Our Values

01

Integrity

02

Respect

03

Collaboration

04

Success

05

Accountability

Moving forward, we’ve got your back

In an investment and financial planning industry still dominated by conflicted advice, our fiduciary, whole-of-life ethos is still very much the exception.

Today, our intergenerational practice is a proud member of the Global Association of Independent Advisors™ (GAIA)*, an esteemed international network of like-minded advisory firms that sets the fiduciary excellence benchmark.

In other words, we put our clients’ interests first, and have the rare CEFEX certification to prove it, with no less than four CEFEX Accredited Investment Fiduciaries (not just the requisite one).

But you don’t have to take the word of independent auditors for our honourable intentions and actions. Meet our highly qualified and equally likeable team and experience the difference first-hand.

*Despite our membership with GAIA, Capital Partners does not claim to be independent under section 923 of the Corporations Act.

QUOTE

“Fortunate are those who take the first steps.”
Brazilian lyricist and novelist
Paul Coelho

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