Alignment of Interest:

In delivering on our client promise, we firmly believe in our interests being fully aligned with those of our clients.

Our Directors, Executives and Advisers promise to put our clients’ interests above all others.

Additionally, they invest material portions of their own wealth in the solutions we recommend for our clients. We want our clients to know that we would only recommend for you what we are prepared to recommend for ourselves

Our Approach to Investment:

Our investment approach aims to protect and increase your wealth.

The investment philosophy of Fitzpatricks is based on the following three tenets:

Preservation of Capital – We aim to preserve your capital. We believe the first requirement to achieve optimal long term investment outcomes, is to preserve capital. This is of central importance in generating long term wealth. Although we cannot guarantee the preservation of capital, we believe it is highly probable to achieve over the long term with implementing the right investment approach and ongoing active management of the portfolio.

Focus first on risk rather than short term returns – By firstly assessing all the risks inherent in an investment, as well as understanding the volatility of an investment, we can achieve greater returns over the longer term.

Seek a consistent positive return outcome – By seeking to generate more consistent returns over time, the power of constant compound returns will deliver better results for our clients.