Fitzpatricks Advice Partners has been helping Australians build, protect and transition wealth since 1994. A team of dedicated advisers, united by a shared philosophy.
Fitzpatricks Advice Partners has been helping Australians build, protect and transition wealth since 1994. A team of dedicated advisers, united by a shared philosophy.
Fitzpatricks Advice Partners has been helping Australians build, protect and transition wealth since 1994. A team of dedicated advisers, united by a shared philosophy.
Brisbane’s economic transformation is creating wealth and complexity faster than many families anticipated. Fitzpatricks Advice Partners brings the depth of advice that keeps pace.
At Fitzpatricks Advice Partners, our Lead Adviser model is built for clients whose financial lives have grown in complexity. A discretionary trust, a self-managed super fund (SMSF), business equity, a succession plan and an evolving estate do not sit in separate conversations here, they are held together by one Lead Adviser who coordinates across all of it, bringing in the right specialists at the right time. That is where Fitzpatricks Advice Partners makes a difference.
Our advisers are known for having the in-depth conversations that many families find hard to start: family dynamics, succession, legacy and the purpose behind wealth. You have one person responsible for keeping every moving part aligned, coordinating the specialists your situation requires and ensuring every element of your strategy works together. With a deliberately low client-to-adviser ratio, your adviser has the time to truly understand your circumstances, priorities and ambitions.
Brisbane’s economic transformation has generated significant prosperity across construction, property, engineering, healthcare, resources, farming and professional services. Many business owners, executives and professionals now find their wealth has grown more quickly than the planning around it.
We also work with families approaching intergenerational wealth transfer, professionals managing both business and personal wealth, and those with significant property and investment wealth and want to ensure it passes to the next generation in the right way.
If your financial life has grown in complexity, this is where we can help.
Each of the following services is delivered through the Lead Adviser model: one senior Fitzpatricks Advice Partners adviser who understands the full picture of your financial life and coordinates across the specialists you need.
For many Brisbane business owners, executives and professionals, wealth is rarely held in a single structure. Investment decisions need to align with trusts, superannuation, business interests and long-term family objectives.
At Fitzpatricks Advice Partners, portfolio strategy begins with a clear understanding of who you are: your goals, your genuine capacity for risk and what your portfolio needs to do alongside your broader wealth. From that foundation, we build and oversee a portfolio through a curated panel of specialist investment managers, each subject to ongoing research. Investment strategy is never considered in isolation. Each investment decision connects to your tax position, estate plan and wealth structuring.
Queensland's construction, property and professional services sectors have grown significantly over the past decade, accelerated by the 2032 Olympics infrastructure pipeline. Many businesses now carry substantially more value than their owners' succession plans account for. The proceeds of a business sale are often the single most significant liquidity event a family will experience, and how they are structured in the months and years that follow has consequences that are difficult to reverse.
Fitzpatricks Advice Partners coordinates the legal, tax and investment dimensions of a business exit through one Lead Adviser, working alongside your solicitor, accountant and business broker so every decision reflects the same plan. For most owners, that is a three to five year planning process, not a six-month sprint.
A significant transfer of wealth between Australian generations is already underway. For Brisbane families managing wealth across multiple structures and generations, a Lead Adviser who knows the whole family, including the adult children, provides a continuity of relationship that is difficult to replicate.
The discussions that matter most at this level are rarely about legal mechanics. They are about values, what each generation is expected to steward, how decisions will be made when the family is under pressure, and what the wealth is ultimately for. These are the issues most families defer the longest. At Fitzpatricks Advice Partners, we are practised at leading them, and at translating what emerges into governance frameworks, Family Charters and Family Council arrangements that give those agreements structure and permanence.
For Brisbane families with significant or growing wealth, how assets are held matters as much as what is owned. Business owners carrying personal liability exposure through directorships, guarantees and professional obligations face decisions about trust structures that have consequences for their binding death benefit nominations, income splitting arrangements and how assets pass between generations. Your Lead Adviser coordinates the legal, financial and governance dimensions through a single ongoing relationship.
Read more about wealth structuring and family governance
For families whose wealth has grown to the point where coordinating investments, tax, estate structures and the next generation have become a full-time challenge, a virtual family office structure brings coherence across every dimension. Fitzpatricks Advice Partners acts as the central coordinating point across every adviser in your life. Clients describe it as having a family CFO: someone with accountability for the whole financial picture, coordinating specialists and ensuring every strategy remains connected.
Read more about our emerging family office services
At Fitzpatricks Advice Partners, the relationship begins not with your portfolio, but with your goals and the life you want your wealth to support. Your Lead Adviser holds every dimension of your financial life in view, from investment strategy and wealth structuring to estate planning and business succession. They coordinate the right specialists at the right time and ensure every decision remains aligned with your family’s objectives.
Clients often describe their Lead Adviser as a family CFO: someone who brings clarity, coordination and accountability to complex financial affairs, ensuring every adviser and every strategy is working towards the same outcome.
Queensland’s 2032 Olympics infrastructure pipeline has accelerated construction, engineering and development activity across Brisbane in ways that were not fully anticipated a decade ago. Businesses in construction, property services, professional services and the trades that were modestly profitable in 2019 may now carry substantially more value. Many of those owners have not had a recent independent business valuation and have not updated their exit strategy to reflect the change.
The succession planning conversation starts well before any sale process begins. It includes understanding the current value of the business, structuring the exit to manage capital gains tax effectively, aligning the proceeds with the estate plan and family structures, and ensuring the investment strategy is ready to receive a significant liquidity event. For most owners, that is a three to five year planning window, not a six-month sprint.
The Brisbane market is in a period of sustained economic growth that most business valuations have not caught up with. Getting an independent valuation now, and starting the planning process, is not a signal that you are ready to leave. It is how you ensure that when you are ready, the exit happens on your terms.
A Brisbane business owner’s succession plan does not sit in isolation. It connects to the estate plan, the investment strategy, the family trust structure and the superannuation fund. Fitzpatricks Advice Partners coordinates that full picture through one Lead Adviser, who works alongside your solicitor, accountant and other specialists to ensure every dimension is aligned. You have one person responsible for how all the pieces fit together.
Your goals, your concerns, and what you want your wealth to achieve for you and your family. Our advisers know how to ask the right questions to uncover what matters most, often surfacing opportunities and challenges you may not have considered. There is no selling and no obligation. What you share remains confidential.
From that conversation, your Lead Adviser builds a complete picture of your financial and family situation before any recommendations are made. A strategy is then developed that coordinates across investment, tax, estate planning and structures. Once in place, it is reviewed as life changes. Whether it is a business sale, a family event or a major market shift, your Lead Adviser stays ahead of what is changing and ensures the plan stays aligned with your end goals.
Fitzpatricks Advice Partners works with clients across Brisbane, including Fortitude Valley, the Brisbane CBD, New Farm, Teneriffe, Hamilton, Ascot, Clayfield, Toowong, St Lucia, South Brisbane, West End, Kangaroo Point and surrounds. We also work with business owners and families across the broader South East Queensland region, including the Sunshine Coast, Ipswich and the Darling Downs.
For Queensland clients whose existing adviser is based interstate, Fitzpatricks Advice Partners works nationally, and the transition to a Brisbane-based Lead Adviser can begin at any time.