EO Queensland (Brisbane, Gold Coast & Regions)

Strategic Alliance Partner

Fitzpatricks Advice Partners

Services

For over 20 years, Fitzpatricks has partnered with business owners, executives, and families to build, manage and protect multi-generational wealth. But they go far beyond traditional financial advice — they’re about enriching lives and creating clarity, confidence and connection around the decisions that matter most.

Led by CEO Andrew Fairweather, Fitzpatricks takes a deeply personalised, values-driven approach — one that aligns with the way EO members think, grow, and lead.

Why Fitzpatricks?

Fitzpatricks is known for uncovering unmet advice needs that a standard financial process might miss. Their holistic, whole-of-balance-sheet approach includes collaboration with tax specialists, accountants, and legal professionals to ensure every part of your financial world is aligned.

They specialise in working with entrepreneurs and business owners to support:

  • Cash flow planning for sustainable business growth
  • Capital planning for retirement goals
  • Debt optimisation and gearing strategy
  • Investment and risk planning
  • Liquidity management for resilience
  • Tax efficiency and business structure
  • Asset protection and succession planning

Member Benefits

EO Queensland members are invited to book a complimentary 60-minute Discovery Session with a Fitzpatricks adviser.

In this no-obligation conversation, you’ll explore your financial goals and challenges using their proven 10 / 3 / Now vision and planning framework — designed to help you gain clarity over the short, medium and long term.

www.fitz.com.au
Interested in connecting with a Fitzpatricks adviser? Reach out directly or join John Rees or James Hand at upcoming EO QLD event where you can meet them in person.

Contact

John Rees
07 3105 6525
James Hand
07 3105 6525