With over 40 years of collective insurance and financial planning experience, Capital Financial Planning provides its clients with a specialised system for building and maintaining the wealth they need to sustain their ideal lifestyle today and into the future.   

Based in South Perth, we provide services to a range of clients Australia-wide. With access to a broad network within the insurance and financial services industries, we offer a range of products and advice covering personal insurance, mortgages, financial planning and superannuation. We start by making sure that your wealth is properly covered today and then look at building that wealth for tomorrow. At Capital Financial Planning, we can cater for all your personal insurance and financial needs.

Unlike many financial planners, we are not tied to any specific fund or organisation. We are not obligated to convince you of the merits of a specific fund or its products. We can offer you a range of options and funds to choose from, so you can pick the one that best suits you.    

Capital Financial Planning has its own Australian Financial Services Licence, which means we meet the rigorous standards set by the Australian Securities & Investment Commission. Our services and business practices have been designed with the sole purpose of looking after our clients and providing the best advice.

Our team has the right mix of skills, hands on experience and industry knowledge to offer our clients a professional, guaranteed service. We understand that our clients lead busy lives and they don’t always have the time to monitor their financial affairs. We provide them with the right solutions, at the right time, so they can make the most of the financial opportunities on offer with minimum fuss.