Overview
Category
Financial Services
Fitzpatricks Financial Group is a national advisory and wealth management firm specialising in estate planning, wealth preservation, financial management strategies and investment management. Advising partners and investment professionals join Fitzpatricks by invitation only and are rigorously tested for the highest ethical, technical and professional standards in wealth management in Australia. Our clients are typically business owners, business leaders, successful individuals, wealthy families and charitable foundations. Fitzpatricks has earned a reputation for unwavering commitment to these clients based on the core principles of genuine client advocacy, impartial advice, and world class portfolio construction services. The quality of the group’s business model and delivery capability has positioned the group for a continuation of the strong growth that has occurred since early 2012. The firm wishes to add sustainable and valuable growth but remain firmly committed to the quality standards that have earned the group a reputation as one of the leading boutique wealth management groups in Australia today. Our purpose is To Enrich Lives. The lives of our clients, advisers and staff.
