At Fitzpatricks Private Wealth, Melbourne, we are passionate about personal and structured advice. We approach a financial plan as a lifelong strategy and we are focused on providing you with personalised ongoing care.
Our advisers are highly qualified and experienced, using a holistic approach to understand your individual situation, identify your goals, and help you achieve them. Our team approaches this as a long term commitment and aim to project manage your entire position, taking pride in the ongoing individual care you will receive as no one size fits all.
This means that you have your own adviser to act as your sounding board for major financial decisions and help you achieve your goals. They take the time to understand what’s important to you, keeping you on track and reviewing your plan and situation regularly.
Our low client to adviser ratio means that you are provided with highly personalised financial advice and ongoing support. We take the complexity out of financial planning decisions.
Contact us today to arrange an initial meeting with one of our advisers to learn how we can help you.