Advice Solutions
We offer a range of tiered solutions with easy payment terms
Capstone offers four tiers of authorisation. The level of authorisation that’s right for you will largely depend on the level of support services you
need. Generally speaking, tiers 1 and 2 are suitable for accountants while tiers 3 and 4 are more suitable for financial advisers. You can move between tiers as your business and advice needs change.
Accountants who require basic authorisation and wish to provide advice regarding setting up or winding up an SMSF.
Accountants who wish to provide advice regarding setting up or winding up an SMSF as well as class of product advice.
Provide a broad range of financial advice. This includes the scope of advice offered under Tier 1, plus class of product advice on:
Existing Capstone advisor who are entering succession planning but wish to provide comprehensive financial advice during the transition.
Provide comprehensive financial product advice on:
Suitably qualified financial advisory professionals who wish to provide comprehensive financial advice and require business support services.
Provide comprehensive financial product advice on:
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.”
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.”
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.”
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.”