Your Financial Peace of Mind
Independent Wealth Management
Your Big Questions
After 20 years of advising clients like you, we’ve found that there are 3 questions that need answers.
Your Trusted Adviser
Selecting a wealth adviser to help secure your family’s future is one of the most important decisions you will make.
Which Profile Best Describes You?
We Specialise In Providing Wealth Planning and Investment Advice For:
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.
We've Cracked The Code
After advising hundreds of clients, we’ve established the 3 essential ingredients to ensure financial peace of mind
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™
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™
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”
No cost, no obligation
A 15 minute call to establish if we’re a good fit and agree to go to the next stage.
A 60 minute meeting where we discover your goals, needs, and concerns.
We outline our recommendations to help you best achieve your goals.
What our clients say
Read about our clients’ success stories
Our relationship with Capital has been less about finance and more to do with discussing and planning for the moments that, in the old days, would have featured in the family photo album. Their financial expertise is exemplary but what makes the difference is their acute emotional intelligence.
Not only have they done an amazing job putting our financial affairs in order and saving us lots in fees, but they have also reinvigorated our lives. We have a newfound passion for growth and change which would not have possible without their help. We really loved Capital’s holistic approach to financial planning.
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