the future.
Also central to our process is to truly understand our client’s tolerance to risk. This key building block helps inform what risk appetite clients have when making investment decisions and allows us to tailor portfolios accordingly.
Our financial planners put the time in to understand our clients at a deep level, so we can build a financial plan and investment strategy that caters for their lifestyle and their goals.
And it is in building this plan that the magic happens.
Expert Financial Advice You Can Trust
Of course, our financial planning and advisory service is about more than just knowing our clients.
Once we know our clients, their hopes, and their dreams, we use the vast range of expertise, experience and analysis at our disposal to provide tailor-made financial advice to help our clients maintain and build their wealth.
Through our first-in-class external research you can access some of the most prestigious names in asset management and investment allocation.
When it comes to implementing your financial and investment plans, we have access to a number of vehicles to ensure our investment advisors can action your investments efficiently and safely.
We use incredibly intuitive software, such as Lifeline and the Return On Life Index which we use to assist in the provision of our financial planning and advice.
Wilson Pateras incorporating Endorphin Wealth is also one of the few privately owned firms of its size with its own Managed Discretionary Fund.
Since opening our doors as financial advice experts in Melbourne, we have expanded to provide financial planning and advice to hundreds of families across Australia.
With over 70 five-star reviews on Google, our trail of satisfied clients speaks for itself and you can feel safe in trusting your future with us.
Getting started with financial advice.
"We take pride in
the advice we give"
Getting started on the road to a future you can feel good about is as easy as booking in your free consultation with an Endorphin Wealth financial planner.
Head to our Contact Us page to tell us a little bit about yourself, and we will match you with a financial advisor for your first consultation.
Our investment advisors are based in Melbourne and Sydney, and we are always ready to meet to discuss your financial future.
Make smart decisions about your money.
Make smart decisions about your money.
Retirement has changed, and we need to look at things differently.
Make smart decisions about your money.
Get the right financial advice and a solid wealth management plan.
Get the right financial advice and a solid wealth management plan.
