GAIA Membership

The Global Association of Independent Advisors™ (GAIA) is an international network of investment advisory firms, whose overriding commitment to fiduciary excellence, ensures they always put their clients’ interests first.

Capital Partners is a proud member of the Global Association of Independent Advisors™ (GAIA). For you this means the highest fiduciary standards will be followed throughout every step of the investment process. Every GAIA firm has to hold CEFEX certification.

GAIA’s fiduciary standards rise well above the limited performance reporting requirements governing today’s investment management industry. GAIA standards encompass all aspects of client relationships from the development of their financial and investment plans and written investment policy statements, to our review and evaluation of their investment portfolios. This includes the ongoing guidance and monitoring of each step of the client’s financial journey.

*Despite our membership with GAIA, Capital Partners does not claim to be independent under section 923 of the Corporations Act.

GAIA membership firms are different

Capital Partners membership with GAIA is important for our clients, as all member firms encourage and share best practices across all facets of their business. This learning and development across the group ensures clients are not only exposed to best fiduciary practice, but also leading edge developments in wealth management across the globe.

GAIA firms are different because we:

*Consider the clients’ cash flow and liquidity needs when constructing their investment portfolios

*Avoid unnecessary conflicts of interest. If conflicts do arise, GAIA members disclose the nature of such conflicts and how they might affect clients

*Believe in maximising the clients’ after tax returns and employ appropriate strategies when and where possible

*Pledge strict adherence to a privacy policy designed to safeguard the confidentiality of all clients’ personal data

*Liaise with the relevant local GAIA firm when there is an international element to the advice

A global network of leading independent financial advisory firms, committed to bringing the highest fiduciary standards and world class solutions to our clients.