“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, Executive Chairman, Wotwerz and Connie Klimko – Executive at IBM
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.
Colin and Jacquie Johnston – Retired Golf Professional
“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
“For the last two years Leonard Gennusa has been my Financial Adviser. Through difficult times Leonard has taken care of my affairs, always been honest with me and displayed professional conduct throughout. I’ve always felt that Leonard has my agenda foremost, not his own. I have confidence knowing that Leonard is looking after our affairs and is just a phone call away.”
Terry Rooney: Partner of Deloitte for 20 years – 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
“Thanks for your ongoing support in helping mange my financial affairs. It is great to have someone very knowledgeable and trustworthy giving me counsel, doing competent research, handling the transactions, structuring and reviewing an investment plan, responding to new queries promptly and ensuring I usually get superior returns to the market.
You play an important role in managing my investment portfolio and it is appreciated.”
Alan Cransberg: Managing Director, Alcoa of Australia – Sydney