Positioning Fitzpatricks Alliance
Two years ago we made a business decision to find a group to partner with. We were looking for a fresh set of eyes to review what we do and how we do it. We wanted a whole of business review including business strategy, staffing management, advice delivery, service delivery, investment strategy, client offering etc. We were also keen to have a peer group for cross pollination of ideas and to challenge us to help deliver the best possible outcomes for our clients.
After looking at various groups and options we have now joined with a national group called Fitzpatrick Private Wealth as an alliance partner. As an alliance partner there is no change to our licensing or ownership, but we are treated as part of their family.
They are a Best of the Best, National Financial Planning group with approximately 100 advisers in the business. They have an investment arm also. They are privately owned and share our passion for providing quality advice to successful families.
The business is owned and run by a great group of individuals who have a similar style and values to us. The other advice business owners in the group also share similar values.
We are gradually working through each part of the business and looking at how other advising groups do things and what we could improve as a business including our service offering to you our clients.
We recently attended the annual conference in Vietnam and there we heard many stories from other advice businesses and met some great people. All in all, it is a very stimulating time and we look forward to the future.
If you have any questions don’t hesitate to call.