YOUR

ADVICE
PARTNER

We provide partnership opportunities to take you
and your practice to the next professional level.

EXPLORE PARTNERSHIP

Partnering with Fitzpatricks Private Wealth is an exclusive experience with multiple opportunities to help sustainably grow your business. Our unique Lead Adviser community and philosophy is underpinned by twenty years of success in a high net worth, client-centric, and fee for service business model. Download our Partnering Together Overview to learn more about the Fitzpatricks Partnership Community pathways we have created for the elite Lead Adviser network.

DOWNLOAD PARTNERING TOGETHER OVERVIEW

The advice profession is transforming and many established
financial advisers are unsure of where to next.

WHERE DO YOU STAND?

Taking the journey to Scale

  • Robo Fin Tech advice
  • Product focused
  • Too many clients
  • Compliance overloaded
  • Overcomplicated processes
  • Overworked & stressed
  • Lack of professional community & inspiration

Taking the journey to Value

  • Highly specialised in complex financial advice
  • Working with high net worth – ultra high net worth clients
  • Low client to adviser ratio and better work life balance
  • Client centric advice
  • Fee for service model

Want to learn more about transforming your business?
Schedule a call with our partnership consultant, Anthony Vaiente

SCHEDULE A CALL

Hear What Our Advisers Have to Say

  • “We have more of a family atmosphere, smart operators.. developing niche areas and sharing intellectual property. We have a great close group that share the same philosophy”
    - Glen Reilly discusses the culture that helped get him from performance and product focused to high net worth client centric
  • “What I really wanted from the heart was to take all my red tape tasks off the table and free myself to focus on building the business… while spending more quality time with my family”
    – Isabel Vaz on joining Fitzpatricks for its ethical and client centric approach
  • “We moved from 7 to 3 staff as a consequence of the business becoming more efficient. Ironically the service we are delivering to our clients is superior.”
    – Sidney Lim on creating a streamlined business with John Woodley from Fitzpatricks

IS THE FITZPATRICKS CULTURE A FIT FOR YOU?

A Lead Adviser, family CFO style, philosophy of advice

Sustainable growth and community mindset

Private ownership – by advisers for advisers

Elevating the advice profession with ethical and ‘best of breed’ capabilities

ARE YOU INTERESTED IN THIS KIND OF SUPPORT?

Coaching and Mentoring

Intellectual Property Sharing

Strong Peer Network

In this video our Group CEO Jodie Blackledge and Co-Founders Scott Fitzpatrick and John Woodley discuss what’s at the heart of our company.
DOWNLOAD YOUR ADVICE PARTNER

ELEVATING THE ADVICE PROFESSION

LEAD ADVISER

PROFESSIONAL
COACHING

We’ve been walking the talk for over 20 years with our Lead Adviser coaching program. Combining technical skills with deep emotional intelligence you can learn how to be a true financial partner to your valuable high net worth clients.

REGISTER YOUR INTEREST

“While I have always known absolutely that it’s about clients’ goals and objectives and enabling them to have a better life that they want, I don’t think I’ve ever had the right tools and the right connections, and the right belief systems on how to actually implement that. The Lead Adviser course has definitely given me what I have been searching for”

Rebecca Carr how2plan

MEET THE FOUNDERS AND COACHES

  • Scott Fitzpatrick
    Co-Founder Fitzpatricks Group
    An early advocate for head and heart financial advice, Scott is an industry leading adviser’s coach and a practicing high net worth financial adviser. For over 20 years his vision to help elevate the advice profession and bring together a community of ethical and elite professionals has been realised through Lead Adviser. He also regularly shares his passion and IP on quality advice through The GAF podcast.
  • John Woodley
    Co-Founder Fitzpatricks Group
    With his more than 20 years’ experience in financial services, including running his own successful high net worth practice in Brisbane, John actively coaches advisers to build great client-centric sustainable businesses. He leads with sound ethics, a high degree of business strategy and advisory smarts together with human connection to help Lead Advisers focus on service to the client.
  • Brian Fitzpatricks
    Emotional Intelligence Coach
    Brian is an independent high performance coach. His expertise is in helping elite Olympic athletes as well as executive business owners to clarify, plan and achieve their goals so they can create the lives they want to lead. His unique approach uses emotional intelligence skills to help advisers elevate the conversations and connection they have to their own business and their clients’ life plans.
  • Terri Reid
    Business & Relationship Coach
    Terri brings 25 years business experience together with human behaviour intelligence, relationship skills and work-life balance to help individuals lead a richer life. Formerly a financial adviser with accounting and executive coaching qualifications, her skills sharing is practical, positive and down to earth.
  • Paul Crane
    Strategy Leadership Coach
    A highly experienced strategic business leader and coach. Paul specialises in sharing intellectual property to help at the business and individual level for both commercial and cultural growth. His skill in connecting vision with focus means advisers learn to create their desired business and lifestyle outcomes.

“To be able to master emotional intelligence, we think is one of the key ingredients to great advice and is a real focus point for us”

Brian Fitzpatrick, Emotional Intelligence Coach

Lead Adviser coaching program teaches you how to go from being a ‘one man band’ subject matter expert in trying to do it all, to becoming the conductor of a team of experts.

WHAT YOU WILL LEARN IN THE TWO DAY EVENT

  • Meeting and Engagement Skills
  • Emotional Intelligence Skills
  • Core and Critical Advisory Frameworks
Get a sneak preview of the emotional intelligence
training by downloading the first video module.

DOWNLOAD NOW

LEAD ADVISER FEEDBACK FROM PAST ALUMNI

“For advisers there’s a lot of noise in the industry, and as we merge into a profession this course will give you an insight into what your business and future could look like”

Scott Fitzpatrick
Fitzpatrick and Lead Adviser co-founder

REGISTER YOUR INTEREST

DEEPER INSIGHTS

The GAF Podcast, an initiative by Fitzpatricks co-founder, and one of our Lead Advisers, Scott Fitzpatrick.

Available on Spotify & Podbean

COMMUNITY & EVENTS

  • 1 December 2021 – Lead Adviser Deep Dive short course
  • 8 & 9 February 2022 - Lead Adviser Workshop
  • 10 & 11 May 2022 - Lead Adviser Workshop
  • 6 & 7 September 2022 - Lead Adviser Workshop
  • 8-11 November 2022 - Hunter Valley Conference
  • 22 & 23 November 2022 - Lead Adviser Workshop

AS SEEN IN

GET IN TOUCH

Have our partnership consultant, Anthony Vaiente, contact you directly about the range of opportunities to connect with Fitzpatricks Private Wealth.

Connect with our partnership consultant Anthony Vaiente

PHONE (02) 9248 8018
MOBILE 0407 377 855