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How We Help

How We Help
Wealth Planning

At Capital Partners, we specialise in comprehensive wealth planning services in Perth, offering personalised financial advice to suit your specific needs.

Retirement Planning

When work ends, a new life can start. Embrace what a life post-work really means to you with our expert retirement planners in Perth.

Estate Planning

Having a watertight estate plan, encompassing your wills and legacy plans will help you live your life with confidence.

Investment Strategies

Successful investment strategies shouldn’t follow hype and predictions. For starters, this is an impersonal approach and won’t create the return on life you deserve.

Tax Planning

At Capital Partners, we offer expert tax planning and tax saving strategies tailored to enhance your financial efficiency and minimise tax liabilities.

How we help
Wealth Planning Retirement Planning Investment Strategies Estate Planning Tax Planning
Who We Help

Who We Help
Busy Executives & Professionals

Let us help you get completely organised so you can maximise the opportunities that come your way.

Women in Life Transition

Change doesn’t have to be daunting, or done alone. Let us work with you to discover the confidence you deserve.

Business Owners

Isn’t it time you had someone in your corner to lighten the load? Let our team help you maximise every opportunity.

Ambitious Retirees

A new chapter brings new opportunities and adventures. Let us help you plan your renaissance, not just a retirement.

Find Your True Prosperity

Have you wondered why some families seem to succeed effortlessly? Perhaps it’s time for a deeper conversation.

How we help
Wealth Planning Retirement Planning Investment Strategies Estate Planning Tax Planning
Who We Are

Who We Are
A Proven Framework

Working with three generations of clients has given us a time-tested framework for step-by-step certainty.

Our Investment Philosophy

Our investment philosophy has a twenty-year track record of providing systematic and reliable outcomes for investors.

Meet The Team

Our friendly, approachable and highly skilled people are behind every great outcome we achieve for our clients.

Fiduciary Excellence

It’s one thing to claim excellence, but being CEFEX certified is proof of that standard.

Professional Awards

Awards are wonderful accolades, but our real satisfaction is from the relationships we have with the families we serve.

Our History

It all began with a desire to do things differently. Explore our evolution here.

How we help
Wealth Planning Retirement Planning Investment Strategies Estate Planning Tax Planning
Join Us

Join Us
Open Positions

Discover what opportunities exist. It’s your career, is it time to take control over it?

A Career With Us

We want to see you flourish in your role, in yourself, and as part of our team.

Career Pathways

Are you on track to achieve the career aspirations you want? It’s your journey, how would you like it to look?

Success Stories

Not all careers are the same. Discover how different pathways lead our team to their best life.

How we help
Wealth Planning Retirement Planning Investment Strategies Estate Planning Tax Planning
Knowledge Hub

Knowledge Hub
Blogs & Insights

Stay connected with our latest commentary across markets, recent questions and other useful insights.

Tools & Guides

Discover the first steps to achieving your true prosperity through financial advice.

Podcasts

Do you want the latest insights and learnings delivered straight into your ears? Here they are.

Videos

Learn directly from our team about financial advice practices, and tips for successful investing.

How we help
Wealth Planning Retirement Planning Investment Strategies Estate Planning Tax Planning
Contact

How We Help

Wealth Planning
At Capital Partners, we specialise in comprehensive wealth planning services in Perth, offering personalised financial advice to suit your specific needs.
Retirement Planning
When work ends, a new life can start. Embrace what a life post-work really means to you with our expert retirement planners in Perth.
Estate Planning
Having a watertight estate plan, encompassing your wills and legacy plans will help you live your life with confidence.
Investment Strategies
Successful investment strategies shouldn’t follow hype and predictions. For starters, this is an impersonal approach and won’t create the return on life you deserve.
Tax Planning
At Capital Partners, we offer expert tax planning and tax saving strategies tailored to enhance your financial efficiency and minimise tax liabilities.

Who We Help

Busy Executives & Professionals
Let us help you get completely organised so you can maximise the opportunities that come your way.
Women in Life Transition
Change doesn’t have to be daunting, or done alone. Let us work with you to discover the confidence you deserve.
Business Owners
Isn’t it time you had someone in your corner to lighten the load? Let our team help you maximise every opportunity.
Ambitious Retirees
A new chapter brings new opportunities and adventures. Let us help you plan your renaissance, not just a retirement.
Find Your True Prosperity
Have you wondered why some families seem to succeed effortlessly? Perhaps it’s time for a deeper conversation.

Who We Are

A Proven Framework
Working with three generations of clients has given us a time-tested framework for step-by-step certainty.
Our Investment Philosophy
Our investment philosophy has a twenty-year track record of providing systematic and reliable outcomes for investors.
Meet The Team
Our friendly, approachable and highly skilled people are behind every great outcome we achieve for our clients.
Fiduciary Excellence
It’s one thing to claim excellence, but being CEFEX certified is proof of that standard.
Professional Awards
Awards are wonderful accolades, but our real satisfaction is from the relationships we have with the families we serve.
Our History
It all began with a desire to do things differently. Explore our evolution here.

