Busy Executives &
Professionals
Let us help you get completely organised so you can maximise the opportunities that come your way.
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 financial advice 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 financial advisers. 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 financial advice also focuses on return on life!
As an independent financial 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 financial planners.
Capital Partners are delighted to be sharing their 25th anniversary year with our clients and our team. A team and business you can trust, with the track record to back it up. Uncover what has made our last 25 years so exceptional, as we look to achieve even more in the next 25!
Let us help you get completely organised so you can maximise the opportunities that come your way.
Change doesn’t have to be daunting, or done alone. Let us work with you to discover the confidence you deserve.
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.
A new chapter brings new opportunities and adventures. Let us help you plan your renaissance, not just a retirement.
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.
Based in Perth, we provide expert financial advice to affluent families all over Australia. Our team has been been growing and learning with our clients for over two decades. Our team of financial planners and investment specialists has been awarded Best Professional Practice in Australia in 2017 and 2019 – the only private wealth management firm in Australia to achieve this award on two occasions.^
Our financial planners help clients create bigger futures and deal with life’s complexities.
^Awarded by the Financial Planning Association of Australia
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 financial planning. Fancy joining the team? See what possibilities await…
Our team of award-winning Perth-based independent financial advisers focus on building wealth strategies tailored to your unique lifestyle and financial goals. With over two decades of expertise in financial planning, investment management, and estate planning, we work with you to understand your ambitions and priorities, creating a comprehensive financial plan. Additionally, our collaboration with a select panel of external professionals provide insights in areas like commercial law, tax planning, and more. Trust our financial planners to put you on the right pathway to find your True Prosperity.
Our approach to retirement planning means understanding your current lifestyle and future aspirations, then strategically managing finances from superannuation to investments, ensuring you live well today and retire on your terms tomorrow. By taking a holistic financial advice approach, we help align immediate needs with long-term objectives, allowing you to maximise every phase of your journey. Connect with our dedicated team of financial planners in Perth for independent advice and solutions tailored just for you.
Drawing from rigorous academic research and Nobel Prize methodologies, our independent fiduciary team craft systematic and reliable investment strategies tailored to your goals and aspirations. As Western Australia’s only CEFEX-certified firm, our independent financial advisers adhere to a fiduciary relationship, meaning we act in your best interest so that you can sleep well at night with certainty in your financial future.
At Capital Partners, we uncomplicate estate planning through reliable financial advice, ensuring your legacy plan aligns with your personal values and life ambitions. By taking care of the complexities we create clear plans that honour your wishes. Whether that be not only safeguarding your assets for future generations, or supporting your broader philanthropic visions. Our holistic estate planning approach leaves no room for uncertainty.
Our expert tax planning services in Perth are designed to minimise your financial burden and optimise your tax liabilities. With a focus on personalised strategies, our Perth-based financial advisers help you navigate complex tax regulations, ensuring compliance while maximising savings. Our team of experienced wealth advisers leverage various techniques, including superannuation optimisation, strategic investment planning, and effective expense management, to create a comprehensive tax strategy tailored to your unique financial situation. Trust our independent financial advisers for your tax planning needs, and pave the way for enhanced financial growth and long-term prosperity.
For trusted investment and financial planning advice, reach out to our friendly team today. We aim to respond to all enquiries within two business days.
At Capital Partners, our “True Prosperity” approach goes beyond traditional wealth management. We focus on financial growth, by aligning your wealth with your personal values and life goals. Our independent wealth advisers in Perth work to create a comprehensive plan that balances wealth creation, security, and enjoyment.
As the only CEFEX-certified firm in Western Australia, Capital Partners stands out among private wealth advisers. Our certification ensures we meet the highest fiduciary standards, acting exclusively in our clients’ best interests. This, combined with our 25+ years of experience and award-winning status, sets us apart in providing leading financial advice in Perth.
Our wealth planning process for busy executives and professionals is designed to be comprehensive yet efficient. We start by understanding your unique situation, then create tailored strategies that maximise opportunities while minimising your time investment. Our team handles the complexities, allowing you to focus on your career and personal life.
Absolutely. Our wealth planning services cover both personal and business needs. We understand the unique challenges faced by business owners and can provide integrated strategies that optimise both your personal wealth and business financial health, ensuring a cohesive approach to your overall financial wellbeing.
Capital Partners’ investment philosophy is grounded in academic research and evidence-based strategies. We focus on long-term, risk-managed portfolios rather than speculative trading. This approach aims to provide consistent performance and peace of mind, allowing our clients to focus on their life goals rather than market fluctuations.
As private wealth management experts, we understand the importance of long-term financial planning for families. Our team approach ensures that your family always has access to consistent, high-quality financial advice in Perth, even as individual advisers may change over time. We also specialise in intergenerational wealth planning, helping to secure your family’s financial future across generations.