Fiduciary Excellence

A fiduciary has a legal or ethical relationship of trust with another and prudently takes care of money or assets for another person.

As a privately-owned business, we’re a bit different to our peers. Good different.

Privately owned.
We have our own Australian Financial Services licence, therefore we are free to explore and exploit a world of investments and opportunities on your behalf.

Fee-based guidance.
No bank or institutional affiliations. No vested interests. We don’t rely on investment commissions. We work for – and with – you and your family.

Evidence-based advice.
We draw on the best academic research and Nobel Prize winning thinking to create a tailor-made wealth solution that puts your mind at ease and a smile on your face.

CEFEX and GAIA accredited.

We meet the highest global fiduciary standards with the Centre for Fiduciary Excellence and the Global Association of Independent Advisors™. You can relax  knowing our interests are aligned with yours.*

*Despite our membership with GAIA, Capital Partners does not claim to be independent under section 923 of the Corporations Act.
CEFEX certification increases transparency and accountability and therefore increases trust.

Capital Partners holds a CEFEX certification. The Center for Fiduciary Excellence (CEFEX) serves as an independent auditor to verify that an investment advisory firm conforms to all practices and criteria that comprise the Global Standard of Fiduciary Excellence.

To date, just over 100 firms across the globe have achieved this certification. Capital Partners is the only CEFEX Certified Firm in Perth and we have four CEFEX Accredited Investment Fiduciaries.

What it means to be CEFEX Certified
Adherence to a fiduciary standard

CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is contrasted with a firm that lacks a fiduciary process or operates according to a ‘suitability’ standard.

Adherence to the fiduciary standard can be the foundation for the trust placed in Advisers by their clients, whether individual or institutional investors.

The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the Adviser, clients, vendors and regulators.

Verified by annual audits

CEFEX advisory firms voluntarily undertake annual audits by independent fiduciary experts. This verifies their adherence to the fiduciary standard and is supplemental to the oversight performed by most financial regulators, who require advisers to meet a minimum compliance standard.

The objective is simple: to protect investors.

Investor benefits

A CEFEX-certified advisory firm places your interests first and will realize investment objectives sooner, better align investment services to expenses, and be accountable for actions taken.

 

View Our CEFEX Certificate

Ideas & Insights

Your Ideal Life