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Benefits for Victorian Farmers

Ensure a harmonious future for your farm and your family

Secure your Victorian farm's legacy and your family's future with our expert guidance in succession planning, estate management, and asset protection, specifically designed for high-net-worth agricultural families seeking harmony and generational wealth.

Fill out the form below to obtain a free initial consultation (valued at $650) *

If you have questions, please contact us on 1800 865 202

    What is your total balance sheet assets?

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    Benefits for Victorian Farmers:

    Succession Planning
    Be guided through a smooth handover to the next generation, minimising tax burdens and ensuring a successful farm transfer.

    Estate Planning
    Protect your assets and ensure your wishes are conducted, avoiding family disputes and financial hardship.

    Cash Flow & Asset Protection
    Safeguard your farm and off-farm investments from unforeseen circumstances.

    Supporting Family
    Learn strategies to provide financial security for off-farm family members while maintaining a harmonious family dynamic.

    Distinctive Approach
    Discover the transformative power available to you as you engage in meaningful conversations about your life goals, values, and the ideal legacy you envision for your family farm. Tailored for families with total balance sheet assets of $10-$80 million, including on and off-farm assets, this approach is designed to seamlessly align your financial and life affairs.

    Achieving Peace of Mind and Generational Wealth
    You can rest assured your legacy is in perfect hands. This proprietary Personal CEO program has guided countless families to preserve their wealth for multiple generations.

    What sets us apart:

    • Experience: Working with families across Australia including those in successful agriculture businesses like yours.
    • Proven Success: A strong track record of preserving wealth for generations.
    • Focus on Harmony: Fostering open communication and helping families like yours, achieve peace of mind.

    Questions? Give us a call 1800 865 202

    About Fitzpatricks Advice Partners

    At Fitzpatricks Advice Partners, we are national advisory and wealth management firm who specialise in empowering farming communities to navigate the complexities of estate planning, wealth preservation, financial management, succession planning and investment strategies.

    Our network of dedicated advisers is deeply committed to offering personalised, comprehensive guidance, serving as trusted Personal CEO’s to empower families to make informed financial decisions.

    Our clientele includes successful family businesses in industries such as farming and agriculture, tourism, retail, and manufacturing, as well as professionals in health, law, accounting, and senior corporate executives.

    “It is hard to put a title on what Glen does, technically he’s a financial adviser but it really feels like he is a life adviser.  It has been really good to have Glen help navigate life and not come at it with just a returns perspective but a more holistic view.”

    Jeff Testimonial
    Jeff Morton

    “It is fair to say in my experience, the vast majority of clients want a complete and integrated solution for their financial planning needs but few financial advisers provide this or are particularly interested in it. This is where I have found Fitzpatricks to be different. For the clients I have referred Fitzpatricks I have seen them assist clients develop their strategic plan and then implement their plans long term for the future.”

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    Vince Fitzsimons

    “For the last two years Leonard Gennusa has been my Financial Adviser. Through difficult times Leonard has taken care of my affairs, always been honest with me and displayed professional conduct throughout. I’ve always felt that Leonard has my agenda foremost, not his own. I have confidence knowing that Leonard is looking after our affairs and is just a phone call away.”

    Terry R
    Terry Rooney

    “Thanks for your ongoing support in helping manage my financial affairs. It is great to have someone very knowledgeable and trustworthy giving me counsel, doing competent research, handling the transactions, structuring and reviewing an investment plan and responding to new queries.”

     

    alan c
    Alan Cransberg

    Ready to find out more?

    If you have questions, please contact us on 1800 865 202.

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