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“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 performing 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

“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

“Thanks for your ongoing support in helping manage 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

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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