Fitzpatricks Gold Coast looks after 50 selected high nett wealth families and successful business owners. Typically our clients have assets between $2 million and $50 million. The three areas we focus on for our clients are wealth succession/asset protection, estate planning and helping them make smart choices with their money.
The Style of advise we run for clients is a kin to being on their family board. It’s a fee for service business based on an agreed scope of work.
We endeavour to keep our clients financially well organised across the aspects of taxation, legal and financial strategies. We work in a collaborative environment with other specialists within the tax and legal professions.
Ultimately our job is to protect and grow our clients personal balance sheet.
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.