Your wealth. Your goals. Our purpose.
It’s true, financial advice is readily available. But we’re proud to be different.
At Capital Private Wealth, we combine our wealth management experience with an entirely personal, ‘big picture’ approach that guarantees you get advice you can trust and results you can enjoy.
The Capital Difference.
It is all about you
(not about products)
Our client’s interests are always placed first and are at the heart of everything we do. You don’t want a financial adviser with a conflicting agenda to yours. We develop strategies that are tailored for you and are designed to meet your financial and life goals. It’s the beauty of being 100% privately owned. There is no doubt we’re working for you – not a bank, fund manager or insurance company.
A straight-talking,
personal approach
At every step, we’re here to help you navigate the ‘big picture’. Financial plans can be complicated, with diverse strategies, new legislation, products and portfolio options to consider. It’s our job to cut through the complexity, identify key issues, pinpoint priorities, and provide advice that’s easy to understand, implement and manage.
We’re a one-stop-shop
We have the heart of a boutique business with the resources and track record of a market leader. Every one of our clients has comprehensive financial advice at their fingertips, covering investment management, business services and superannuation, financial and lending and tax / accounting.
Market-leading knowledge
At Capital Private Wealth, we use the latest technology to constantly monitor financial markets so we have our finger on the pulse for new strategies, changes and trends. We’re on top of it – so you can make great decisions, on a sound basis, at the right time.
Real life, real insight
While our work is informed by sharp market analysis and world-class research, we know you’re making real-life decisions that need hands-on experience. Through years of working with leading businesspeople, high- net-worth individuals and families, we have a proven understanding of your challenges, concerns, hopes and aspirations. This gives us a unique grasp on the solutions that work and truly make the difference.
Today and tomorrow
We help you plan for life – we don’t just implement ideas and walk away. We see ourselves as your partner in wealth management through different life stages, making sure your financial strategies remain fruitful and relevant.
Financial confidence and peace of mind
We want you to ‘rest easy’, with the confidence and peace of mind that your financial affairs are being expertly managed so you can focus on being top of your game in your chosen field and enjoy the lifestyle your wealth affords you.
Advice you can trust results you can enjoy
We have every aspect of your financial wellbeing covered – from Strategic Financial Advice to Investment Management and Accounting & Tax.