Capstone Financial Planning was established in July 2002 and is now one of Australia’s leading financial planning licensees. An independently owned and operated organisation; we are not owned by a bank, fund manager or financial institution. This unique positioning allows the group to offer a tailored and flexible solution to our Advisers, a characteristic sought after in today’s financial planning environment. At Capstone, we maintain the highest level of relationship with our Advisers – creating an environment conducive to business growth and providing a premium support structure to enable professional planning advice to be passed from our Advisers to their clients.

The importance of education, qualification and experience is paramount in the financial planning arena and only Advisers who fulfill our strict criteria join the Capstone group.

Capstone provides its Financial Advisers with one of the broadest approved product lists on the Australian market. Our approved products are selected by a third-party research firm and our Advisers are free to utilise ‘best of breed’ products and investment platforms from this list.