We are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.
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Fitzpatricks has been supporting people to achieve the life they want and get financially organised for several decades. Established in 1987, we have supported countless clients to protect, manage, and build multi-generational wealth.
Our Story
We exist to guide our clients to live a rich and full life. That richness is about so much more than money. It is also about happiness, health and family. We are passionate about building trusted, long-term relationships with our clients, and supporting them to achieve the life they want.
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Our clients are all different, but they all care deeply for their families and want a rich and fulfilling life. Our clients are primarily family leaders, business owners, and high-income earning executives and professionals. We also work with inspirational charities, foundations, and non-profit organisations.
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Experts, partnering with experts. As advice professionals, we respect and value the specialist knowledge and skills other experts can bring. We work in collaboration with like-minded professionals to meet the holistic needs of our clients.
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Adviser, expert facilitator, trusted confidante. Our comprehensive service and professional advice are tailored to meet your financial and lifestyle needs and goals.
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If you have some downtime during the holiday season, why not take stock of where you’re at financially and plan for the next … Planning for the New Year
The lodgement date for SMSF annual returns for 2024 is approaching unless you established a fund in the 2023-24 financial year and do your own return whereby the due date has passed (October 31).
