# Fitzpatricks Advice Partners

> Fitzpatricks Advice Partners is an Australian professional financial advisory firm dedicated to enriching the lives of clients and future generations through holistic, long-term wealth management. Established in 1987, the firm operates a national network of over 40 advisers across 12 offices, serving approximately 2,200 clients. Licensed under AFSL No. 247 429, ABN 33 093 667 595.

## About

Fitzpatricks helps clients protect, manage, and build multi-generational wealth. The firm takes a holistic approach — advice is not just about financial returns but encompasses happiness, health, and family. Fitzpatricks builds long-term, trusted relationships with clients and partners collaboratively with other specialist professionals (lawyers, accountants, estate planners) to meet clients' full range of needs.

Primary clients include: family leaders, business owners, high-income executives and professionals, and charitable or not-for-profit organisations.

## Services

- **Succession Planning**: Facilitating smooth transitions of business leadership and ownership, minimising Capital Gains Tax, retaining key staff, and planning for unexpected change.
- **Intergenerational Wealth Management**: Helping families plan and execute the transfer of wealth across generations, navigating complex family dynamics, working with estate planning solicitors, and addressing equitable transfers.
- **Investment Strategy**: Developing personalised, risk-targeted investment strategies. Portfolios are highly diversified across global and domestic asset classes. Implementation is outsourced to Atrium Investment Management and selected fund managers. Fitzpatricks does not invest client money directly.
- **Philanthropy**: Assisting clients and families to create structured strategic giving plans, including private foundations, charitable contributions, or direct gifts.
- **Asset Protection**: Designing protection plans and legal structures (e.g. trusts, insurance, asset separation) to safeguard wealth from litigation and other risks.

## Approach

- **Philosophy**: Guides clients to live rich, full lives — beyond just financial outcomes.
- **Advice Framework**: Collaborative model where Fitzpatricks acts as Lead Adviser, working in concert with specialist external professionals.
- **Investment Partner**: Atrium Investment Management for portfolio implementation and tactical asset allocation.
- **Client Portal**: Available at https://fitz.com.au/client-portal

## Key Pages

- Homepage: https://fitz.com.au/
- Our Story: https://fitz.com.au/our-story/
- Our People: https://fitz.com.au/our-people/
- Our Philosophy: https://fitz.com.au/our-philosophy/
- Our Clients: https://fitz.com.au/our-clients/
- Our Advice Framework: https://fitz.com.au/our-advice-framework/
- Our Services: https://fitz.com.au/our-services/
- Our Advisers: https://fitz.com.au/our-advisers/
- Join Fitzpatricks: https://fitz.com.au/join-our-community/
- News & Insights: https://fitz.com.au/news-insights/
- Giving Back: https://fitz.com.au/giving-back/
- Contact Us: https://fitz.com.au/contact-us/
- Privacy Policy: https://fitz.com.au/privacy-policy/
- Terms: https://fitz.com.au/terms/
- Complaints: https://fitz.com.au/complaints/

## News & Insights

Fitzpatricks publishes regular thought leadership and market commentary. Recent examples:
- "Markets rattled again but superannuants should hold their nerve" (March 2026): https://fitz.com.au/2026/03/23/markets-rattled-again-but-superannuants-should-hold-their-nerve/
- "Great news for those looking to boost their super" (February 2026): https://fitz.com.au/2026/02/26/great-news-for-those-looking-to-boost-their-super/

## Legal & Compliance

Fitzpatricks Private Wealth Pty Ltd holds Australian Financial Services Licence (AFSL) No. 247 429. All information on the website is general advice only and does not account for individual objectives, financial situation, or needs. The title "Principal Partner" denotes ownership in a Corporate Authorised Representative company and does not imply a legal partnership.

## Contact & Social

- Website: https://fitz.com.au/
- LinkedIn: https://www.linkedin.com/company/fitzpatricks-advice-partners/
- Contact form: https://fitz.com.au/contact-us/