Trish Prince Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Trish Prince believes that making good choices in life is the key to a better future. This is especially true when it comes to our finances. Understanding that every person’s situation is different and that their needs are unique, Trish offers her clients perspective, experience and support to identify what is right for them. Trish partners closely with her clients to assist them in having the hard conversations and ultimately deciding which options to take to achieve their goals in life.
Trish is driven to seek the best possible outcomes for her clients and collaborates with other professionals where necessary. This allows clients to be both confident and comfortable that they are in the best position to enjoy the life they have now and be well prepared for the years ahead.
When Trish is not assisting clients to exceed their financial goals, she can often be found enjoying working in her garden alongside her daughter. Trish knows how important it is to balance the stress we experience in life with a true connection to friends, family and the world around us.
- Bachelor of Economics
- Graduate Diploma in Financial Planning
- AFP (Financial Planner)
- Member of Financial Planning Association (AFP)
Areas of expertise
Investment and Portfolio Construction
Retirement Planning and Pensions
Asset Protection and Business Structures
Insurance advice for individuals and business owners
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
- 20 + years experience in the Financial Services Industry
- Shareholder in FPWWA