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Isabel Vaz Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd

Isabel is passionate about empowering her clients to make financial decisions with confidence and purpose through a lifetime of changes. By working alongside her clients towards a shared vision of their goals and objectives, Isabel builds relationships not only of an adviser, but also of a guide and confidant.

During her time in the financial planning industry, Isabel has held senior financial planning roles in major banks, before building her own practice in 2007. Having first hand knowledge of the challenges and opportunities faced in both an executive life and as a business owner, Isabel is able to relate to each of her clients situations when creating strategies and assisting them in implementing them.

Away from work, Isabel leads an active lifestyle from bushwalking to bike riding with her family. She is also heavily involved in her son’s school community, philanthropy and loves entertaining with her husband for family and friends.

Qualifications/Memberships

  • CFP® Practitioner Member (FPA)
  • Certified Financial Planner® (FPA)
  • Advanced Diploma of Financial Planning (Deakin)
  • Self Managed Superannuation Funds (Kaplan Professional)

Areas of expertise

Asset Protection and Business Structures

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Centrelink Benefits

Key Person Insurance Strategies

Group Insurance Solutions

Experience

  • 20 years experience in financial services industry
  • 15 years experience as a financial planner

Testimonials

“I have had the pleasure of having Isabel Vaz as my financial adviser for 9 years.  Isabel always makes the financial planning process so easy to understand, and I am so relieving to learn at each review that I am on track.  It’s a bit like an annual blood test after I get the results, I feel so relieved that I’m fine and ok, I feel like a new leaf!

When I first went to see Isabel as my Financial Adviser, I was divorced a few years, getting ever closer to retirement age, and still grappling with taking charge of my finances. Having a nest egg to allow me to retire seemed an impossible dream.

Since then, Isabel has been nothing short of a god-send for me. She has always been approachable and caring, willing to explain everything technical in simple terms that I can understand. We carefully mapped out long-term plans, and followed up regularly over the years to see if our short term goals are met. She never took unnecessary risks with my savings, and was always completely accountable with her financial advice and investment. Most importantly, Isabel was always encouraging each time we met, and genuinely interested in how I was progressing. With Isabel on my team, I’m proud to say, I was able to get together a nest egg, and retire just a few months before I turned 65 – a good 4 years short of our initial plan! I couldn’t have done that without Isabel’s guidance and sound investment strategies; and Isabel was just as jubilant as I was with my success!

I’d highly recommend Isabel Vaz to anyone who is seeking to have a reliable, capable and caring Financial Adviser.”

Dr Grace

 

“I have had the pleasure of knowing Isabel Vaz for some 11 years.

During that time, she has impressed me with her many diverse capabilities, honesty and integrity. She has always demonstrated superior knowledge and armed with her expertise, she has guided me through the many possible pitfalls evolving from a long and dedicated working life in the advertising/media industry through the transition to retirement that can at times be difficult.

I have great faith and trust in Isabel as both a very likeable person and financial adviser and on this basis have had no hesitation in introducing her to several of my friends and business acquaintances.”

Felicity L Goscombe

Contact details

Isabel Vaz

02 9248 8072

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Level 5, Challis House, 4 Martin Place, Sydney NSW 2000

02 9248 8072

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