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.