Established in 2002, Capstone Financial Planning is now one of Australia’s leading financial services Licensees. Capstone is a privately owned and operated organisation, which means we are not owned by a bank, fund manager or financial institution. This allows the group to offer tailored and flexible solutions to our national network of financial advisers and accountants, a characteristic becoming increasingly rare in an era of institutional consolidation.
We focus on you, providing you with support and resources conducive to business growth. We understand that no business is the same and that’s why we have varying levels of authorisation. With in-house, backroom operational support, Capstone advisers enjoy many of the support services ordinarily associated with large institutional dealer groups.
As the financial advisory profession becomes increasingly competitive, financial advisers and accountants need to ensure they are providing genuine value. This is where we can help. Our team is focused on your success.
As a leading, national financial advisory licensee, Capstone Financial Planning provides a unique support structure for our network of financial advisers and accountants.
Depending which Authorisation Tier you select, this will determine the support services you receive. Whether you require plenty of support from a Licensee, or a little SMSF related support.
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."
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.”
Strategic Retirement Solutions
“I recommend Capstone to any adviser seeking to 'go out on their own'. They are a fabulous licensee!”
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.”
“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.”
“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.”