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Client commitment

Getting to know you, our client, allows us to build trust and establish a long-term relationship.

We want all your experiences with us to be positive. That is why, from the very first meeting, your adviser will clearly set out what you can expect from us and how we aim to help you.
Before providing any advice, we take the time to learn more about your personal and financial situation, as well as your future goals. This is achieved by completing a financial needs analysis, which is treated with complete confidentiality.

It is only once we really understand your situation and needs, that we will start helping you implement an effective investment and financial strategy.
Your relationship with us does not end at the point you decide to invest, as we know that it’s what happens afterwards that will determine your future success and your
satisfaction with us.

Setting the standard for client commitment and performance

All Capstone Financial clients enjoy:

  • Regular face-to-face meetings with your dedicated financial adviser, offering you the opportunity to review your investments, take account of your financial affairs and receive expert guidance through volatile markets
  • A dedicated client servicing team working alongside your adviser to ensure all your queries and requests are dealt with in a timely manner
  • Access to technical specialists either in-house or through one of our preferred partners
  • Regular market commentaries
  • Online access to all your investments in one convenient place
  • Investment committee and fund research team searching the whole market to bring you the best options
  • Continuous improvement based on close attention to your on-going feedback.

These elements and more form part of the comprehensive Capstone Financial service designed to safeguard your future financial success and ensure your satisfaction.