Australia
Fitzpatricks Private Wealth, founded in 1987 by Scott Fitzpatrick and John Woodley, is a national advisory firm based in Australia. With a focus on wealth preservation, estate planning, and investment management, the company aims to help clients become 'financially well organised' through a strategic, long-term approach known as the 10 - 3 - NOW Year Plan.
What sets Fitzpatricks Private Wealth apart is its client-centric model, prioritizing quality of life alongside quality investments. Over the years, it has attracted over 100 like-minded financial advisers, expanding into a comprehensive advisory network. The firm maintains its core values through a selective invitation process for new partners, ensuring consistency in service quality and ethos.
Offering expertise in areas like business succession, cash flow analysis, and retirement planning, Fitzpatricks Private Wealth has established itself as a trusted name in the Financial Services industry. Currently, there are no external investments recorded, indicating a self-sustaining business model.
