By working with you to design your committed future and get financially organised, together we build foundations that support you living an enriched life.
The vision you have for your life, alongside your goals and priorities, provides important insights into who you are and what you value. That context then informs the content of your personal strategy.
Your vision also paints a clear picture of what success looks like, enabling us to monitor and measure your progress towards your goals.
We’re here to guide you to achieve targeted outcomes and deliver your committed future.
Our clients trust us explicitly to liaise and collaborate with their other trusted partners, on their behalf, to facilitate and drive the efficient execution of their plans.
For over three decades, Fitzpatricks has been partnering with some of Australia’s leading accounting, legal and professional services firms, to help our shared clients manage complexity and get financially well organised.
Our unique Lead Adviser philosophy and advice model is built on intimately understanding our clients’ individual circumstances, needs and objectives, alongside their beliefs and perspectives, to create a pathway to the life they want to live.
We spend time getting to know our clients and helping them understand what really matters to them. We operate across their entire balance sheet, often supporting multiple generations in one family.
The strength of our client relationships enables us to play the leading role in the ongoing management of their personal, business and financial affairs.
Our clients trust us explicitly to liaise and collaborate with their other trusted partners, on their behalf, to facilitate and drive the efficient execution of their plans.
That richness is about so much more than money. It is also about happiness, health and family.
We are passionate about building trusted, long-term relationships with our clients, and supporting them to achieve the life they want.
Our approach combines both IQ and EQ to help clients understand what’s truly important to them before developing a strategy that maximises the probability of them achieving their goals.
To get our clients thinking about what really matters, our conversations focus on the four Ls: Live, Love, Learn and Legacy. Put simply, our process gets clients thinking deeply about the life they want to live, the people they love, the things they want to learn about, and the legacy they want to leave.
This context is invaluable and informs the content of their strategy. It enables us to create a pathway to their committed future and the life they want to live.
