Busy Executives &
Professionals
Let us help you get completely organised and on track, so you can maximise every opportunity that comes your way.
Be confident with your choices
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. Ask yourself – 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 Perth financial advisers and private wealth management firms. 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, we also focus on return on life!
As an independent wealth management 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.
Changing lives
Let us help you get completely organised and on track, so you can maximise every opportunity that comes your way.
Have you been looking for the best way forward? Change doesn’t have to be daunting. 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. Working with us you can plan your renaissance, not just a retirement.
Based in Perth, we serve affluent families all over Australia. We have been growing and learning with our clients for twenty-five years. 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.^
We help our clients create bigger futures and deal with life’s complexities.
^Awarded by the Financial Planning Association of Australia
Careers
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 independent financial advisers focus on building wealth strategies tailored to your unique lifestyle and financial goals. With over twenty years of expertise in financial planning, investment management, and legacy planning, we work with you to understand your ambitions, 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. Find the answers to your questions and 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 confronting your current financial status, we help align immediate needs with long-term objectives, allowing you to maximise every phase of your journey. Connect with our dedicated team of fiduciaries for independent advice and solutions tailored just for you.
Drawing from rigorous academic research and Nobel-driven 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, we 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, our team uncomplicates estate planning, 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.
Ideas & insights
For trusted investment and financial planning advice in Perth, reach out to our friendly team today. We aim to respond to all enquiries within two business days.