Why we do what we do
At Capstone Financial, clients are at the very heart of everything we do. We are committed to providing every one of our valued clients with focused, integrity driven advice that is perfectly tailored to meet your individual needs.
Our advisers have a vested 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 our ability to deliver. To this end we have strong internal controls whilst all employees receive in-depth, on-going training to ensure the advice we offer is always well-informed, relevant and of the highest quality.
Setting the standard for commitment
Getting to know you 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. It is only once we really understand your situation, risk appetite and needs, that we will start helping you to implement an effective investment and financial strategy.
Your decision to invest marks the beginning and not the end of our client relationships. Your success is our motivation, regardless of time line and risk appetite, we are committed to your future.