Private Wealth Management

Tailored Wealth Management Strategies

Time-poor professionals, entrepreneurs and business owners often face one of two challenges — wealth that’s underperforming, or wealth that’s unnecessarily complex. Our role is to free you from day-to-day decision-making while ensuring your portfolio, structures, and strategy work together seamlessly.

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Trusted wealth management for executives

 

We are a fiduciary firm – which means we are legally bound to act in your best interests. Our fee-for-service model means no commissions, no conflicted advice, and no hidden agendas. Instead, you’ll get an evidence-based, strategic plan designed to preserve your lifestyle today and create opportunities for the next generation.

 

Some of the ways we deliver this includes:

• Strategic investment oversight to maximise returns while managing risk.

• Structuring of executive compensation packages, bonuses, and equity schemes.

• Business succession and liquidity planning to prepare for a sale or leadership transition.

• Integration of personal, business, and family wealth into a unified plan.

• Estate and asset protection strategies to safeguard future prosperity.

 

If you’re ready to focus on your career, lifestyle or future plans without losing sight of your finances, we can help you take control of the big picture.

Why Our Clients Choose Us

Since 1999, Capital Partners has built lasting relationships with successful families, offering expert guidance and a personal approach to wealth management. Our commitment to putting your interests first is reflected in our status as Australia’s most awarded wealth management firm.

Click below to hear from our clients and discover why they trust us with managing their wealth.

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Fiona

“My dealings with Capital Partners have and are excellent, from prompt communication, expert opinions on financial matters or dealing with succession planning. Nothing is deemed too much trouble and I have no hesitation in highly recommending this Firm.”

 

Alan

“The best move my wife and I ever made for our superannuation. Excellent service from compassionate experts who care about us now and our future.”

 

Kevin

“Have been with capital partners for 5 years and we are very happy with the teams performance. We are kept up to date with account information and they are always happy to listen if we have any concerns.”

Further Reading and Free Resources

Looking for more information on private wealth management?

We welcome you to visit our Knowledge Hub which offers a wealth of free resources. You’ll find everything from blogs and reading guides, through to videos and The Purposeful Investor podcast series.