Capstone Financial Planning

Financial ServicesVictoria, Australia11-50 Employees

Originally established in 2002, Capstone Financial Planning is one of Australia’s leading financial services Licensees. 

As a privately owned and operated organisation, Capstone is not owned by a bank, fund manager or financial institution. 

This distinctive positioning allows the group to offer tailored and flexible solutions to our Advisers, a quality becoming increasingly rare in an era of institutional consolidation. 

Rather than a one size fits all approach, our Advisers determine their client’s future based entirely on their needs and advice requirements. At Capstone, we truly are free from institutional influence. 

We focus on you; we create an environment conducive to business growth and provide a premium support structure to enable advice, business and client efficiencies. We understand that no business is the same and that’s why we have varying levels of authorisation. 

With in house, backroom operational support, Capstone Advisers enjoy many of the scale benefits generally associated with larger institutional dealer groups.  

As clients become increasingly savvy and demand additional services, Financial Advisers and Accountants need to ensure they are providing genuine value and strengthening the overall relationship.  

A privately owned Licensee such as Capstone can provide far reaching advantages. We support you through the evolution of business and client relationships. 

Whether you are a Financial Adviser, Accountant or both, we can help support you and your business to reach the next step.

Sign up for free to view info

Email Format Employee directory