Inside our Business
As a leading independently owned financial advisory licensee, Capstone Financial Planning provides a unique support structure for our network of Financial Advisers and Accountants.
- A partner to support, challenge and guide the future of your business
- Non-aligned status allowing you to dictate your business decisions
- Fixed Fee – annually
- Best practice principles
- Like-minded culture
- Transparent and accountable environment
- Commitment to ongoing training and professionalism of industry
- Full back-end operational support system – experienced in-house team
- Competitive Professional Indemnity (PI)
- Encouragement to use and develop your own branding
At Capstone, we have developed a selection of Authorisation Tiers based on industry knowledge and feedback to ensure we offer flexible Authorisation solutions consistent with your requirements. The 4 Tiers allow you to select the most appropriate advice for your business; with the extra benefit of adding any additional services. So if the support area you require isn’t included in your selected Authorisation Tier, you have the option to access that specialist area for a fee. For a summary of our support services click here.