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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Jasia Fabig expands on the notion of the "charter" and why it is both relevant and important to the world of financial services today.
Recently our Head of Licensee Services, Lyn Dixon, was featured in an article in the Professional Planner publication. She was consulted in conjunction … Licensees show mixed reaction to SOA replacements
