Fitzpatricks seals deal with global entrepreneur network

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

The collaboration between the two organisations will see EO members gain access to the financial advice services and solutions provided by Fitzpatricks professionals, while the national firm’s advisers will tap into EO’s member base to build new relationships and attract new clients.

“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, said.

“We are actively investing in the success of our advisers, not just through the provision of technical support, but by unlocking new growth ecosystems.

“We believe this initiative will be particularly valuable for those who are focused on growth or relatively new to the profession and seeking meaningful 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 in 80 countries, including five in Australia. The organisation works to connect entrepreneurs with like-minded peers and experts, as well as opportunities for leadership 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, said.

“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 also 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, said.

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