Why Capstone

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We offer support services to help you
grow your business

We understand the challenges faced by financial advisers and accountants, which is why we deliver a highly personalised service with tailored support according to your business and advice needs.

Our various authorisation tiers are coupled with a full range of in house support services to help you
grow your business.

If the ability to offer your clients holistic financial advice is important to you, choosing a licensee who is privately owned simply makes sense.

Our Value Proposition

100% privately owned

No product ownership, incentives or bias

Full services model with four pillars of support

Highly competitive fees and charges

Quality professional indemnity coverage

Strong technology focus

Over 22 years longevity

Professional brand

Five things to consider before joining a licensee

1. Support throughout your business lifecycle with a transparent, sustainable model and personalised coaching.

2. Leading-edge technology.

3. Relationship focused risk and compliance processes to protect your business and limit your risk.

4. Marketing and communications support to help you grow your business and maintain strong client relationships.

5. An experienced team who can provide the support you need when you need it.

We help financial
advisors Australia wide with

Don't take our word for it

“Everything they promised they delivered. If you are looking for a new licensee you cannot beat the Capstone service offering”.
Paul Bronson
Bronson Financial Services
“I recommend Capstone to any adviser seeking to 'go out on their own'. They are a fabulous licensee!”
Helen Stevenson
Strategic Retirement Solutions
“Capstone is for advisers, like a family of fellow practitioners all working towards better advice outcomes for every client”.
Michael Tadros
Innovative Financial Services
“Capstone was supportive from the moment we came onboard. We gained great insight into getting our business foundations right”.
Vicky Gilroy
Evan Edwards & Associates
“Capstone are remarkable with their service culture, they care what you think and are genuine about joint success into the long term”.
Joel Bones
IEC Financial Advisory
“I recommend Capstone for planners seeking a privately owned licensee that’s not in your face yet provides quality support services.”
Jeanette Schram
Nett Assets
“Grant and his amazing team have a down to earth and personalised approach to supporting practices”.
Jason Dudenas
Canyon Financial Planning

Learn more about Capstone

Our Location
Level 1, 607 Bourke St, 

Melbourne VIC 3000
Copyright © 2024. Capstone Financial Planning Pty Ltd. All rights reserved.
ABN 24 093 733 969. Australian Financial Services Licence No. 223135.