As advice professionals, we respect and value the specialist knowledge and skills other experts can bring. We work in collaboration with like-minded professionals to meet the holistic needs of our clients.
While the personal advice you receive will depend on your unique circumstances, needs and objectives, our advice philosophy and value proposition are the same for all.
We exist to enrich the lives of our clients by helping them get financially well organised, build a committed future, and achieve the life they want.
Our Lead Adviser philosophy and framework underpins our service and advice.
We help you manage your wealth with care so you can use it to support living an enriched life, both now and for future generations. At Fitzpatricks, we go beyond traditional financial planning. While we have expertise in many areas, including strategic financial advice, we recognise we’re not experts in everything.
A true Lead Adviser is responsible for helping you understand the big picture, and then facilitates advice from other professionals to leverage their specific expertise and experience. Working closely with you and your expert team, we develop smart advice that’s integrated, and implemented.
Our Lead Adviser approach supports you to be in control of your financial affairs and be more aware of whether you are on track to achieve your goals.
