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Pario Financial Management provides financial advice to charitable foundations, high net wealth individuals, couples, wealth accumulators and retirees. Our team of four has expertise in superannuation, direct shares, managed investments, estate planning and risk insurance.

The practice also provides specialist advice to separating couples through the collaborative law process which involves analysing and then setting each partners individual budgets post separation, reviewing taxation returns, identifying taxation and funding issues as they pertain to debt and setting out a plan for each partner post separation. The aim of the collaborative process is to allow separating couples to take control of the separation process, utilising a range of professionals from different speciality areas to assist them through the sometimes difficult process of separation.

FIND THE RIGHT ADVISER

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.

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LEARNING CENTRE

Visit our library of resources containing educational articles and videos to help you live a great life and to keep you updated on financial matters.

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PRIVATE WEALTH PROGRAM

Our Private Wealth Program gives you a financial road map, including action plan to achieve your three and 10 year goals.

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