Our Difference is You
By placing you at the centre of everything we do we create long term solutions for successful families and individuals. Our entire team is committed to you living a full, happy and engaged life…your Ideal Life.
The plan we create together will be rigorous, thorough and customised to your specific needs, taking account of your goals and aspirations first and foremost. We will then create an investment plan based on evidence-based principles to maximise the likelihood of you achieving your aspirations.
We aim to take the worry out of money, giving you clarity, certainty and greater confidence in the future.
Our passionate and committed team are guided by sound principles - at Capital Partners we always:
- Act in the best interests of clients;
- Act in a way that is ethical and legal;
- Base investment strategies on evidence-based methodology;
- Invest to a fiduciary standard;
- Compete to succeed;
- Emphasise financial sustainability and think long-term; and,
- Create opportunities for our people to contribute both to our
success and to their own.
Capital Partners is accredited to the highest global benchmark in fiduciary excellence, having successfully completed the independent certification process through the Centre for Fiduciary Excellence (CEFEX). This certification provides assurance to investors, both institutional and individual, that Capital Partners interests are aligned with yours.