Find An Adviser

Five industries profoundly changed by COVID-19

By Angus McLeod, on behalf of Firstlinks July 2020 Four months have passed since the country and the world were rocked by a pandemic not seen in the lifetime of almost everyone. The virus has caused a major shake-up in the way we work, play, shop and live. There will be huge ramifications for many years to…

Live to 100

By Dr. Ross Walker July 2020 In the modern world, one person per 10,000 lives beyond the age of 100. There are small pockets around the world known as the “Blue zones” where people have extraordinary longevity. But, is this all good luck and pure genetics or are there lifestyle factors that are also vitally…

The power of appreciation

By Kamal Sarma June 2020 Understanding The Relationship Between Positivity And Productivity If we take a moment to think of the kind of situations that cause people to go “above and beyond”—whether it’s a parent staying up all night with an upset child or an activist willing to risk anything for a cause—we soon notice…

Sleep and Happiness

By Dr. Ross Walker April 2020 Sleep and happiness are two of the five keys for being healthy. Sleep is a vital part of our day with 7 to 8 hours of good quality sleep per night being as good for your body as not smoking. The purpose of sleep is to rejuvenate, repair and…

The Hygiene hypothesis, infections and allergies

By Dr Ross Walker, February 2020 25% of Australians are affected by some form of type one allergy which includes asthma, hay fever, urticaria and anaphylaxis. Allergies can come in the form of food, pollen, dust, house mites, mould or even allergies to animals. Over the years, there have been a number of different hypotheses…

Ensure you get it right when making a ‘downsizer contribution’

By Colin Lewis December 2019 If you’re aged 65 or more and sell your home, you may be able to contribute some, or all, of the sale proceeds into superannuation.  Making what is known as a ‘downsizer contribution’ is an opportunity to top-up your super even if you’re normally ineligible to contribute due to your age,…

Change the way you see the world

By Jessica Gallagher, Paralympic Medalist December 2019 It has been an absolute pleasure to be a part of the Fitzpatrick’s team for the recent client events these past few months and I’d like to thank you all for I have met many incredible people and been a part of many wonderful conversations over the events. It…

What happens to my SMSF when I die?

By Colin Lewis November 2019 There are many reasons for setting up a self-managed superannuation fund (SMSF). It could be the desire to take control of your super, or wanting to invest in something that can only be held in an SMSF, such as direct property – with the spotlight on investment diversification, more attention must…

Seven major trends affecting Australians in retirement

By Anthony Asher, David Knox, Michael Rice on behalf of Cufflinks, September 2019 In designing a system that will be robust in the face of social, economic or demographic changes, it is useful to note major trends that will affect Australians in retirement. A sound system will be dynamic and require change from time to time.…

Super Proceeds Trusts

By Colin Lewis, September 2019 Planning for the inevitability death – while morbid – is important. It gives you comfort knowing that what you’ve accumulated will go to your intended beneficiaries and it gives your loved ones, peace of mind knowing they’ll be looked after. On death, when it comes to your superannuation, only your…

FIND THE RIGHT ADVISER

Fitzpatricks advisers include some of Australia’s most experienced and qualified professionals. Located across Australia and available for a no obligation initial meeting to discuss your life goals and aspirations.

FIND AN ADVISER

LEARNING CENTRE

Visit our library of resources containing educational articles and videos to help you live a great life and to keep you updated on financial matters.

EXPLORE LEARNING CENTRE

PRIVATE WEALTH PROGRAM

Our Private Wealth Program gives you a financial road map, including action plan to achieve your three and 10 year goals.

SEE PROGRAM DETAILS