"Capstone’s extensive back office team provide the capability of delivering all services that are promised – across marketing, technology, compliance, revenue and so on. I have been part of the Capstone network since 2016 and I’m delighted with the services I receive. The team are extremely knowledgeable and are always happy to assist as needed. I recommend Capstone to any adviser seeking to ‘go out on their own’. They are a fabulous licensee!"

Strategic Retirement Solutions

"At a time of industry upheaval, the support of Capstone has been a godsend. Everything they promised they delivered. From the minute I began my onboarding process I knew I had picked the right licensee.

Capstone have by far the best Compliance team I have ever dealt with. Their approach is to work with you to achieve the best outcomes for your business. Unlike a number of other licensees, Capstone’s software offering integrates very well into our business.

I firmly believe that their Xplan solution has reduced our staffing needs and greatly increased our ability to deliver our compliance documents in a timely manner.

In addition, the Marketing Team provide collateral of the highest quality and the way it integrates with Xplan makes us look so much more professional.

Their broad product list allows you to offer your clients exactly what they need to meet their objectives. Cost-wise, they lead the market. If you are looking for a new licensee, you cannot beat the Capstone service offering".

Bronson Financial Services

"Capstone has been very supportive from the moment we came onboard. The team at Capstone have helped with Xplan data migration, creating workflows, marketing materials, compliance support and professional development including establishing goals and working on business plans for growth.

With Capstone’s support we have gained a great deal of insight into getting the foundations for our business right. The relationships we have established have been greatly beneficial. Capstone’s network of advisers are also very supportive and open to assist and share learnings, processes and business improvements.

We have been very happy with our decision to join Capstone and highly recommend the move".

Evans Edwards & Associates

"Business efficiency for me is the determinate of whether a small financial advice provider can stay competitive over the long term. Over the years, Capstone has focused on many innovative ways to help their advisers run their businesses. Their continued enhancements to their back office services including professional standards, Xplan, marketing and overall practice management adds more real value to the advice process than ever before.

My feeling is that Capstone is for advisers. It’s like a family of fellow practitioners all working collaboratively towards a common cause – better advice outcomes for every client. Ultimately, the decision to move to Capstone was easy".

Innovative Financial Services

"I can highly recommend Capstone for planners seeking a privately owned licensee that’s not in your face yet provides 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".

Nett Assets

"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. We as advisers exist to serve and add value for our clients; and you very much feel that Capstone exists to service you, your practice and ultimately your clients also.

As always, it depends on what you are looking for and your individual philosophy on life, business and advice, but I have no hesitation in recommending any professional, client focused, product agnostic adviser, who wants to control their own destiny but have a quality and professional business partner for the journey, to speak with Capstone and consider them as an AFSL".

IEC Financial Advisory

"Capstone Financial Planning should be at the top of your list for a Licensee. Grant and his amazing team have a down to earth and personalised approach to supporting practices".

Canyon Financial Planning

"Compliance support and feedback is crucial to our business. The Capstone team are always there to assist us in providing the best advice and best practice standards. Their input is always positive and constructive".

Willow 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 highly recommend Capstone".

Everalls Wealth Management