Our Clients

Develop a pathway to live the life you want

We provide financial advice and guide our clients to manage the complexity in their lives. We put our clients on the path to prosperity and happiness, not only to enrich their lives but the lives of future generations.

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Family First

Our clients are all different, but they all care deeply for their families and want a rich and fulfilling life

Since 1987, Fitzpatricks Advice Partners has been helping successful individuals and families to protect, grow, manage, and transfer their wealth to future generations. 

Our clients are primarily family leaders, business owners, and high-income earning executives and professionals. We also work with inspirational charities, foundations, and non-profit organisations. 

The people who appreciate our approach tend to have sophisticated advice needs due to the complex nature and size of their wealth. This may include large investment portfolios, extensive property, and holdings in family businesses and trusts. They see themselves as the custodians of their wealth and have a strong desire to provide for future generations.

Our clients value working with professionals who appreciate that having a strong financial foundation requires supporting the intangible factors that create a rich life.

Client Testimonials

What our clients say about working with us

“It is hard to put a title on what Glen does, technically he’s a financial adviser but it really feels like he is a life adviser.  It has been really good to have Glen help navigate life and not come at it with just a returns perspective but a more holistic view.”

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Jeff Morton

“It is fair to say in my experience, the vast majority of clients want a complete and integrated solution for their financial planning needs but few financial advisers provide this or are particularly interested in it. This is where I have found Fitzpatricks to be different. For the clients I have referred Fitzpatricks I have seen them assist clients develop their strategic plan and then implement their plans long term for the future.”

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Vince Fitzsimons

“For the last two years Leonard Gennusa has been my Financial Adviser. Through difficult times Leonard has taken care of my affairs, always been honest with me and displayed professional conduct throughout. I’ve always felt that Leonard has my agenda foremost, not his own. I have confidence knowing that Leonard is looking after our affairs and is just a phone call away.”

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Terry Rooney

“Thanks for your ongoing support in helping manage my financial affairs. It is great to have someone very knowledgeable and trustworthy giving me counsel, doing competent research, handling the transactions, structuring and reviewing an investment plan and responding to new queries.

 

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Alan Cransberg
Our Advisers

A team of dedicated, expert professionals, here to guide you towards your financial future.