Financial Advice That Fits,
Wealth That Grows
Wealth That Works For You
At FitzWealth, we combine traditional values with a modern approach to financial advice. We're committed to providing innovative solutions and proactive advice to help you achieve financial security and thrive. We focus on delivering a premium experience that empowers you to make informed decisions about your financial future.
How We Can Help
FitzWealth provides a range of services designed to help you achieve your financial goals.
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Our proactive approach aims to enhance your portfolio without unduly adding risk.
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We work with you to develop a holistic plan that addresses your specific needs and goals.
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Our Advisers work in tandem with other estate planning professionals to ensure a holistic strategy is put in place, tailored to you.
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We can offer you a comprehensive insurance planning service to ensure you and your family are protected in the event of premature death, disability or serious illness.
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Derek and the Team have been providing Financial Adviser services to us for ~10 years. Our wealth generation and growth over this period has been exceptional - both superannuation and personal. In addition, the team has advised us on our personal insurance needs. We would highly recommend FitzWealth.
Andrew Catto
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We highly recommend Derek and the FitzWealth team. Derek has provided us with timely, knowledgeable and trustworthy advice. He has taken the time to understand our long term goals and crafted a plan that feels both realistic and ambitious with regular reviews. He has given us a sense of financial freedom. His team has provided exceptional service with transparent advice and fee structures.
Jaclyn Zieth
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My wife and I have been with Derek and his team for over 15 years. We have always found Derek to be very professional and helpful with his financial advice. Derek along with our solicitor has also provided advice with regards to our Wills and Enduring Power of Attorney.
Alan Cooney