CP
Capital Partners Private Wealth Advisers
Conseil patrimonial holistique et gestion fiduciaire de confiance pour l’avenir financier des clients.
5(5 avis)
Financial Advisor
$$$$
Fondée en 1996
Conseil patrimonial holistique et gestion fiduciaire de confiance pour l’avenir financier des clients.
Capital Partners Private Wealth Advisers, à West Perth, proposent une planification financière holistique et une gestion fiduciaire de confiance pour les clients en quête de clarté et de confiance dans leur avenir financier. Les avis soulignent une approche holistique — allant des accords de divorce, testaments et superannuation jusqu’aux décisions immobilières — fournie avec des conseils clairs, professionnels et accessibles. Les conseillers de renom Kathryn et Michael Hayward sont salués pour leur intégrité, leur suivi et un service axé sur le client.
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Gestion complète de patrimoine couvrant les investissements, la retraite et les objectifs de vie avec des stratégies personnalisées.
Orientation spécialisée sur les détails financiers du divorce, garantissant des avenirs clairs et de la confiance.
Aide professionnelle à la gestion de la retraite et à la préparation du testament pour une planification successorale sécurisée.
Conseils adaptés sur les achats et les décisions immobilières en alignement avec vos objectifs financiers.
Planification structurée de la succession d'entreprise et personnelle pour assurer des transitions en douceur et la préservation de l'héritage.
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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