Capital Managers Pty Ltd is a well-established Western Australian financial planning practice that has been serving clients since 1989. With a highly professional and solution-focused approach, they offer innovative and flexible wealth accumulation and preservation strategies to help clients manage life’s inevitable changes. Their team of experienced financial planners provides personalised services with transparency, honesty, and integrity, ensuring that clients receive tailored advice to meet their financial goals and needs.
Capital Managers takes a comprehensive approach to financial planning, starting with an initial meeting to understand clients’ needs and goals. They conduct thorough research to develop tailored recommendations and strategies, which are presented in a detailed Statement of Advice. The business emphasizes regular reviews and updates to ensure that clients’ financial plans remain relevant and aligned with their evolving circumstances. With a focus on maximizing and protecting clients’ wealth, Capital Managers aims to provide exceptional service and value to business owners, executives, and high-performance professionals.
Through strategic acquisitions and a commitment to ongoing professional development, Capital Managers has evolved into one of Western Australia’s largest boutique financial planning practices. With a team of dedicated financial planners and support staff, the business prioritizes client satisfaction and long-term relationships. By upholding core values of responsibility, education, excellence, integrity, and respect, Capital Managers strives to deliver the best possible client experience and add real value to clients’ financial affairs.