Capital Focused Pty Ltd is a Brisbane-based private wealth management firm established in 2011. With a focus on growing, preserving, and enjoying capital, the company maintains successful long-term relationships with clients across Australia and internationally. They pride themselves on providing candid and upfront advice, making decisions rather than presenting options, and offering VIP treatment with meticulous attention to detail.
As family wealth specialists, Capital Focused emphasizes the importance of not only growing and preserving capital but also considering the broader aspects of life such as time, health, and mindset to truly enjoy one’s wealth. Their modern approach to service delivery incorporates technology while upholding old-school values, ensuring a premium and exclusive experience for their private wealth clients. The firm’s commitment to excellence is reflected in their annual review process, which aims to set clear expectations and maintain a sustainable and successful partnership with clients.
Recognized for their exceptional advice and commitment to clients, Capital Focused has been the recipient and finalist of multiple Lonsdale awards, including Practice of the Year and Financial Insurance Advisers of the Year. Beyond their professional accolades, the company actively engages in community events and supports various charitable causes, demonstrating a dedication to giving back and making a positive impact beyond their financial services.