Company Profile
Capital Partners Consulting Pty Ltd
Company Overview
Creating wealth is important, but unless it’s managed with purpose, all the money in the world won’t lead to a richer, happier life. Ask yourself – Are you on the right path? Are you making the best decisions about your money, and therefore your future? How nice would it feel to be on a certain pathway, not just for yourself but also for the people you love?
That’s what sets us apart from other Perth financial advisers and private wealth management firms. Instead of just focusing on the numbers, we focus on you, your family, your values, your life. It’s not just return on investment that matters, we also focus on return on life!
As an independent wealth management firm, we’ll help you discover wealth mastery, wealth security, and wealth enjoyment, the key outcomes you will need to enjoy true prosperity.
Company History
Our investment philosophy has a twenty-year track record of providing systematic and reliable outcomes for investors.
Notable Accomplishments / Recognition
Capital Partners is the only CEFEX Certified Firm in Western Australia, plus we proudly have four team members who are CEFEX Accredited Investment Fiduciaries.
Benefits
Learn from some of the industry’s best: Work closely with experienced financial advisers
Choose your own office and hours: Flexible working arrangements
We take culture seriously: Regular social events and team activities
Your personal development and growth is nurtured: Company sponsored formal study, industry conferences and professional memberships, including up to $15,000 in formal study contributions
Be rewarded for doing the right thing: Rewards and recognition program
Access to personal financial advice: Opportunity to seek advice on your personal circumstances from our team of financial advisers.