Our approach

From our senior principals to our newest team member, we believe there’s more to life than money.

Think of us as your GPS for a world of wealth, investment and retirement planning options.

Being rich doesn’t necessarily equate to a rich life. Being happy with your bank balance doesn’t mean you’ll find happiness. And so, we’d like to talk to you about life first, and wealth financial advice second.

Of course, we’ll help you grow and protect your wealth. But we believe it’s our responsibility to ensure it’s wealth with a purpose, enabling you to live your best life, whatever that life looks like.

Our Philosophy

When your values are clear, so is your purpose; when your purpose is clear, so are your goals; and that’s when making the right decisions about how to manage your wealth becomes easier. This is our philosophy. This is our approach.

That’s not to say wealth planning, investing and legacy planning is easy. With a world of strategies and financial opportunities at our disposal, it’s anything but easy. But that’s why we’re here.

We’re here to uncomplicate your financial life, providing wealth solutions that are informed by life conversations and the Wealth with Purpose principles we live and work by.

There’s a mind-boggling array of financial advice products out there.

Many financial advisers only offer the ones they have a vested interest in. Not so at Capital Partners. As a privately-owned business, our story is very different. And so is our evidence-based approach, which revolves around you.

Your lifelong Capital Partners journey will start with your Wealth Map conversation.

Your Wealth Map is about you. It’s about clarifying what matters – really matters – to you. Your values. Your purpose. Your dreams. Your life goals. Your strategy for happiness.

This isn’t a conversation about wealth planning, investment management and legacy planning. We’ll get to all of that in good time.

Life conversations

It’s sometimes confronting, but always revealing. It’s often challenging, yet always constructive. Your Wealth Map gives us – you and our team – the clarity we need to do the right thing.

After all, how can we help you live a full and happy life (and that’s what this is all about) if we don’t know – or if you don’t know – what your full and happy life looks like?

Wealth solutions

How can we help you navigate a world of financial products if we don’t know where you are, where you’re heading, and why?

How can we draw on the best academic research and proven opportunities to create a tailor-made, evidence-based wealth solution that puts your mind at ease and, ultimately, a smile on your face?

Book your complimentary Wealth Map session

Our fee-based business model ensures you’ll only ever receive honest advice and an evidence-based wealth, investment and legacy solution that’s built around your values and purpose. But it all starts with our Financial Life Plan, which is complimentary and obligation-free.

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