YOUR
ADVICE
PARTNER
We provide partnership opportunities to take you
and your practice to the next professional level.
ADVICE
Partnering with Fitzpatricks Private Wealth is an exclusive experience with multiple opportunities to help sustainably grow your business. Our unique Lead Adviser community and philosophy is underpinned by twenty years of success in a high net worth, client-centric, and fee for service business model. Download our Partnering Together Overview to learn more about the Fitzpatricks Partnership Community pathways we have created for the elite Lead Adviser network.
The advice profession is transforming and many established
financial advisers are unsure of where to next.
WHERE DO YOU STAND?
Taking the journey to Scale
- Robo Fin Tech advice
- Product focused
- Too many clients
- Compliance overloaded
- Overcomplicated processes
- Overworked & stressed
- Lack of professional community & inspiration
Taking the journey to Value
- Highly specialised in complex financial advice
- Working with high net worth – ultra high net worth clients
- Low client to adviser ratio and better work life balance
- Client centric advice
- Fee for service model
Want to learn more about transforming your business?
Schedule a call with our partnership consultant, Anthony Vaiente
Hear What Our Advisers Have to Say
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“We moved from 7 to 3 staff as a consequence of the business becoming more efficient. Ironically the service we are delivering to our clients is superior.”
– Sidney Lim on creating a streamlined business with John Woodley from Fitzpatricks
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“What I really wanted from the heart was to take all my red tape tasks off the table and free myself to focus on building the business… while spending more quality time with my family”
– Isabel Vaz on joining Fitzpatricks for its ethical and client centric approach
IS THE FITZPATRICKS CULTURE A FIT FOR YOU?
A Lead Adviser, family CFO style, philosophy of advice
Sustainable growth and community mindset
Private ownership – by advisers for advisers
Elevating the advice profession with ethical and ‘best of breed’ capabilities
ARE YOU INTERESTED IN THIS KIND OF SUPPORT?
Coaching and Mentoring
Intellectual Property Sharing
Strong Peer Network
In this video our Group CEO Jodie Blackledge and Co-Founders Scott Fitzpatrick and John Woodley discuss what’s at the heart of our company.
DOWNLOAD YOUR ADVICE PARTNER
ELEVATING THE ADVICE PROFESSION
LEAD ADVISER
PROFESSIONAL
COACHING
We’ve been walking the talk for over 20 years with our Lead Adviser coaching program. Combining technical skills with deep emotional intelligence you can learn how to be a true financial partner to your valuable high net worth clients.
“While I have always known absolutely that it’s about clients’ goals and objectives and enabling them to have a better life that they want, I don’t think I’ve ever had the right tools and the right connections, and the right belief systems on how to actually implement that. The Lead Adviser course has definitely given me what I have been searching for”
Rebecca Carr how2plan
MEET THE FOUNDERS AND COACHES
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Scott Fitzpatrick
Co-Founder Fitzpatricks Group
An early advocate for head and heart financial advice, Scott is an industry leading adviser’s coach and a practicing high net worth financial adviser. For over 20 years his vision to help elevate the advice profession and bring together a community of ethical and elite professionals has been realised through Lead Adviser. He also regularly shares his passion and IP on quality advice through The GAF podcast. -
John Woodley
Co-Founder Fitzpatricks Group
With his more than 20 years’ experience in financial services, including running his own successful high net worth practice in Brisbane, John actively coaches advisers to build great client-centric sustainable businesses. He leads with sound ethics, a high degree of business strategy and advisory smarts together with human connection to help Lead Advisers focus on service to the client. -
Brian Fitzpatricks
Emotional Intelligence Coach
Brian is an independent high performance coach. His expertise is in helping elite Olympic athletes as well as executive business owners to clarify, plan and achieve their goals so they can create the lives they want to lead. His unique approach uses emotional intelligence skills to help advisers elevate the conversations and connection they have to their own business and their clients’ life plans. -
Terri Reid
Business-Life Coach
Working as an independent business-life coach, Terri specialises in guiding people to realise their value personally and in business. With over 20 years in business, Terri combines her experience as a financial adviser with her expertise as an emotional intelligence coach to support business and personal growth. People appreciate her way with words and her ability to bring philosophical concepts to life in a very personal and practical way. -
Paul Crane
Strategy Leadership Coach
A highly experienced strategic business leader and coach. Paul specialises in sharing intellectual property to help at the business and individual level for both commercial and cultural growth. His skill in connecting vision with focus means advisers learn to create their desired business and lifestyle outcomes. -
“To be able to master emotional intelligence, we think is one of the key ingredients to great advice and is a real focus point for us”
Brian Fitzpatrick, Emotional Intelligence Coach
Lead Adviser coaching program teaches you how to go from being a ‘one man band’ subject matter expert in trying to do it all, to becoming the conductor of a team of experts.
WHAT YOU WILL LEARN IN THE TWO DAY EVENT
- Meeting and Engagement Skills
- Emotional Intelligence Skills
- Core and Critical Advisory Frameworks
Get a sneak preview of the emotional intelligence
training by downloading the first video module.
LEAD ADVISER FEEDBACK FROM PAST ALUMNI
“For advisers there’s a lot of noise in the industry, and as we merge into a profession this course will give you an insight into what your business and future could look like”
Scott Fitzpatrick
Fitzpatrick and Lead Adviser co-founder
DEEPER INSIGHTS
COMMUNITY & EVENTS
NEWS & MEDIA
- The benefits of improving EI skills
- Fitzpatricks Chief Executive Jodie Blackledge interviewed by Professional Planner
- Value, not scale focused: Fitzpatricks takes new M&A lens
- In the Community - You're only as biased as your blind spots
- Fitzpatricks Private Wealth - 2022-23 Federal Budget Analysis by Colin Lewis
- Professional Planner - Part-time licensing in the frame: ‘Flexibility is quite challenged’
AS SEEN IN
GET IN TOUCH
Have our partnership consultant, Anthony Vaiente, contact you directly about the range of opportunities to connect with Fitzpatricks Private Wealth.
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