Whether it’s income protection or life and total and permanent disability insurances, we will work closely with you and our insurance partnersto ensure you receive the best advice for your situation.
We can facilitate extensive key person insurances and business succession planning processes to ensure your business assets and interests remain protected.
Fitzpatrick Financial Services is a professional services firm specialising in the area of life and disability insurance. We aim to convert our expert knowledge into practical and easy-to-understand advice for individuals, families and businesses so that they can protect their assets with confidence.
If you are a small/medium business owner, family or professional and require protection against the financial impact of a death or disability, we can help.
We understand that protecting your family, business or lifestyle is not a set-and-forget process. We therefore continue to work with our existing clients to ensure their insurances keep up to date with their changing circumstances.
You can find a range of resources for our existing clients below.
We aim to prioritise the needs of our existing clients over and above all else. Whether it be sitting down for a comprehensive review or assisting with a simple administration query, we are here to help.
We also take pride in managing the claims process for our clients. An often underrated benefit, this service provides our clients with the knowledge that their claim is being assessed accurately and in a timely manner. We have had many successful claims outcomes over the years – please refer to our testimonials for further details.
Luke, the terminal illness policy you put together for me with Zurich has changed our family’s life forever. Your guidance and quick payout of the policy covered all our issues, we can’t thank you enough. .