Find an adviser About us

As our client, you will enjoy a strong relationship with an experienced Adviser.

You will have opportunities for frank and confidential discussions.

When we fully understand your financial and lifestyle goals, plus your reservations, we develop personalised strategies. These will support you in achieving your goals and/or managing your investments.

We offer a range of services that provide the guidance, clarity and perspective you need to organise yourself well.

See our list of services below.

Strategic Advice

Private Wealth Program

Specialised Advice Service

Business succession planning
Estate planning
Family office and Family board administration
Personal injury service
Philanthropy – Charitable giving
Retirement planning
Wealth preservation

IT'S TIME TO MAKE A LIFE PLAN

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.
See program details
© Fitzpatricks Private Wealth Pty Ltd 2023

ABN 33 093 667 595, AFSL No. 247 429
This information is general information only. You should consider the appropriateness of this information with regards to your objectives, financial situation and needs.
Please read our Important Information.