Business update – Partnering with Fitzpatricks Private Wealth

There are some important changes within our business that we would like to share with you.  On 01 July 2018 we officially became authorised with Fitzpatricks Private Wealth Pty Ltd AFSL 247429 as our new licensee.

In our detailed evaluation over a number of months, we found that Fitzpatricks can help us to provide enhanced services to our valued clients.  We share similar values and goals and together this partnering will enable us to focus even more strongly on the advice needs of our clients.

Fitzpatricks is a privately owned, national advisory firm who provides licensing and support services.  Fitzpatricks was an early pioneer of fee for service advice.  The transition will help bring additional resources and strategy to our business and to you as a valued client.

We believe this is an exciting new opportunity.  You can learn more about Fitzpatricks here