Who We Are
Capstone Financial is a leading Asia based financial services company specialising in providing client focused, integrity driven advice to individuals, trusts and businesses in Asia.
Capstone Financial was originally incorporated by experienced industry professionals with the clear aim of setting new standards in the Asian market place. By offering a refreshing new approach that radically improves the quality of advice and overall client experience, we continually work to raise the bar when it comes to financial services in Asia.
Our success as a company is driven by the strong belief that our clients’ success is intrinsically linked to our own. Our philosophy is clear and simple: the client should always come first.
Why Capstone Financial?
We strive 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 our high level of commitment and each client should benefit from the experience and technical abilities of the Capstone Financial Group as a whole and not just that of your individual adviser.
- Our Investment and Insurance Committees provide the basis for any investment proposal. By utilising their extensive experience in insurance, banking and wealth management, they systematically map the market and provide extensive research on the whole universe of available products. In a volatile world, you can be assured that your business and assets are in safe hands.