Capital Partners Private Wealth Advisers

We celebrated in Brisbane last night on a balmy evening as Capital Partners Private Wealth Advisers was named the Financial Advice Association Australia (FAAA) Professional Practice of the Year! This prestigious recognition, particularly meaningful as we celebrate our 25th anniversary, reflects the dedication of our outstanding team and our unwavering commitment to our clients. We are also proud to share this recognition with our friends. A heartfelt congratulations to the other finalists, Alman Partners True Wealth and WARR HUNT for their exceptional work and continued commitment to raising the standard of financial advice in Australia. Together, we are shaping the future of financial advice. We are grateful for this honour and excited to continue delivering exceptional service for years to come. #PowerUp24 #FAAACongress24 #faaaawards24

Meet Luke Symonds, a promising talent in the financial services industry! Luke is currently completing his Professional Year with the guidance of Damon Sugden. He is training to become an adviser through a year of supervised work and training. He joined our team in May 2023, bringing with him a robust nine-year background in financial services and is currently pursuing his Graduate Diploma in Financial Planning. We look forward to supporting Luke on his journey to becoming an adviser.

It's never too soon to begin envisioning what your retirement could look like. Our team is dedicated to understanding you and your future plans. Begin your journey today by crafting a comprehensive plan for this exciting new phase of your life. Contact our team for personalised support and advice. https://hubs.ly/Q02V2TNL0

Are you looking for a new podcast to listen to on your drive to work? Check out the purposeful investor podcast, where Aden Wilkins and David Andrew discuss wealth management, investing, the history of Capital Partners, and answering listener questions. Click the link to listen now. https://hubs.ly/Q02V2TJX0

Are you comfortable making sound decisions for your financial future? If you've been struggling to find financial advice you trust, our mission is to establish and nurture relationships with our clients. We are committed to understanding your aspirations to guide sound decision-making; we extend our advice beyond just yourself; we're here to guide your decisions for your family's future. Visit our website to discuss your financial future. https://hubs.ly/Q02VfFKW0

Reminiscing on a beautiful evening celebrating 25 years of Capital Partners. It was a night filled with shared memories, heartfelt conversations, and a collective vision for a promising future.

We are excited to announce that our Founder, David Andrew has been named one of Barron's Top 150 Financial Advisers in Australia. This notable list recognises industry leaders who excel in their field, based on a rigorous application process and a national survey evaluating the quality of their practice and the fees they generate. This accolade is a testament to David's unwavering dedication and commitment to the industry, congratulations David. Barron's Advisor

Start planning for your future today and get your money working for you. We work closely with our clients to ensure their goals are well-defined, realistically attainable and aligned with their broader objectives to ensure their futures are planned for. Meet with our team to learn how to plan for your goals https://hubs.ly/Q02VfFxR0

The Capital Partners Private Wealth Advisers Financial Planning Scholarship for Curtin University students is back in 2025, and applications will be accepted from mid-January. If you know a Curtin University financial planning student who has completed the first year of their course, please encourage them to apply - more information is provided below: https://lnkd.in/gV9iBPEK

Feeling stuck in the entitlement trap? Listen to our latest podcast episode where we dive into developing a stewardship mindset through storytelling and family values to avoid the entitlement trap. Aden and David were joined by wealth advisers John Ryan and Milena Konig to share their experiences breaking this trap. Click the link to listen now https://hubs.ly/Q02Yj8l80