With our Head Office located in the beautiful Hunter Valley, NSW, the team at Fitzpaticks Hunter Valley are passionate about helping people achieve financial peace of mind for a richer journey.
With an emphasis on creating, building and protecting your wealth we provide investment and financial planning advice –we won’t offer you cookie cutter solutions or an off-the-shelf investment strategy, but rather we see each of our clients as individuals. This ethos enables our advisers to take a big-picture view when creating your tailored financial planning strategy and to use the analogy “We want to make sure that when cutting down trees you’re in the right forest”.
At Fitzpatricks Hunter Valley we aim to help you organise your financial affairs so as to enable growth and protection of your wealth, whilst achieving a balanced lifestyle. We make it our business to understand your unique situation, goals, objectives and dreams, so that we can create an equally unique financial plan, focussing on what’s important to you. As your priorities evolve, we’ll position your financial strategy accordingly.
With a high level of professional excellence, focusing on building long term relationships within a transparent and trustworthy environment. We have all the in-house expertise needed to create and co-ordinate a balanced and fully integrated financial plan. We manage everything from superannuation and insurance through to investing in shares and property.
New clients are referred to us by word of mouth from existing satisfied clients, therefore client loyalty is extremely important to us, which is what we continually strive for.