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.
“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.”