Your Financial Peace of Mind

Independent Wealth Management

Since 2004

Your Big Questions

After 20 years of advising clients like you, we’ve found that there are 3 questions that need answers.

Do we have enough?

You need certainty that you have enough money to ensure a secure and fulfilled financial future.

Is my family going to be ok?

It's vital that your loved ones are going to be secure regardless of what life throws at you.

What will our legacy be?

You want to be remembered for the things you've accomplished and the way you've impacted other people's lives.

Your Trusted Adviser

Selecting a wealth adviser to help secure your family’s future is one of the most important decisions you will make.

I started Capital with a clear vision to do things differently. I wanted to challenge conventional thinking in financial services.

Alan Smith, CEO

Which Profile Best Describes You?

We Specialise In Providing Wealth Planning and Investment Advice For:

Senior Executive

Business Owner

Are you retirement ready?

Use our free tool to see where you’re at on your journey to retirement

Answer 15 quick fire questions and we’ll send your very own report straight to your inbox.

Discover your Retirement Ready score and see how prepared you are when it comes to personal finances and long-term security measures. Our scorecard will provide instant, actionable steps to help you avoide the Retirement TRAPP.

Preparing for retirement, Retire ready scorecard Capital Asset Management

We've Cracked The Code

After advising hundreds of clients, we’ve established the 3 essential ingredients to ensure financial peace of mind

Plan

This is the essential first step. It’s a personalised document that will set out clearly where you are now, where you plan to be in the years ahead and the steps we will take to ensure you navigate life decisions and ensure your resources are supporting your goals.
We call this Future Map

Portfolio

Our approach is based on Nobel Prize-winning academic research and not market ‘opinion’. As an independent advisory firm, we use our research capabilities to ensure your portfolio is managed using a proven philosophy and strategy.
We call this Intelligent Investing

Partner

Acting as your financial coach, confidante and trusted adviser, we will be able to use our experience of working closely with clients in similar circumstances to your own to help you successfully navigate the future and avoid making any big mistakes.
We call this “Your Wealth Planner”

Getting Started

No cost, no obligation

01.

Initial Call

A 15 minute call to establish if we’re a good fit and agree to go to the next stage.

02.

Discovery

A 60 minute meeting where we discover your goals, needs, and concerns.

03.

Proposal

We outline our recommendations to help you best achieve your goals.

What our clients say

Read about our clients’ success stories

Let's Keep In Touch

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