Capstone was established in 2002 with a pioneering vision that fundamentally remains the same today:

To help professional financial advisers become successful through the provision of a complete value proposition that had no product bias and leading-edge fees/charges.

We focus on you – by providing the professional resources, tools and support services you need to establish, maintain or grow a successful business. We understand that no business is the same and that’s why we tailor our approach to what you need.

We believe that our support makes a difference, which is why we are committed to doing it ethically and exceptionally well.

We offer a leading-edge operating environment to provide our advisers with the opportunities to cultivate meaningful client relationships and to develop successful, thriving practices.

We’re a little different from other licensees – and we love that. How?

We are 100% privately owned
We have no product ownership, incentives or bias
We offer a full service model via our four pillars of support (Technology, Marketing and Communications, Professional Standards and Practice Coaching and Development)
We provide highly competitive adviser fees and charges
We have quality professional indemnity coverage
We utilise technology extensively across our business and a recognised as an industry leader
We offer tailored coaching support, which we’ve been doing for over 20 years
In addition to our own professional brand, we work with likeminded strategic partners.

As a privately held and managed company, we have the size, scale, flexibility and agility to maintain a personal approach to the way we work together.

As the financial advisory profession becomes increasingly competitive, financial advisers and accountants need to ensure they are providing genuine value. This is where we can help. Our collective team is focused on your success and helping you provide real value to your clients.

Capstone Financial Planning

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