Capital Partners Private Wealth Advisers is a leading wealth management firm in Western Australia.
Founded in 1999, we set out to do things differently; adopting a values-based advice model that puts the client at the centre of all conversations and strategies. Today, Capital Partners remains privately owned by the people who care about our clients the most, our team. We build long-standing relationships with clients, and our fee-based approach means we don’t rely on investment commissions.
We specialise in managing complexity for our clients: technical, time, and personal complexity. We partner with clients to achieve their life goals by providing comprehensive wealth management advice, investment management, legacy planning, and insurance options based on their individual needs.
At Capital Partners, we are committed to fiduciary excellence, meeting the highest fiduciary standard with our CEFEX Certification. We are also founding members of the Global Association of Independent Advisors.
Our steadfast dedication to fiduciary excellence has seen Capital Partners receive national industry recognition, being awarded Financial Planning Association of Australia Professional Practice of the Year in 2017 and 2019; the only Western Australian firm to win this award twice.
We believe clear, evidence-based wealth planning holds the key to a rich, rewarding life. Our expertise include:
We are your GPS for a world of wealth, investment, and retirement planning options. We’ll draw on the best academic research to bring clarity to your financial life and create a tailor-made wealth solution that puts your mind at ease and a smile on your face.
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