Barton White
Private Wealth Adviser at Fitzpatricks Private Wealth
Based in Coolangatta, Australia
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Seniority
Manager
Department
Finance & Accounting
Location
Coolangatta
Industry
Financial Services
Company size
97
Contact information
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b•••••••@fitz.com.au
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Background
About Barton White
I work with clients who want to live a richer and more fulfilling life by aligning their resources with the things they care most about. Enabling clients to use their time and money more efficiently to support their family, their passions and life's purpose drives all my work as a Private Wealth Adviser. Alongside my team, we pride ourselves on providing a highly personalised, family office style financial management service to our clients. The process begins with helping clients articulate what’s deeply important to them. From there, together we build and implement an achievable game plan so client’s have the highest probability of success, with the least amount of risk. Ongoing, I help project manage my clients’ financial affairs to afford them more personal time and ensure important decisions and projects are attended to in a timely manner. My clients are typically successful business owners, successful families and professionals with complex affairs and busy schedules who desire a team of trusted professionals in their court. My own purpose is to enrich the lives of our clients, this is what gives me and my team energy. Outside of business I enjoy golf, surfing and spending time with friends and family. If you would like to implement a game plan to get on track to achieving all that is important to you let’s connect for a cost-free initial consult. Barton White and Fitzpatricks Private Wealth Gold Coast (ABN 90 903 135 093 ) are Authorised Representatives of Fitzpatricks Private Wealth Pty Ltd (ABN 33 093 667 595) AFSL 247429.
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