Prepared for David Andrew
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Every piece is finished, written in your voice, and yours to keep regardless of whether we work together.
Tax affects what you keep, investments affect what you can draw on, and super and estate decisions shape what happens later.
When each one is handled separately, it can be hard to see what a change in one area means for the rest of your financial picture.
Capital Partners provides private wealth planning for individuals and families with $1.5 million or more in investable assets. The work brings the relevant decisions into one coordinated plan, alongside your accountant, solicitor and other advisers where needed.
If you'd like to examine how your current decisions fit together, start with an initial conversation with Capital Partners.
Both deserve consideration, and the balance between them can affect your investments, superannuation and estate planning.
Private wealth planning gives you a way to compare those priorities within your full financial picture, using your goals and circumstances rather than treating either decision on its own.
Capital Partners works with individuals and families who have $1.5 million or more in investable assets. If these are decisions your family is weighing, arrange an initial conversation and discuss what each priority could change in your wider plan.
You may already have good people helping with different parts of your affairs. The missing piece can be a plan that shows how the relevant tax, investment, superannuation and estate decisions connect.
Capital Partners says its private wealth planning team works alongside accountants, solicitors and other professional advisers. That means your existing advisers can stay involved while the financial decisions are considered as one strategy.
For families with $1.5 million or more in investable assets, an initial conversation can help you discuss what coordinated advice would cover in your situation.
Capital Partners publishes an agreed-fee model. It says it doesn't take commissions or charge asset-based percentages tied to product sales, and describes its advice as client-first and fiduciary.
Its service is coordinated private wealth planning across the parts of your financial picture that apply to you, which may include investments, tax, superannuation and estate planning.
If your family has $1.5 million or more in investable assets, you can raise the advice model and your planning needs in an initial conversation with Capital Partners.
Retirement can affect how you invest and draw income. Wealth transfer can involve your estate plan. A change in your business may also affect succession and your family's wider financial picture.
Capital Partners provides whole-of-life private wealth planning, bringing the relevant decisions into one coordinated strategy instead of examining each area in isolation.
The firm works with individuals and families who have $1.5 million or more in investable assets. If a major change is approaching, start with an initial conversation about the decisions that may need to be considered together.
# Private wealth planning for $1.5m+ families
Offer: Private wealth planning
If your family has $1.5 million or more in investable assets, Capital Partners can help you see whether your tax, investments, superannuation and estate decisions are working to one coordinated plan.
You may also have a business interest, a retirement decision approaching, or questions about how wealth should pass to your family. These decisions can affect each other, which makes it difficult to judge any one of them without seeing the rest of your financial picture.
Capital Partners provides private wealth planning for individuals and families at or above that published investable-assets threshold. The service brings the relevant decisions together, sets them against your goals and priorities, and coordinates the work with your accountant, solicitor and other professional advisers where needed.
If that sounds relevant to your family, the next step is an initial conversation with the Capital Partners team. You can explain what you're trying to decide, what advice you already have and which parts of your financial picture may need to be considered together.
Some families come to that conversation with investments and superannuation spread across different structures. Others are thinking about retirement income, estate planning, wealth transfer or what a change in the business could mean for the family. Capital Partners uses the conversation to understand your situation and whether its private wealth planning service is relevant to it.
The firm describes its approach as whole-of-life planning. In practical terms, that can mean considering how an investment decision interacts with tax, how superannuation supports retirement plans, or how estate and succession decisions fit with the assets and responsibilities your family already has.
Capital Partners also says it works alongside your existing professional team. Having an accountant or solicitor doesn't prevent you from discussing a coordinated plan. Their specialist work can remain part of the picture while Capital Partners helps organise the relevant financial decisions around one strategy.
You should also understand how the firm is paid. Capital Partners publishes an agreed-fee model and says it doesn't receive commissions or charge asset-based percentages tied to product sales. It describes its advice as fiduciary and client-first. You can ask the team how the fees and service would apply to your own situation before you decide whether to proceed.
The firm states that it's Perth's only CEFEX-certified wealth management firm, with the fiduciary standard independently audited each year.
Those credentials tell you how the firm describes its professional standard. Your decision still needs to rest on the service, the advice model and whether the team can address your family's financial picture.
Capital Partners publishes a clear starting boundary for the service: it works with individuals and families who have $1.5 million or more in investable assets. If you're near that threshold or unsure what counts as investable assets, raise it in the initial conversation rather than trying to work it out from an advertisement.
You may also want to know what the service costs. Capital Partners doesn't publish a fee amount for the initial conversation or its ongoing private wealth planning service in the material reviewed for this page. Ask the team to explain the agreed fee, what it covers and when it would apply before you make a commitment.
There also isn't a responsible way to promise a tax saving, investment return, retirement income or estate outcome before the team understands your circumstances. Private wealth planning gives the relevant decisions a coordinated structure. The advice and any later action depend on your goals, assets, existing arrangements and the professional input your situation requires.
