Barton White Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Always making the right decisions in life can be hard but making the right financial choices is so much easier with a professional in your corner. This means having someone who understands your needs and wants, someone who considers more than just your income and assets, and someone who knows how to build and implement a successful strategy.
With a holistic total balance sheet approach to finances, Barton White believes in actively listening to his clients and helping them to form detailed plans with the greatest probability of success. By building long-term and close working relationships, Barton acts as both your personal risk manager and family chief financial officer. In keeping you informed while he takes care of the details, Barton gives you the confidence that your finances are sorted so you have more time to enjoy life.
Barton is passionate about helping clients to achieve all that is important to them and is energised by the challenges and opportunities that this presents. Each person’s situation is unique and requires an individual approach to maximise the outcome. By surrounding himself with a best-of-breed team of professionals, Barton ensures that his clients receive the best advice across all aspects of their finances.
Understanding that awareness and balance are important not only in financial matters, Barton also invests time in living life. Outside of work, he makes sure to spend quality time with family and friends and enjoys playing a round of golf or being out in the water surfing.
Fitzpatricks Private Wealth Gold Coast Pty Ltd, ABN 90 903 135 093 is an Authorised Representative of Fitzpatricks Private Wealth Pty Ltd.
- Bachelor of Business (Financial Planning)
- Self Managed Superannuation Fund Specialist (Kaplan)
- Member of the Financial Planning Association
Areas of expertise
Investment and Portfolio Construction
Retirement Planning and Pensions
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Self Managed Superannuation Funds (SMSF)
Personal Injury and Medical Negligence Claims
Tax Effective Wealth Strategies
Small to Medium Enterprises (SME)
Divorce and Financial Settlements
Strategic Financial Advice
Key Person Insurance Strategies
- Financial advice profession since 2011