Successful business people, retirees and professionals. Although they may be at different stages in life, our clients have one thing in common – they are busy people who have made the smart decision to delegate the time consuming tasks of managing financial information to someone they trust. They realise there are better ways to spend their time than managing their financial lives.
At Fitzpatricks Private Wealth we help you get clarity on what’s important to you. Our role is to help you protect and grow your wealth so you have time to focus on the things that really matter to you.
Imagine having a trusted adviser who is across all aspects of your financial situation. Someone who coordinates all aspects of your financial life and collaborates with your other appointed professionals. Someone who has your back. Like having a Chief Financial Officer of your own family company.
This is what we do. By collaborating with you and your other trusted advisers we help you to:
- simplify and organise your family finances and structures,
- make the right financial decisions,
- understand your goals and be committed to implementing the steps to achieve them,
- see the big picture and multiple perspectives when dealing with family issues, and
- prepare the next generation for their financial responsibilities.
Your most important focus then becomes living your life on purpose. And our most important goal? To help you get part of your life back. So you can do just that.