A framework for your success
We have worked with three generations of clients, providing deep insight into the needs of affluent families. Along with offering advice, we also deploy a time-tested framework to give you step-by-step certainty.
ABOUT CAPITAL PARTNERS
We are values-led and care about doing the right thing
Since 1999, we have had thousands of conversations with affluent, successful families. We understand the complexities of wealth and how it impacts family life. We are independent financial advisers, meaning we are objective, impartial, and on your side.
Our firm is owned and led by the people who work here, meaning we are accountable to you for everything that happens. Our principals are a talented group of professionals who lead with compassion.
We have been recognised as the Best Professional Practice in Australia, awarded by the Financial Planning Association of Australia, three times. To date, no other financial planning firm has achieved this.
In addition, two of our Principals, Michael Hayward and Kathryn Creasy, have been recipients of the highly prestigious award, Certified Financial Planning Professional of the Year, also awarded by the Financial Planning Association of Australia.
Your Financial Advisers
What we stand for
Our investment philosophy
Everything we do is based on meticulous research and evidence. 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. Experience a refreshing commitment to teamwork, collaboration, and accountability.
Fiduciary excellence
It’s one thing to claim excellence but being certified by CEFEX – the leading fiduciary standards organisation in the world – is proof of that standard. Partner with a truly excellent team.
Our values
Living by our values
Our culture is defined in four very simple words.
Think. Do. Live. Play.
When you work or partner with us, you’ll understand why.
1
Think beyond self
- Genuinely care for people
- Listen and act with heart
- Service above self
- Help, go the extra mile
2
Do the right thing
- Do what you say
- Take responsibility
- Be open, honest, and fair
- Have conversations that matter
3
Live above the line
- Have a growth mindset
- Commit to learn and grow (yourself and others)
- Bring your best
- Look for better ways to do things
4
Play as one team
- Lean into challenges
- Speak up, participate, and collaborate
- Play to your strengths
- Ask for help when you need it
Plan your future
Get in touch
For trusted financial and investment planning advice, reach out to our friendly team today. We aim to respond to all enquiries within two business days.