Fitzpatricks Private Wealth CAG provides customer centric financial advice to individuals and families, specialising in advising senior executives, medical specialists, professionals, business people and retirees.
Our aim is to deliver greater financial certainty to our client’s and to help them get financially well organised to take full advantage of achieving the most meaningful financial outcomes in their lives.
We help clients gain an awareness of market opportunities and set up their financial affairs so they can look forward to the future they have chosen – with confidence. Our service is highly-personalised and we never offer off-the-shelf solutions. Each client is different, their aspirations are different, their financial lives are different, and so our advice is individually tailored to match.
With a very low client to adviser ratio, we have the time to spend with you and work for you. We’ll take the time to listen – so we truly understand your financial and family situation and priorities.
Above all, we are committed to ensuring our clients, friends and family gain “peace of mind” knowing we are always available for them as their objective, un-conflicted, un-emotional and committed partner who provides the accountability required to ensure their financial aspirations are met.
To find out more about how we can assist you, contact us today to arrange a meeting with one of our advisers.
Certitude Advisory Group Pty Ltd, ABN 68 165 797 437 is an Authorised Representative of Fitzpatricks Private Wealth Pty Ltd