ABOUT CAPSTONE

Capstone is a leading, national privately owned licensee with a complete range of back office support services to help you grow your business.

OUR SERVICES

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:

  • Professional standards (including compliance and research)
  • Marketing and communications
  • Practice efficiency and coaching
  • Ongoing extensive professional development and training
  • Tailored technology support

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.

READY TO GET STARTED?

WHY CHOOSE US?

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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SUPPORT SOLUTIONS

Capstone provides access to a unique national support structure

Technology

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.

Compliance

Our compliance team implement and maintain the risk and compliance framework which extends to providing support and guidance to financial advisers

Marketing

Our marketing and communications team provides tailored, strategic and tactical market support to help you to promote and grow your business.

Practice Management

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.

Research

Capstone provides quality research from leading provider Lonsec spanning a range of unlisted investments from managed funds through to alternative asset classes.

Training

We provide a comprehensive induction and ongoing professional development program including technical workshops and webinars.

Paraplanning

You’ll have access to a team of paraplanning professionals who can assist you with the preparation of high-quality customised advice documents.

Discover the benefits of a privately owned Licensee.

DOMINIC BENTLEY

CWP Wealth

“I have been with Capstone for over three years and have found them refreshing to deal with. They help you become the best version of your business. I can wholeheartedly commend Capstone to any planner.”

PAUL BRONSON

Bronson Financial Services

“At a time of industry upheaval, the support of Capstone has been a godsend. Everything they promised they delivered.If you are looking for a new licensee you cannot beat the Capstone service offering."

JASON DUDENAS

Canyon Financial Planning

“Capstone Financial Planning should be at the top of your list for a Licensee. Grant and his amazing team give a down to earth and personalised approach to supporting practices.”

MORGAN COLLINS

Lane Financial

“Capstone have some of the highest quality individuals in their team and it’s a pleasure to benefit from their insight and assistance. We really can’t recommend them enough to anyone considering a licensee.”

HELEN STEVENSON

Strategic Retirement Solutions

“I recommend Capstone to any adviser seeking to 'go out on their own'. They are a fabulous licensee!”

BOB CHEN

Everalls Wealth Management

“With Capstone I can operate my business free from conflict. They have no in-house products, a flexible APL, and an extensive list of SMA solutions. I recommend Capstone highly.”

JEANETTE SCHRAM

Nett Assets

“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.”

BEN DREW

Paradigm Principle

“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.”

JOEL BONES

IEC Advisory

“The team at Capstone are all genuinely really good people. They are remarkable with their service culture. They really do care what you think, and they are genuine about our joint success into the longer term.”

BEN MARSHALL

Benchmark Financial Planning

“During times of change, it has been reassuring to be with a licensee that regularly engages with advisers and takes feedback seriously.”

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