KEEPING YOU INFORMED EVERY STEP OF THE WAY
We have an extensive library of videos and information available for you.LATEST ARTICLES
How long will my retirement savings last?
The Retirement Income Review (RIR) noted that many retirees leave large bequests and they would have enjoyed a higher standard of living in retirement if only they had spent some of their capital, not just the income from their investments.
What indexation means to inheritance
From 1 July, change to the superannuation system and contribution caps may give you the opportunity to get more into super and keep more in it.
OUR SERVICES
-
string(15) "01privatewealth"
Private Wealth Program
-
string(10) "02business"
Business succession planning
-
string(8) "03estate"
Estate
Planning -
string(14) "04familyoffice"
Family Office and family Board Administration
-
string(16) "05personalinjury"
Personal Injury Service
-
string(14) "06philontrophy"
Philanthropy Charitable Giving
-
string(13) "07retirements"
Retirement
Planning -
string(8) "08wealth"
Wealth
Preservation -
string(12) "09investment"
Investment Portfolio Services
-
string(9) "10adviser"
Speak with one of our experienced advisers
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.
LEARNING CENTRE
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.
PRIVATE WEALTH PROGRAM
Our Private Wealth Program gives you a financial road map, including action plan to achieve your three and 10 year goals.
