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Why Capstone Financial

We aim to differentiate ourselves from our competitors and the industry as a whole in a number of ways.

As a client you will receive a complete solution. We believe that it is our responsibility to advise you on all aspects of your finances and help implement a comprehensive strategy that will deliver financial security for you and your family.

Our unwavering focus is on providing consistent, high-quality advice and service throughout the Capstone Financial Group. We believe that the advice and service you receive as a client should be consistent with all our clients and each client should benefit from the experience and technical abilities of the Capstone Financial Group and not just that of your individual adviser.

Our Investment Committee provides the basis for any investment proposal. By utilising its extensive experience in banking and wealth management, they systematically map the market and provide extensive research on the whole fund universe, providing select ideas for all our advisers. In a volatile world, you can be assured that your assets are in safe hands.

A service built around you 

We focus on shorter, more liquid and flexible investments, allowing you to utilise disposable income and savings to create wealth and capital without sacrificing liquidity, which enables you to meet future needs as well as take advantage of future opportunities.

Clients are at the very heart of everything we do and we are committed to providing you with client focused, integrity driven advice that is designed to your individual needs.

Our advisers have an invested interest in looking after their clients over the long term. Aligning the interests of our advisers with our clients promotes higher levels of advice, service and performance.

We understand that our reputation is based on the quality of advice you receive and delivering on our commitment to you. As a result we have strong internal controls and all employees receive in-depth, on-going training to ensure the advice we offer is always of the highest quality.