Independent Financial 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 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 private wealth advisers conferring about strategic wealth management.

Changing lives

Who we help

Busy Executives &
Professionals

Let us help you get completely organised so you can maximise the opportunities that come your way.

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.

Be Confident With Your Choices

Who we are

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

Capital Partners private wealth advisers conferring about strategic wealth management.

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 financial planning. Fancy joining the team? See what possibilities await…

Financial advisers discussing retirement planning at a private wealth management firm in Perth.

How We Help

Ideas & insights

Knowledge hub

Do you need a financial health check? Here’s how to tell

Wealth Planning • Article

Discover the power of a living legacy in intergenerational wealth planning

Wealth Planning • Article

Preparing for Australia’s great wealth transfer | A roadmap for families

Wealth Planning • Article
Contact Us
Get in touch

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.

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