How we’ll help you preserve your wealth

Our research-driven, evidence-based approach to financial planning means we’ll leave no stone unturned as we build and preserve your wealth, which means ensuring you:

– have the right structures in place

– put your investment capital and assets in the right places

– minimise your exposure to risk and your tax liabilities

– apply cost-effective portfolio management

– employ prudent investment strategies

We live locally but we invest with a global perspective.

Building Wealth

Our investment models are based on evidence, not speculation and begin with the work of leading researchers, from the best finance schools, from the best universities in the world.

Over the past 50 years Nobel Laureates like Prof. Eugene Fama, Prof. Harry Markowitz, Prof. Bob Merton, and Prof. Daniel Kahneman and leading researchers like Prof. Ken French, and Prof. Robert Novy-Marx have added enormous depth and rigour to our understanding of how financial markets work, the risks worth taking, and how investors behave in the face of uncertainty.

While there is still much to learn about financial markets, we base our investment decisions on the best knowledge available, and by using an evidence-based approach we build robust, sustainable and risk-managed investment portfolios.

Our Investment Committee meets regularly to review research and our investment principles, and to oversee the construction and performance of our model portfolios, upon which your tailored portfolio will be based.

Our investments are managed to a fiduciary standard

We are founding members and active participants in the Global Alliance of Independent Advisors (GAIA) with whom we meet regularly to collaborate on best practice outcomes and portfolio bench-marking. The GAIA member firms collectively manage over $US20 billion globally.

Capital Partners holds a CEFEX certification. The Center for Fiduciary Excellence (CEFEX) serves as an independent auditor to verify that an investment advisory firm conforms to all practices and criteria that comprise the Global Standard of Fiduciary Excellence.

Find out more about our approach

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Take the advice we take

Everyone here at Capital Partners employs the same strategies we recommend to clients, so rest assured our approach works. Find out how we’ll create a bespoke wealth preservation solution for you.