Fitzpatricks Advice Partners

Have you ever stopped to ask yourself how you really want to live in three or ten years' time? What your plan is and how are you are going to get there? fitz.com.au #PrivateWealth #EnrichingLives

#COMMUNITYHIGHLIGHTS Client events hosted by advisers Warrick Hanley, David Cuff, Shane Kennealy & Sidney Lim. Group CEO and Women's Housing Company Limited Director Jodie Blackledge, with advisers Simeon Levin & Natasha Laughton, delivered a pro bono financial planning session.

CEO, Jodie Blackledge, will be part of a panel discussion speaking about practice models and sustainable growth, among other related topics, at the upcoming Adviser Innovation Summit 2023 in Sydney on 8 June and Melbourne on 15 June.  Tickets bit.ly/3Tap6wl

A #LeadAdviser can remove the burden of coordinating seamlessly between your accountants, lawyers, brokers and senior members of your family - to ensure you consistently max your goals. To experience the benefit of having us in your court fitz.com.au #EnrichingLives

Fitzpatricks Private Wealth Group CEO Jodie Blackledge will be part of a panel discussion at the upcoming Adviser Innovation Summit 2023 in Sydney on 8 June and Melbourne on 15 June. To learn more and secure your ticket bit.ly/3Tap6wl #AdviserInnovationSummit2023

#CEOMindsetHack Successful individuals need to think like a CEO. This means enlisting the help of a trusted personal CFO. Our Lead Advisors have been helping people like you get their complex financial and personal affairs organised for over two decades. fitz.com.au

#LoveLegacy Money is a means, not the goal. As a successful individual, you're driven by the opportunities you provide for loved ones and we get that. Our advice is educational, intergenerational and enriching. Learn more at fitz.com.au

With personal and global complexity comes risks so it's important to ensure you are financially well organised. Get an expert opinion on your position with a chat to one of our Personal CFOs, who's main aim is to Enrich the quality of your life fitz.com.au

Right now, ahead of tax time, is an ideal time to take stock of where you are financially to make sure you're on track to achieving your lifestyle goals. Check out some recommendations from super expert Colin Lewis, in this recent article. fitz.com.au/blog/2023/02/2… #Super

For individuals looking to pass on their superannuation to heirs as part of an inheritance, the planned transfer balance cap (TBC) limit increase from $1.7m to $1.9m as of 1 July could have a significant impact. afr.com/wealth/persona… #WeekendReading #Superannuation

#TrueSuccess Feeling comfortable in life? Now is the time to ask, "Am I on purpose?" Because it's not freedom unless you're there. Find out how we help clients live a truly enriching life. Book an appointment and speak to us today. The first chat is on us fitz.com.au

Another successful Lead Adviser two-day course was done and dusted yesterday in Sydney with an exceptional crew of finance professionals all choosing to level up their mindset with advanced business strategy and emotional intelligence skills. Thanks to all who made it happen.

We would like to take this opportunity to recognise and congratulate Andrew Boyce on his long and distinguished career as he enters another chapter in retirement. With 20 years in advice and 35 years in accounting this is an accomplishment worth celebrating! #CommunityNews

Welcome @MichaelMorris, newly appointed Adviser Associate in @WarrickHanley's Brisbane team. Michael joins the Fitzpatricks family in his PY, completing his Bachelor of International Business & Commerce with majors in Financial Planning & Economics at Griffith University.

Reviewing your silly season expenses? Our Head of Strategic Advice, Colin Lewis, says to get ahead of the curve and use your January downtime to strategise a clawback using super. Find out how in his latest The Australian Financial Review article. afr.com/wealth/persona…

You should be living your best life now and in the future! With 2023 here, it's time take control of your complex financial situation and live life on purpose. Book a complimentary discussion with one of our Lead Advisers today fitz.com.au #LifeLifeOnPurpose

#EnrichingLives We partnered with the Hark Angel Foundation to help build two new schools! Hark Angels is building 100 schools in places the world has forgotten -the first 30 in Myanmar. We are thrilled to support this life-changing work that will be felt for generations to come.

Not a one-size-fits-all. At Fitzpatricks, our Lead Advisers take the time to make sure each financial decision is in line with your strategy, which is based on your goals and founded on your aspirations. Learn how we can tailor a life plan to you fitz.com.au

What would it look like if you could #liveyourlife the way you wanted? "Live" is the first of our Four L's, a tool that enables our #LeadAdvisers to develop a strategy unique to you. Speak to us today and discover the possibilities for your future. fitz.com.au

Could #Ukraine inspire the world with a new 'gold standard in resilience'? Chris Reason, Chief Reporter for #Channel7News and guest speaker at our recent national client events explains why he thinks so fitz.com.au/risk-and-resil…