Your whole financial picture
Set out the assets, structures, priorities and major decisions that need to be considered together.
Private wealth planning for $1.5m+ families
Do your financial decisions work to one plan?
Bring tax, investments, superannuation, estate planning and the decisions around your family or business into one coordinated view.
Start an initial conversationSee how coordinated private wealth planning works.
The first step is to identify your priorities, connect the relevant decisions and see whether this kind of advice fits your situation.
Example video explainer
Start with the decisions in front of you.
A coordinated plan can show how separate parts of your financial life relate before advice is implemented.
Your professional team
Capital Partners says it works alongside your accountant, solicitor and other advisers rather than replacing them.
Your plan as life changes
Keep the strategy connected as retirement, family, business and legislative circumstances change.
Published client experiences.
These comments appear on Capital Partners' official private wealth management page.
“Nothing is deemed too much trouble and I have no hesitation in highly recommending this Firm.”Fiona
“Excellent service from compassionate experts who care about us now and our future.”Alan
“We are kept up to date with account information and they are always happy to listen if we have any concerns.”Kevin
See whether the service fits your situation.
Capital Partners invites individuals and families with $1.5 million or more in investable assets, or those approaching that level, to begin with an initial conversation.
Contact Capital Partners