Busy Executives &
Professionals
Let us help you get completely organised so you can maximise the opportunities that come your way.
Independent Wealth Advisers In Perth
Creating Wealth with Purpose
Creating wealth is important, but unless it’s managed with purpose, all the money in the world won’t lead to a richer, happier life. As one of Perth’s leading independent wealth management firms, we encourage you to ask the questions that matter – Are you on the right path? Are you making the best decisions about your money, and therefore your future? How nice would it feel to be on a certain pathway, not just for yourself but also for the people you love?
That’s what sets us apart from other wealth managers. Instead of just focusing on the numbers, we focus on you, your family, your values, your life. It’s not just return on investment that matters, our fiduciary advice also focuses on return on life!
As an independent wealth advice firm, we’ll help you discover wealth mastery, wealth security, and wealth enjoyment, the key outcomes you will need to enjoy true prosperity.
Life conversations. Wealth solutions from your expert private wealth advisers.
A humbling recognition
Celebrating a milestone in wealth management excellence
Capital Partners are delighted to have been named the Financial Advice Association Australia’s Professional Practice of the Year for 2024 – the most prestigious accolade in our industry. This recognition celebrates the collective efforts of our incredible team and the trust placed in us by our clients. Remarkably, this is the third time we’ve received this honour (2017, 2019, 2024), and we remain the only financial practice in Australia to achieve it more than once.
Changing lives
Who we help
Busy Executives &
Women in Life
Transition
Change doesn’t have to be daunting, or done alone. Let us work with you to discover the confidence you deserve.
Business
Owners
Isn’t it time you had someone in your corner to lighten the load? Let our team help you maximise every opportunity that comes your way.
Ambitious
Retirees
A new chapter brings new opportunities and adventures. Let us help you plan your renaissance, not just a retirement.
A Winning Culture!
Capital Partners are awarded in WRK+ 2024
Our incredible team and culture have been recognised for the second time as winners in the Under 100 Team Members category for WRK+’s 2024 Best Places to Work Survey. Read about it here.
Be Confident With Your Choices
Who we are
Based in Perth, we provide expert fiduciary advice to affluent families all over Australia. Our team has been growing and learning with our clients for over two decades. Our team of private wealth advisers and investment specialists has been awarded Best Professional Practice in Australia in 2017, 2019 and 2024 – the only private wealth management firm in Australia to achieve this award more than once.^
Our financial planners help clients create bigger futures and deal with life’s complexities.
^Awarded by the Financial Planning Association of Australia
Careers
Join the team
We believe every career journey is as unique as the individual undertaking it. Which is how we’ve ended up with a great team of experts across all facets of wealth management. Fancy joining the team? See what possibilities await…
How We Help
Ideas & insights
Knowledge hub
Private equity | The hidden risks retirees can’t afford to ignore
Ambitious Retirees • Article
Community and succession | How to build a business that’s bigger than you
Business Owners • Article
Taking control | Financial confidence for women in transition
Women in Life Transition • Article
Futureproof your financial legacy | How to retire with confidence
Ambitious Retirees • Article
Finding peace in a VUCA world
Markets and Investments • Article
Contact Us
Get in touch
For trusted investment and wealth planning advice, reach out to our friendly team today. We aim to respond to all enquiries within two business days.
Frequently Asked Questions
