What do our clients think about their experience with Us?

Please take time to read the following client testimonials.

They reflect the high level of satisfaction experienced by people who have partnered with Fitzpatricks.

First of all, thanks for your letter and invitation to express our satisfaction built on experience with you over the last ten years.

We hasten to add that assessing Fitzpatricks is not our go, as it is you we trust and quite frankly where you go, so do we.

Fitzpatricks undoubtedly have given you the vehicle to exert your skills and we feel confident that you have researched thoroughly their achievements to date and this obviously adds to our confidence.

We are quite happy for you to share our thoughts with prospective clients and are comfortable in offering testimonial to assist you in growing your business to our mutual satisfaction.  Perhaps you should not tell them about the ‘blood and feathers’ story though.

Seriously now, the last ten years in which we have been associated, has flown so fast that it feels like just yesterday that we first met and what you started off as a business venture has developed into a very harmonious personal relationship which we appreciate a great deal.

The fact that you continue to keep us in the luxury environment that we have come to enjoy now reinforces our belief that we could not have our financial affairs in better hands. Also the investment education received at your hands and the feeling that we are always at the cutting edge of new opportunities is interesting and competent.  This is always professionally explained in lay terms so that we can make informed decisions or change our portfolio to our mutual benefit.

Watching your development over the years we congratulate you not only for your business achievement but also your personal growth in professional management.

We have not in the past recommended you to friends or relations as our track record prior to meeting you was not flash however, ‘it is no longer a secret’ and will spread the success story….normal commission rates will apply!

Congratulations again and thanks for the opportunity to express our appreciation for your past efforts and with that is continues for a very long time.

Ralf and Trish Dennis - Investors - Newcastle

Fitzpatricks Newcastle

We, like many people today, are juggling careers, family, etc, and have insufficient time available to keep on top of the constant new developments in the ever-changing world of investment and financial planning. Fitzpatricks have taken our overall goals and developed a strategy which we feel comfortable with, and which is perfoming well for us. 

The added bonus, which is priceless to us, is the level of personalised service we receive. Over the five years we have been with them, Fitzpatricks have always been responsive, pro-active and positive; it's great to be able to feel secure about the financial planning side of life and to know that they are just a phone call away.

Ken Edwards and Connie Klimko

Just a short note to say how happy Jacquie and I have been and still are with our association with your good self and the whole team at Fitzpatricks Newcastle.

Since our retirement some two years ago, and our investment with your firm, we have been more than happy and pleased with your expert advice, knowledge, friendly service and the relationship we have formed together with the benefits we have gained.

It’s great to have confidence in the knowledge that our investments are in safe hands.

Many thanks.

Yours sincerely

Colin and Jacquie Johnston - Retired Golf Professional

Fitzpatricks Newcastle

"The Fitzpatricks client experience has given me more comfort and confidence in my overall planning. It has given me clarity around my business and investment structure. They provide a very professional and transparent service. The co-ordination of my planning around protection and estate issues, and the outsourcing to professionals has been very worthwhile. My wife and I have been transformed from cynics to advocates in this process."

Dr Chris Hardham: Veterinarian - Melbourne

“The importance of securing you and your family's financial future cannot be understated. Like many people, I simply do not have the time nor knowledge, so finding someone you can trust to manage this planning can be quite daunting. Thank goodness for Fitzpatricks.

Fitzpatricks are a knowledgeable, honest, and importantly friendly and accessible team of professionals who provide guidance and security in all aspects of investment, tax and financial planning. They provide our family with peace of mind and comfort knowing our affairs are in safe hands. This is the best security of all!”

Dr Barry Rigby: Doctor - Gold Coast

“The Fitzpatricks experience allows me to get on with the important things in my life, having confidence that the financial elements are looked after. I have peace of mind knowing there is professional management in place. The availability of my advisers and their networks of professionals give me re-assurance in my planning.”

Sharon Harvey: Investor - Sydney

"The Fitzpatricks service is something I had been looking for from my other professional advisers, but not delivered. Now that my estate issues have been addressed I have a sense of relief and achievement. The co-ordinated approach was easily explained and I now feel everything is organised in a highly professional manner."

Ian Berger: Businessman / Entrepreneur - Melbourne

“The planning from Fitzpatricks gave us confidence and direction in our planning whereas before it was piecemeal. Fitzpatricks work with our other professionals and we feel this adds to our overall strategy. Having assets protected and investments handled by a professional team allows us peace of mind.”

Christine & Joe Putman: Radiologist - Rockhampton

Dear Friends

We have been associated with Fitzpatricks since Glen Reilly transferred his business to your company in November 2006.  Prior to that we have been associated with Mr Reilly during his previous associations with other advisory companies.  Each movement of his business has been associated with an increase in our financial knowledge and wealth.

We have found our association with Fitzpatricks Newcastle to be open and transparent and have always been treated courteously and promptly.

The advisers in Fitzpatricks Newcastle have been helpful and ready to give us advice on all our enquiries regarding various terminologies used in financial planning.

Our accounts are handled well and the accuracy has been excellent.

When talking to friends about our superannuation we always speak highly of your company and would have no hesitation in recommending your services.

Yours truly

Max and Pam Cameron - Engineer

Fitzpatricks Newcastle