Capital Partners' service is intended for individuals and families with $1.5 million or more in investable assets who want a coordinated view across the financial decisions that apply to them. It may be relevant if you value evidence-based investing, want advice that sits alongside your accountant and solicitor, or need retirement, estate, wealth-transfer or business-succession decisions considered within the same financial picture.
If you're looking for a product tip, a promised return or a quick answer without sharing the relevant details, this service is unlikely to match what you're after.
If you want to see whether your family's tax, investments, superannuation and estate decisions are working to one plan, arrange an initial conversation with Capital Partners. Bring the decisions that are currently separate, along with the questions you want the team to address, and use the conversation to decide whether coordinated private wealth planning is the right next step for your family.
Thanks for arranging an initial conversation with Capital Partners.
There are financial decisions you want to look at properly, and the team will use the conversation to understand what those decisions are, how they connect and whether private wealth planning is relevant to your family.
You don't need to arrive with every document in perfect order. Have a broad picture of your investments, superannuation, major structures, business interests and existing advisers nearby. More importantly, write down the questions you want answered. If something is unknown, say so, and the team can explain what information would be needed later.
We'll also send a few short emails before the appointment. They'll cover the published $1.5 million investable-assets threshold, how Capital Partners works with accountants and solicitors, and the questions to ask about fees and service scope.
There are a few more clips below this one. Watch the topics that apply to your family so you can use the conversation for your own circumstances instead of spending it on general background.
One of the Capital Partners advisers will take it from there. Bring the decisions you're weighing and the questions you need answered.
Capital Partners says it works with individuals and families who have $1.5 million or more in investable assets.
That's the firm's published boundary for its private wealth planning service. It doesn't guarantee that the service will suit every family above the threshold, and the source material doesn't define every asset that may count in every circumstance.
If you're near the threshold or unsure how it applies, ask the adviser you speak with. They can explain the boundary in the context of your financial picture before you decide whether to proceed.
Capital Partners publishes an agreed-fee advice model, but the material reviewed for this page doesn't state a fee amount for the initial conversation or the ongoing service.
The firm says it doesn't receive commissions or charge asset-based percentages tied to product sales. During your conversation, ask what fee would apply to your situation, what work it covers and when it becomes payable.
You should have those details before you decide whether the service is right for you, and the adviser can answer them without this video guessing at a number.
Capital Partners can't responsibly promise a tax saving, investment return, retirement income or estate outcome before your circumstances have been examined.
The service is private wealth planning. It brings the relevant investment, tax, superannuation, estate and business-succession decisions into one coordinated financial picture, then considers them against your goals and priorities.
Ask the adviser what work they would propose, which assumptions it would rely on and what professional input may be needed. That will give you something specific to assess without relying on a general promise.
Capital Partners says it works alongside accountants, solicitors and other professional advisers.
Your existing advisers can keep their specialist roles. Private wealth planning can help coordinate the financial decisions that cross those roles, so tax, investments, superannuation and estate planning can be considered within one strategy where they apply.
Tell the Capital Partners adviser who already helps you and where decisions have been handled separately. They can explain what coordination would involve without assuming another adviser needs to be replaced.
Start with the service and advice model. Capital Partners provides coordinated private wealth planning for individuals and families with $1.5 million or more in investable assets, publishes an agreed-fee model and describes its advice as fiduciary and client-first.
The firm states that it's Perth's only CEFEX-certified wealth management firm, with the fiduciary standard independently audited each year.
Those credentials can help you assess the firm's stated professional standard. Use the conversation to ask how the service, fees and planning work would apply to your family's financial picture.
Your Capital Partners conversation
Preview: What the team will cover and what to have nearby.
Your initial conversation is a chance to explain the financial decisions you're working through and see whether Capital Partners' private wealth planning service is relevant to your family.
It helps to have a broad picture of your investments, superannuation, property, business interests and existing estate arrangements nearby. Exact documents can come later. For now, the team needs enough context to understand which decisions connect and which professional advisers are already involved.
Over the next few days, we'll send a few short emails about the questions families commonly have before speaking with a private wealth adviser.
If your circumstances change and you need to update the appointment, reply to the booking email.
What the $1.5 million threshold means
Preview: The published boundary for Capital Partners' private wealth service.
Capital Partners says it works with individuals and families who have $1.5 million or more in investable assets.
That's the firm's published eligibility boundary for private wealth planning. It isn't a promised result, and it doesn't tell you by itself whether the service will suit your situation.
If you're near the threshold or unsure which assets are relevant, bring the question to the conversation. The team can explain how the published boundary applies before you decide whether to take anything further.
Your accountant and solicitor can stay involved
Preview: Capital Partners works alongside your existing professional team.
Already having an accountant or solicitor is common when your financial picture has become more complex.
Capital Partners says it works alongside accountants, solicitors and other professional advisers. The aim is to coordinate the relevant investment, tax, superannuation and estate decisions around one strategy while keeping specialist advice involved where it belongs.
During the conversation, tell the team who currently advises you and where decisions have been handled separately. That gives them a clearer view of what coordination may involve.
