- To maximise the value
of your assets and income
- To act supportively
and sensitively
- To be balanced and
objective
- To represent you
- To solve problems
with foresight
- To minimise costs
- To provide a wide
range of services
- To identify options
- To counsel, mentor
and report
Mapping Your
Wealth
Our
approach is to identify
ourselves with client
requirements and work
with our clients to
help
them
achieve their goals.
|
Wealth Management
components do not
operate in
isolation from
one another.
Wealth Management
is finding the
best solutions
from each area
and integrating
them to achieve
the best possible
outcome.
|
In addition, client needs
are continuously evolving
and they must be
regularly reviewed and
enhanced.
We
are Financial
Advisors. This means
that we have access to
the entire market place
and a wealth of
investment products and
services.
|
(L-R);
Francis Fitzpatrick, Dr
Brian Hamilton, Dr Ian
Gargan
|
Dr Brian
Hamilton MA MBA
QFA FPC PhD
QFA: Qualified
Financial
Advisor
MBA:
Master of
Business
Administration
PhD:
Communications
FPC: Financial Planning Certificate
IMCA:
Institute of
Management
Consultants and
Advisors
Francis
Fitzpatrick
BCL
Solicitor (Attorney/ Lawyer)
Dr Ian
Gargan MSc BA MB
BCh
BAO
Psychologist
|
|
