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Our investment approach aims to protect and increase your wealth.

The investment philosophy of Fitzpatricks is based on the following three tenets:

Preservation of Capital – We aim to preserve your capital. We believe the first requirement to achieve optimal long term investment outcomes, is to preserve capital. This is of central importance in generating long term wealth. Although we cannot guarantee the preservation of capital, we believe it is highly probable to achieve over the long term with implementing the right investment approach and ongoing active management of the portfolio.

Focus first on risk rather than short term returns – By firstly assessing all the risks inherent in an investment, as well as understanding the volatility of an investment, we can achieve greater returns over the longer term.

Seek a consistent positive return outcome – By seeking to generate more consistent returns over time, the power of constant compound returns will deliver better results for our clients.

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.

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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.

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PRIVATE WEALTH PROGRAM

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

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