Planning for confident financial futures.

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Financial advice for people like you.

Planning your retirement?

We can help with a tailored plan for you.

Already retired but want advice?

Helping you make the right decisions.

John & Violet

John and Violet were on the brink of retirement but grappling with financial uncertainty and complexity.

They turned to Fitrio Wealth for tailored guidance, focusing on achieving financial stability and peace of mind.

Through a customised plan that addressed their risk profile, investment strategy, and tax optimisation, we not only provided them with a clear roadmap for a secure retirement but also lifted the emotional burden of financial planning.

Today, the couple is confidently looking forward to their golden years, empowered by the peace of mind and financial clarity that Fitrio Wealth's expert services have delivered.

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Build an investment portfolio?

Lets start making your money work for you!

John Smith

Sue, a dynamic senior executive, recently celebrated the significant milestone of clearing the mortgage from her family home.

But with this achievement, she faced a new financial frontier: investment. Enter Fitrio Wealth, renowned for our expertise in sculpting prosperous financial futures.

Together, we tailored a diversified investment strategy, harnessing both traditional and modern assets, perfectly aligned with Sue's aspirations and risk appetite.

Today, with Fitrio Wealth's guidance, Sue isn't just mortgage-free; she's an empowered investor, confidently steering her wealth towards even greater horizons.

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Need help with aged care?

Helping families navigate later life changes.

Mary

Mary approached Fitrio Wealth with a clear goal: optimise her ageing mother Jan’s finances while maximising available elderly benefits.

The Fitrio Wealth team, known for our tailored solutions, stepped in with a two-pronged approach.

We meticulously navigated tax benefits and integrated relevant government schemes, ensuring every penny of Jan’s wealth was put to its best use.

With Fitrio Wealth expertise, Mary gained both financial optimisation for her mother and peace of mind for herself, confident that her Jan's future was in secure hands.

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Building wealth with business?

Specialised business solutions.

Stephen's Picture

Stephen, a successful business owner, had achieved commercial success and had turned his attention to seeking parallel growth in his personal wealth.

Enter Fitrio Wealth, the financial maestros renowned for catapulting high-value profiles to even loftier financial summits.

Together, we meticulously crafted a dual-pronged approach: diversifying Stephen's investments to promise robust returns and strategically reinvesting in his business.

Today, Stephen doesn't just revel in business accolades; he basks in the glow of a flourishing personal wealth portfolio, safeguarded and amplified, all under the astute guidance of Fitrio Wealth.

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A local helping locals.

Financial Advisor Sutherland Shire

Peter Clout

Two Decades of First-Class Financial Wisdom and Counting.

For over 30 years Peter Clout and his wife, Bianca, have woven their lives into the heart of the Sutherland Shire. Raising their two children here, the Clouts have not only seen the area's financial landscape evolve but have also immersed themselves in its vibrant community.

With over 20 years of expertise as a financial advisor, Peter's commitment to the Shire goes beyond the balance sheets. He is an active participant in the local business market, joining forces with a Trusted Business Network to ensure his clients get comprehensive insights tailored to the area's unique dynamics.

Yet, Peter's devotion doesn't end with business. Over the years, he's fervently supported local sports, making notable contributions to the Taren Point Titans Rugby League and Cronulla Baseball clubs. It's this passion for both community growth and local sports that sets Peter apart as more than just an advisor, but as a stalwart champion of the Shire's spirit.

By choosing Peter, you're not only entrusting your finances to a seasoned expert but also aligning with someone whose heart beats in rhythm with the community. Dive into a future of financial stability with the man who's stood by the Shire in more ways than one — Peter Clout.

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Testimonials

Pre-Retiree (Ross)

“If anyone was to ask me to recommend a very competent financial adviser who explains and communicates information well, I would have no problem in recommending Peter.”

Retiree (Phil & Mary)

“From the start we were treated with professional attitude and from the first meeting felt very comfortable. We would highly recommend Family Wealth Advisory to anyone needing retirement planning and advice.”

Retiree (Dianne)

“Peter has been managing my financial affairs for 15 years. With his advice I was able to significantly build my superannuation before I retired. Now my money works for me through diverse, wise investment.”

Pre-Retiree (Jane)

“Thank you for meeting with me tonight. You have a very comforting vibe about you. 😊  I love your plan and I am very happy to have you on my side to help me reach a good retirement.”

Your Financial Future, Expertly Crafted.

Tomorrow's Peace of Mind, Today.

Ready to Craft Your Future?

Share your vision, concerns, and aspirations with Peter. It’s the first step towards crafting your financial future.