Join Us

Open Positions
Discover what opportunities exist. It’s your career, is it time to take control over it?
A Career With Us
We want to see you flourish in your role, in yourself, and as part of our team.
Career Pathways
Are you on track to achieve the career aspirations you want? It’s your journey, how would you like it to look?
Success Stories
Not all careers are the same. Discover how different pathways lead our team to their best life.

Knowledge Hub

Blogs & Insights
Stay connected with our latest commentary across markets, recent questions and other useful insights.
Tools & Guides
Discover the first steps to achieving your true prosperity through financial advice.
Podcasts
Do you want the latest insights and learnings delivered straight into your ears? Here they are.
Videos
Learn directly from our team about financial advice practices, and tips for successful investing.

Contact

Schedule a meeting

Schedule a Meeting

It's your future

Find your true prosperity.

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Start your journey to true prosperity

What would True Prosperity mean to you?

Our research confirms there are three critical outcomes you need to achieve enduring financial success. The Prosperity Indicator is a nine-question quiz to help you assess your progress against the critical outcomes, and in turn, measures your progress towards true prosperity.

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Capital Partners is committed to protecting your privacy. When you complete a form on our website, we collect this personal information so that we can respond to your request. To do so, we may share your personal information with our third-party service providers. For more information explaining how we use your information, please see our Privacy Policy.

To what extent are you living your best life, in line with your values and highest priorities?

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1 = I'm drifting and risking some regret. I can see opportunities passing me by.

5 = I'm living a good life, but there are areas where I know I am out of alignment (eg work or relationships).

10 = I’m flourishing on all levels and living my life in full alignment with what matters most to me.

To what extent do you have a clear vision for the future, supported by purposeful goals?

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1 = My future vision and goals are not clear. I feel my future is uncertain.

5 = I have loose goals but I am not as clear as I want to be.

10 = I have a real sense of purpose around my money and financial success. My future is clear.

How certain are you that your habits and relationship with money, (or your partner’s) won’t get in the way of building or enjoying your wealth?

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1 = Money decisions cause stress and conflict. I have some bad habits and I need to pay more attention this this.

5 = My money habits are ok, but I have some conflict. I could be doing things smarter.

10 = I/we have candid and productive discussions about money, and make sound decisions that I can stick to.

How certain are you that your financial plan is fully funded, (or will be) so that you have the life you really want now, and in the future?

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1 = I don’t feel certain at all. I fear my choices today could undermine my future.

5 = I think I’m on track for now. I have a loose plan but I need to pay closer attention to this..

10 = My future is fully funded, and my plan is robust and will evolve as my priorities do. I have complete confidence.

When it comes to life’s high-stakes financial decisions, how certain are you that you are making the smartest decisions you can about your money and your future?

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1 = I struggle with big decisions and the results can be random. I’m unsure who to ask.

5 = I make the best decisions I can based off my own research and experience, and advice from friends or family.

10 = I test my ideas and assumptions with experts to help me make sound decisions.

How confident are you about the reliability and certainty of your investment returns over time, given the risks you are taking?

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1 = I’m unsure about my investments or the risks I’m taking. I don’t really know.

5 = I think my investments are okay but I’m not sure if there’s a better or smarter way to invest.

10 = I don’t speculate, I take a long-term view, and feel confident I have a high probability of success.

How confident are you that you have considered all the risks (e.g. insurance risks, cyber fraud, illness, legal claims, family related issues), that might threaten your financial future, and that you have taken appropriate steps to mitigate them?

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1 = I don’t feel very confident about this at all.

5 = I think about these risks and have taken some action. I know I will have some gaps.

10 = I understand the risks and have taken proactive steps, or have sought help to manage them.

How certain are you that your estate and legacy plan will preserve family harmony and foster continued prosperity for your family into the future?

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1 = If I died today, I'd be leaving a mess behind.

5 = My affairs are reasonably organised and I hope it will be ok. There are areas I have not attended to.

10 = I have done my very best to set my family up for future success, including financial and life skills.

How certain are you that you are fully living the life that you have already earned the right to enjoy, without the risk of future regret?

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1 = I am accepting too many trade-offs, even compromises, and I’d like to be more purposeful about what I really want.

5 = Life is good, but there are still too many trade-offs. I’m unsure how to improve this.

10 = I am enjoying complete freedom with my time, money, relationships, and purpose. I feel I am flourishing.

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Total Score

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Bigger Future

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Pathway Certainty

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Healthy Legacy

Useful resources that may help you get started…

Download your copy of Wealth with Purpose

Download your copy of Pursuing a Better Investment Experience

Explore our Resources and Knowledge Hub

Let us help you achieve true prosperity

To think deeper about your finances and your future, get in touch with our friendly team today.

Uncover What You Have Been Missing Here

Contact
Capital Partners Private
Wealth Advisers
22 Delhi Street,
West Perth 6005, WA
(08) 6163 6100
Email Us

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Disclaimer: The information on this website is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if the strategies and products are right for you. In any instance where information is based on historical performance, we would advise that this is not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions and should seek professional advice.