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.

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Capital Partners is a proud member of the Global Association of Independent Advisors™. The Global Association of Independent Advisors™ (GAIA) is an international network of investment advisory firms, whose overriding commitment to fiduciary excellence, ensures they always put their clients’ interests first. For you this means the highest fiduciary standards will be followed throughout every step of the investment process.

Every GAIA firm has to hold 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.

To date, just over 100 firms across the globe have achieved this certification. There are five CEFEX certified firms in Australia and Capital Partners is the only CEFEX Certified Firm in PerthEvery GAIA member firm is required to obtain and maintain CEFEX certification, and at least one individual at each firm must be certified as an accredited investment fiduciary (AIF). At Capital Partners we have four CEFEX Accredited Investment Fiduciaries.

GAIA’s fiduciary standards rise well above the limited performance reporting requirements governing today’s investment management industry. GAIA standards encompass all aspects of client relationships from the development of their financial and investment plans and written investment policy statements, to our review and evaluation of their investment portfolios. This includes the ongoing guidance and monitoring of each step of the client’s financial journey.

Capital Partners membership with GAIA is important for our clients, as all member firms encourage and share best practices across all facets of their business. This learning and development across the group ensures clients are not only exposed to best fiduciary practice, but also leading edge developments in wealth management across the globe.

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

 

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