We exist to enrich the life of our client.
Our effort is enhanced by the power of strong collaborative partnerships, working closely with clients to define, plan and execute on all the individual ways that “life enrichment” works for you.
With the right foundations in place, and strong ongoing support, we see positive transformation occur. Clients express this in different ways: feeling ‘sorted’, gaining ‘peace of mind’ or simply being in control.
We call it the power of a life lived on purpose.
Removing obstacles, achieving goals, planning for the best and accounting for life’s unexpected challenges and opportunities.
Our business structure is purpose-built for life enrichment. We are a privately-owned advisory firm. And we specialise in wealth preservation, estate planning and investment management services. Our clients include many successful Australians and their families.
Our proud heritage includes pioneering client-centred financial advice, and providing a fee-based approach for planning, guiding and project managing the affairs of our clients.
Our advisers are highly qualified, experienced and work to the highest ethical standards.
Fitzpatricks advisers include Australia’s most experienced and qualified professionals. Our advisers undertake ongoing professional development and our firm is bound by the Professional Code of the peak body, the Financial Planning Association of Australia (FPA).
Senior advisers have earned a minimum CFP (Certified Financial Planner) professional designation.
Our Private Wealth advisers operate with a low client to adviser ratio.
The Fitzpatricks Private Wealth advice model works on the principle that one adviser may service the enrichment needs of between 40-90 private wealth clients. This is low by industry standards and goes to the heart of our care for the client. That means a Fitzpatricks adviser has the resources, the time and the backing to truly look after your needs.
How may we enrich your life?Find An Adviser