Who we are.

FitzWealth has a rich history, originating from humble beginnings as a tax and accounting business. Over time, we've organically grown into a leading financial advisory firm. Today, our purpose is clear: to enrich the lives of both our clients and our dedicated staff. We achieve this by providing exceptional financial services and management, while also fostering growth opportunities for our team.

Our vision is to be the premium destination for quality financial advice. To fully realise this vision, we are undergoing an exciting transformation, which includes selling our accounting division to allow us to focus exclusively on what we excel at, financial planning.

We are committed to providing a premium service experience for our clients. This means being proactive, detail-oriented, timely, and personable in all our interactions. We also highly value our staff, recognising that their engagement and well-being are essential to our success.  

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Looking ahead, we are focused on growth and expansion. We envision ourselves in a new location with a new name and a dedicated focus on financial advice. Our team is projected to grow, with plans to add two new financial advisors.

We measure our success through several key indicators, including:

  • Retention of our valued staff.  

  • Retention of our clients.  

  • The number of client referrals we receive.  

At FitzWealth, we are dedicated to building a modern, efficient, and healthy business that provides quality financial advice and fosters lasting relationships with our clients.  

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Our Services.

Achieving financial success requires a comprehensive and personalised approach. We offer a range of services designed to address your unique needs and help you navigate every stage of your financial journey.

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Meet our team.

Our experienced team is committed to providing you with personalised financial advice and exceptional service. With a strong foundation of loyalty and expertise, we work collaboratively to help you navigate your financial future with confidence.