Fitzpatricks seals deal with global entrepreneur | Australian Markets

Fitzpatricks Advice Partners has linked up with the Sydney and Queensland-based arms of global business proprietor community, Entrepreneurs’ Organisation (EO), to type a “mutually-beneficial” partnership.

The collaboration between the 2 organisations will see EO members gain entry to the financial advice providers and options offered by Fitzpatricks professionals, whereas the national firm’s advisers will faucet into EO’s member base to construct new relationships and appeal to new shoppers.

“Our focus in on ensuring that this initiative delivers real, positive outcomes for our advice community and EO members,” Andrew Fairweather, Fitzpatricks Group Chief Executive Officer, mentioned.

“We are actively investing within the success of our advisers, not simply by means of the availability of technical help, however by unlocking new growth ecosystems.

“We imagine this initiative might be notably useful for many who are targeted on growth or comparatively new to the occupation and in search of significant business connections.

“In a competitive market, initiatives like this offer a distinctive value-add for advisers looking for more than just a licensee but a genuine business partner.”

A not-for-profit, EO boasts over 19,000 members worldwide and has 213 chapters based mostly in 80 international locations, together with 5 in Australia. The organisation works to attach entrepreneurs with like-minded friends and consultants, in addition to alternatives for management and business growth.

“Fitzpatricks Advice Partners is a trusted source of knowledge and experience in their field and through this partnership members will have unique opportunities to access expert advice and services that support both their personal and business financial goals,” Kimmy Cougan, EO Queensland Chapter Manager, mentioned.

“Wealth management is an integral part of sustainable business success, and we look forward to the value this partnership will bring to our members on their journeys to thrive.”

The deal will even see Fitzpatricks named a Strategic Alliance Partner of EO Sydney and EO Queensland.

“Fitzpatricks can help members address the what’s next questions they have beyond building successful businesses,” Daniel Lohrmann, EO Sydney Board member and Head of Strategic Alliance Partnerships, mentioned.

“They can help members build lasting legacies and provide an unparallelled level of support for the evolving needs of our members.”