Fitzpatricks Private Wealth Information

Fitzpatricks Private Wealth is a privately-owned, national advisory firm specialising in wealth preservation, estate planning and investment management for successful Australian’s, both their businesses and families. Our aim is to help you become ‘financially well organised’ by creating and project managing your life plan. We do this with a 10 - 3 - NOW Year Plan that focusses on the life you truly desire to enjoy, the legacy you want to leave and a realistic map to get there. Founded in 1987 by Scott Fitzpatrick and business partner John Woodley, the firm is an early pioneer of client-centric financial advice focused on quality of life as well as quality investments. Over time, other financial planners approached Fitzpatricks, attracted by the integrity of the business model, and we evolved into a national firm with over 100 like-minded and heart-centred financial advisers. To sustain these company values and the quality of our unique service, we accept new advisory partners and investment managers by invitation only. EXPERTISE WHEN YOU NEED IT - Business succession - Cash flow analysis - Debt structuring - Estate planning - Family board guidance - Investment management - Retirement planning - Risk management - Superannuation - Asset protection For inquiries visit www.fitz.com.au Follow us on Twitter @FitzWealth Fitzpatricks Private Wealth Pty Ltd (ABN 33 093 667 595) AFSL No 247429. This information is general information only. You should consider the appropriateness of this information with regards to your objectives, financial situation, and needs.