Capstone is a leading, national privately owned licensee with a complete range of back office support services to help you grow your business.
Your success is our focus, and to support your business we offer a range of support services usually only found in large institutionally-owned licensees. Our in-house support services include:
We offer four levels of authorisation (called “tiers”). This allows you to choose the level of support that’s best suited to your business and advice needs.
You may wish to access additional support and services as your business grows. With Capstone this is made easy as you can move between tiers as your business and advice needs change – allowing you the flexibility to scale our services to your needs.
When you’re looking for a licensee, it’s important to choose a partner that has the support and resources you need to deliver quality advice, solutions and services to your clients. At Capstone our goal is to provide you with the support you need to deliver quality advice and achieve business growth.
Accountants who provide SMSF advice must hold an AFSL or authorisation under an AFS Licence. At Capstone we are helping accountants right across Australia to make the transition into the new regulatory environment with advice, guidance, business transition support, and ongoing professional development.
We understand the challenges faced by financial advisers and accountants and deliver a highly personalised service, providing tailored support according to your business and advice needs.
We offer four authorisation tiers coupled with a full range of in-house support services to help your business grow.
If the ability to offer your clients holistic financial advice is important to you, choosing a licensee who is privately simply makes sense.
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Capstone provides access to a unique national support structure
We support the popular Xplan system which includes our own in-house help desk with the team providing technical support and assistance across all elements of Xplan.
Our compliance team implement and maintain the risk and compliance framework which extends to providing support and guidance to financial advisers
Our marketing and communications team provides tailored, strategic and tactical market support to help you to promote and grow your business.
We offer practice efficiency, business coaching and skills development services to help you to grow your business through the use of technology, systems and strategic practice abilities.
Capstone provides quality research from leading provider Lonsec spanning a range of unlisted investments from managed funds through to alternative asset classes.
We provide a comprehensive induction and ongoing professional development program including technical workshops and webinars.
You’ll have access to a team of paraplanning professionals who can assist you with the preparation of high-quality customised advice documents.
“Capstone made everything so easy by providing all the templates and support we need which makes me feel comfortable that I am in good hands with my licensee. I would highly recommend Capstone to any fellow Accountant."
Hillyer Riches Accountants
“We have gained assistance with transitioning to the new regulatory environment and provided a new service of strategic financial planning. Capstone have been of tremendous value in assisting with this transition."
“I would recommend Capstone to any accountant seeking to become licenced within the financial services industry. Their personal service and support to me and my firm has been exceptional."
“I joined Capstone Financial Planning in 2003 as I was looking for a Group that could offer a high level of independence and freedom that came from not being institutionally owned."
Willow Wealth Management
“Compliance support and feedback is crucial to our business. The Capstone team are always there to assist us in improving and providing best advice and best practice standards. Their input is always positive and constructive."
Nicholson Financial Planning
“I would happily recommend Capstone as a licensee to other advisers. The Capstone staff are friendly, knowledgeable, and professional, and they are genuinely committed to meeting their advisers' needs. I feel very secure in the knowledge that I have Capstone backing my business.”
Acquire Strategic Advisers
“Capstone’s support has been exceptional and consistent from the time our business made the transition. Capstone is continually trying to enhance their service offerings to their advisers, at both the higher level, and more specific lower levels within our business. They are an exceptional licensee and lead from the front.”
“I can highly recommend Capstone for planners seeking an independent licensee that’s not in your face but provide quality support services. Their service and support is second to none and has allowed us to concentrate on providing our clients with a premium level of service.”
“Having been with Capstone for a number of years, one thing that really stands out is their willingness to help and can do attitude. These are qualities we really appreciate.”