What to prepare before the conversation
Preview: A useful conversation starts with the decisions on your mind.
You don't need to turn up with a finished financial file.
Come ready to explain the decisions you're weighing, the people affected and what you want your money to support. That might include retirement income, investments, superannuation, estate planning, wealth transfer or a change involving your business.
Rough balances and current structures may help the discussion, but the team can tell you what documents would be needed if the conversation progresses.
Write down the questions you don't want to forget. Those are often more useful than a neat folder of paperwork.
How Capital Partners is paid
Preview: The firm publishes an agreed-fee, fiduciary advice model.
Capital Partners publishes an agreed-fee model. The firm says it doesn't receive commissions or charge asset-based percentages tied to product sales.
No fee amount for the initial conversation or the ongoing service was published in the material reviewed for this sequence. Ask the team to explain the fee, what work it covers and when it would apply.
That gives you the information you need to assess the service without anyone inventing a number before the conversation.
What private wealth planning can clarify
Preview: A coordinated plan still depends on your circumstances.
Private wealth planning can bring connected decisions into one view, helping you examine how tax, investments, superannuation, estate planning and relevant business-succession decisions relate to your goals.
The work can't responsibly promise a tax saving, investment return, retirement income or estate outcome before your circumstances and options have been examined.
Use the conversation to understand the work Capital Partners would propose, the assumptions behind it and the professional input your situation may require.
Retirement income and family wealth transfer
Preview: Compare what each priority could change in the wider plan.
Retirement income and family wealth transfer can both deserve attention, and they can pull decisions in different directions.
More income during retirement may affect how assets are invested or drawn down. A stronger focus on wealth transfer may involve different estate and ownership questions. The right balance can't be stated in a general email because it depends on your family, assets and goals.
If these priorities are live for you, raise both in the conversation. Ask the team to explain what each could change elsewhere in your financial picture before you decide where to place more weight.
Before your Capital Partners conversation
Preview: Have your main questions and broad financial picture nearby.
Before the appointment, take a moment to write down the financial decisions you want to connect and the questions you need answered.
Have a broad view of your investable assets, superannuation, major structures and existing advisers nearby. If something is unknown, say so. The initial conversation is there to establish whether coordinated private wealth planning is relevant and what information would be needed next.
Use your booking email if you need to update the appointment.
Preview: Tax, investments, super and estate planning can affect each other.
Tax, investments, superannuation and estate planning are often discussed in separate rooms.
The decisions still affect the same family and the same pool of assets.
If your family has $1.5 million or more in investable assets, private wealth planning can give you one view of the decisions that apply to you. Capital Partners works alongside accountants, solicitors and other advisers so their specialist input can remain part of the picture.
An initial conversation is the place to discuss which decisions are currently separate and whether a coordinated plan is relevant.
Preview: Coordinated planning can include the professional team you already trust.
Families often assume that speaking with a private wealth adviser means replacing the accountant or solicitor they already know.
Capital Partners takes a different practical approach. The firm says it works alongside your existing professional advisers, coordinating the financial decisions that cross investment, tax, superannuation and estate planning.
That can be useful when each adviser has a clear specialist role but nobody has a single view of how the decisions interact.
If that describes your situation, ask Capital Partners what coordination would cover for your family.
Preview: See what each priority could change before you decide.
How much weight should sit on retirement income, and how much on passing wealth to your family?
The question can affect investment choices, superannuation, estate planning and the timing of other decisions. A general rule won't settle it because the balance depends on your assets, family and goals.
Capital Partners provides private wealth planning for individuals and families with $1.5 million or more in investable assets. The service considers relevant decisions within one financial picture.
If both priorities apply to your family, an initial conversation can help you understand what would need to be compared.
Preview: Capital Partners publishes an agreed-fee advice model.
How a private wealth firm is paid belongs in the discussion before you engage it.
Capital Partners publishes an agreed-fee model and says it doesn't receive commissions or charge asset-based percentages tied to product sales. It also describes its advice as fiduciary and client-first.
The published material reviewed for this email doesn't state a fee amount. Ask the team what the agreed fee would be, what it covers and when it applies.
Preview: Retirement, estate and business decisions can share one financial picture.
A retirement decision can affect income needs and investments. Wealth transfer can involve estate planning and ownership structures. A change in your business may also raise succession questions.
Private wealth planning gives those decisions a common financial picture. Capital Partners describes its service as whole-of-life planning and works with individuals and families who have $1.5 million or more in investable assets.
That doesn't produce a universal answer. It gives the relevant decisions a place to be examined together, using your family's circumstances and priorities.
If a major change is approaching, arrange an initial conversation with Capital Partners and explain which decisions are already on the table.
Every asset above plugs into one place in this flow. Once it's running, the only thing you see is qualified bookings on your calendar.
We handle every piece of the build, deployment, and the first 30 days of campaign management. You film, we run.
If yours isn't here, it's the first thing we'll cover on the call.
