Find An Adviser

Our team of investment professionals have over ten years of experience in successfully customising investment portfolios for private wealth clients. These customised accounts are known as Individually Managed Accounts or Managed Discretionary Accounts. These accounts can be tailored to meet quite specific investment objectives.

Whilst the Managed Discretionary Account service is our premium investment offering, it is not suitable in all situations. Our advisers have access to a broad range of investment solutions to meet your specific needs.

For more information on these services speak to one of our advisers today.
Find An Adviser

This information is not personal advice and you should not act on it unless you have received personal advice from a licensed adviser. Please read our Important information.

 


 

Performance Reports

Click here to view the latest MDA Risk Targeted Portfolio Report Click here to view the latest MDA Specific Portfolio Report

FIND THE RIGHT ADVISER

Fitzpatricks advisers include some of Australia’s most experienced and qualified professionals. Located across Australia and available for a no obligation initial meeting to discuss your life goals and aspirations.

FIND AN ADVISER

LEARNING CENTER

Visit our library of resources containing educational articles and videos to help you live a great life and to keep you updated on financial matters.

EXPLORE LEARNING CENTER

PRIVATE WEALTH PROGRAM

Our Private Wealth Program gives you a financial road map, including action planes to achieve your three and 10 year goals.

SEE PROGRAM DETAILS