We specialise in
Wealth Management for High Net Worth Individuals in Perth
Capital Partners is Perth’s only CEFEX-certified wealth management firm. We work with individuals and families with investable assets of $1.5 million or more, providing fiduciary advice that is legally bound to serve your interests first.
Since 1999, we have helped high net worth families in Perth achieve genuine financial clarity: not just returns, but wealth management strategies tailored to your goals that reflect who you are, what you value, and what you want to leave behind.
Independent Wealth Management, Built Around You
Most wealth advisers are paid to sell products. We are not.
As a fiduciary firm under AFSL 227148, we receive no commissions and hold no ownership ties to investment products. Our only obligation is to you.
We are also the only firm in Western Australia certified by the Centre for Fiduciary Excellence (CEFEX), an independently audited standard held by fewer than a handful of Australian firms. For high net worth individuals who want certainty that their adviser’s interests are fully aligned with their own, CEFEX certification is the clearest proof available.
We have been recognised as Australia’s Best Professional Practice by the Financial Advice Association of Australia (FAAA) three times: in 2017, 2019, and 2024. No other wealth management firm in Australia has achieved this more than once.
Our goal for every client is true prosperity: wealth that is intelligently managed, properly protected, and aligned to what matters most to you and your family.
Learn more about our fiduciary credentials and CEFEX certification.
Wealth Management for Perth’s High Net Worth Families
Our private wealth management services are designed around four groups of people.
What Private Wealth Management Includes
Wealth management for high net worth individuals is not a single product. It is a coordinated strategy across every area of your financial life, reviewed regularly and adjusted as your circumstances change.
Wealth Management in Perth: A Specific Market
Perth’s high net worth landscape is shaped by forces that do not apply in other capital cities. Resources sector wealth, high executive income, and a concentration of successful business owners in suburbs like Nedlands, Claremont, Subiaco, and Dalkeith create a set of financial challenges that require genuine local expertise.
We have been advising Perth families for over 25 years. We understand the WA business environment, the dynamics of resources wealth, and the specific tax and superannuation considerations that affect high income earners and business owners in this market. Explore our Perth-based adviser team.
Why Our Clients Choose Us
Since 1999, Capital Partners has built lasting relationships with successful families, offering expert guidance and a personal approach to wealth management. Our commitment to putting your interests first is reflected in our status as Australia’s most awarded wealth management firm.
Click below to hear from our clients and discover why they trust us with managing their wealth.
Wealth Management for High Net Worth Individuals: Common Questions
Further Reading and Free Resources
Looking for more information on private wealth management?
We welcome you to visit our Knowledge Hub which offers a wealth of free resources. You’ll find everything from blogs and reading guides, through to videos and The Purposeful Investor podcast series.
Get in touch today!
For trusted independent advice, we invite you to reach out to our friendly Perth team today. We aim to respond to all enquiries within two business days.
Capital Partners Private Wealth Advisers ABN 27 086 670 788 AFSL 227148