Your success is our focus
At Capstone Financial Planning, our mission is to provide exceptional support and resources to financial advisers and accountants, empowering them to grow their businesses and provide exceptional service to their clients. As a privately owned and operated organisation, we pride ourselves on our ability to offer tailored and flexible solutions to our national network of financial advisers and accountants.
We understand that every business is unique, and that's why we offer four levels of authorisation (called "tiers") to cater to your specific needs. Our in-house support services include professional standards (including compliance and research), marketing and communications, practice efficiency and coaching, ongoing extensive professional development and training, and tailored technology support. This comprehensive support structure enables our advisers to focus on what they do best - providing exceptional advice and service to their clients.
Our commitment to our clients is evident in our approach to business. We believe that a privately owned licensee is better positioned to provide genuine, unbiased advice, free from the conflicts of interest that can arise when owned by a bank, fund manager, or financial institution. This allows us to provide an unparalleled level of service, tailored to the unique needs of each business.
Our Services
At Capstone Financial Planning, we understand that financial advisers and accountants face unique challenges in today's competitive market. That's why we offer a comprehensive range of support services designed to help you grow your business and provide exceptional service to your clients. Our services include:
- Professional standards (including compliance and research)
- Marketing and communications
- Practice efficiency and coaching
- Ongoing extensive professional development and training
- Tailored technology support
Our four levels of authorisation allow you to choose the level of support that's best suited to your business and advice needs. As your business grows, you can easily move between tiers to access additional support and services.
Why Choose Us?
At Capstone Financial Planning, we understand the importance of personalised service and support. Our team is dedicated to providing tailored solutions to meet the unique needs of each business. We believe that our privately owned structure allows us to offer a more flexible and unbiased approach to financial advisory services.
Overall Experience
Capstone Financial Planning has consistently received high praise from its clients, with an average rating of 5 stars across multiple reviews. The dealer group has been commended for its excellent back-office services, knowledge, and responsiveness. Additionally, the team has been described as helpful, professional, and supportive, making it an ideal choice for financial planners and advisors seeking to establish their own practices.
Key Strengths
- Extensive back-office team providing comprehensive support across various services
- Extremely knowledgeable and helpful staff
- Sensible compliance and product rules allowing flexibility in meeting clients' needs
- Positive quality, value, and professionalism
- Responsive and supportive team
- Personalized approach to supporting practices
Concerns
The only negative review highlights a bad experience with interest-only investment loan, where the customer felt bullied into using their home as security and suffered a significant reduction in net worth (70%).
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