Wealth Planning

Create a financial plan and wealth management strategy built for life. Your life.

As a privately-owned financial planning and wealth management firm in a world filled with uncertainty and opportunity, we’re here to provide clarity.

To help you make the right choices. To achieve your financial goals. To take control of your life journey. But before we can do that, we need to know your destination. Your goals. It starts with a complimentary meeting with one of our independent Wealth Advisers.

What matters to you?

Everything we do at Capital Partners is based on evidence and proven research. And the research tells us that when it comes to wealth and enjoying life, successful people share similar concerns:

  • Making smart decisions with money;
  • Enhancing their position by thinking ahead (particularly about tax);
  • Providing security and certainty for their family;
  • Protecting their assets and preserving their wealth;
  • Making a difference in their community and the world.

Our financial planning and wealth management solutions address all of these drivers. But the truth is, each of our clients is different, which is why we prioritise defining your unique values and life goals before we bring our expertise to bear.

Wealth Strategy

The wealth management strategy we’ll develop for you will be a step-by-step plan – comprehensive, flexible and designed by a financial consultant to help you get the most from your comprehensive financial plan.

We have a diverse team full of talent. We’ll draw on the remarkable wealth of financial modelling, planning and management expertise at our disposal to take your entire financial story into account – cash flow, tax, debt, asset protection, retirement planning, everything.

No gaps in our knowledge. No stone is left unturned in creating a bespoke strategy that will result in a whole-of-life plan for you. A plan that helps you achieve your financial goals.

Discover your life values, purpose and goals

Talk to our wealth and finance management experts. Lay the foundation for a financial life strategy that enables you to live your best life.