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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Are you considering helping your kids get onto the property ladder – whether for their first home or investment property? Before jumping in … Helping the kids become homeowners
The general transfer balance cap will increase from $1.9 million to $2 million from 1 July 2025 – barring any government intervention – … Indexation of Transfer Balance Cap
