CP
Capital Partners Private Wealth Advisers
Ganzheitliche Vermögensberatung und vertrauensvolle Begleitung für die finanzielle Zukunft der Kunden.
5(5 Bewertungen)
Finanzberater
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Gegr. 1996
Ganzheitliche Vermögensberatung und vertrauensvolle Begleitung für die finanzielle Zukunft der Kunden.
Capital Partners Private Wealth Advisers in West Perth bietet ganzheitliche Finanzplanung und vertrauensvolle Begleitung für Kunden, die Klarheit und Zuversicht in ihren finanziellen Zukunftsaussichten suchen. Kundenbewertungen vermerken einen ganzheitlichen Ansatz — von Scheidungsvereinbarungen, Testamenten und Superannuation bis hin zu Immobilienentscheidungen —, der mit klarer, professioneller und zugänglicher Beratung umgesetzt wird. Die renommierten Berater Kathryn und Michael Hayward werden für Integrität, Verlässlichkeit und kundenorientierten Service gelobt.
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Umfassendes Vermögensmanagement, das Investitionen, Ruhestand und Lebensziele abdeckt, mit individuellen Strategien.
Fachkundige Begleitung durch die finanziellen Aspekte einer Scheidung, um klare Zukunftsaussichten und Sicherheit zu gewährleisten.
Professionelle Unterstützung bei Ruhestandsvorsorge und Testamentserstellung für eine sichere Nachlassplanung.
Individuelle Beratung zu Immobilienkäufen und -entscheidungen, um Ihre finanziellen Ziele zu erreichen.
Strukturierte Planung der Unternehmens- und familiären Nachfolge, um reibungslose Übergänge und den Erhalt des Vermächtnisses zu gewährleisten.
Michael Hayward at Capital Partners has been fantastic to deal with. He explains everything clearly and in a way that’s easy to understand, making the whole process smooth and stress-free. Professional, approachable, and always willing to help – highly recommend!
My dealings with Capital Partners have and are excellent, from prompt communication, expert opinions on financial matters or dealing with succession planning. Nothing is deemed too much trouble and I have no hesitation in highly recommending this Firm.
can’t speak highly enough about Capital Partners Private Wealth Advisors. From the moment you engage with them, it’s clear that their values are deeply aligned across every aspect of their business—from their mission statement to the way they treat their team and their clients. They embody professionalism and integrity in every interaction. What truly sets them apart is that they do exactly what they say they’re going to do. It’s rare to find that level of follow-through and accountability in financial services. Most importantly, they offer a genuine sense of trusted stewardship over your financial life and future. Working with them, I’ve felt confident and cared for, knowing my goals are in capable, principled hands. If you’re looking for a firm that puts your interests first and leads with values, Capital Partners is second to none.
I have been with Capital Partners for over 20 years. Over that time I have considered David, Steven and Aden as trusted advisors and friends. Their professionalism and advice is exceptional and I have every confidence in them. I have highly recommended Capital Partners to several friends who have also been thoroughly satisfied.
Capital Partners helped me through the financial details of my divorce and settlement. I came out of it with a very clear view of my financial future and with a great deal more confidence than before they became involved. They have a "holistic" approach to their clients, which was perfect for my needs at the time...seeing me through not only my financial future, but sorting my Will and superannuation, but also discussing future realestate purchases and decisions. My meetings with Kathryn now are informative, helpful, clear and enjoyable. The confidence I get from the knowledge she imparts and the discussions we have are invaluable to me.
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