Capital is a wealth advisory business unlike any other. We like it that way.
First of all we are truly a boutique business – we are not a mass market firm but provide a unique service focused on resolving the challenges faced by busy entrepreneurs and senior executives to allow them to get on with doing what they do best.
At Capital, our purpose is to make a difference. This is what inspires us, what gets us out of bed in the morning and what provides the focus that energises and drives our people and our business forward. It is the soul of our business and what shapes our culture.
We firmly believe that the work we do on behalf of our clients changes lives for the better. When done well, real financial planning can enhance and enrich the life experiences of the families we work with. We hold a privileged position within the lives of our clients and we are fiercely passionate in protecting their interests.
“Top 100” New Model Adviser since 2013
“Top 25 Financial Planning Companies” since 2013
2015 CII Chartered status
“Small Adviser of the Year” Money Marketing Financial Services Award since 2013