Capstone Financial Planning 14 Bellerine Street, Geelong, Victoria 3220

Welcome to Capstone Financial Planning, a privately owned Licensee located at Bellerine Street, Geelong in Australia. As an establishment specializing in finance, we are a point of interest for financial planners seeking a supportive and independent licensee.

Our clients have consistently praised us for our refreshing approach and commitment to helping them become the best version of their business. One planner commended us, saying, "I have been with Capstone for over three years and have found them refreshing to deal with. They help you become the best version of your business. I can wholeheartedly commend Capstone to any planner."

In a time of industry upheaval, we have been a godsend for many planners, delivering on our promises and providing unwavering support. Another testimonial states, "At a time of industry upheaval, the support of Capstone has been a godsend. Everything they promised they delivered. If you are looking for a new licensee, you cannot beat the Capstone service offering."

Our team, led by Grant, offers a down-to-earth and personalized approach to supporting practices. Another satisfied client recommends us, saying, "Capstone Financial Planning should be at the top of your list for a Licensee. Grant and his amazing team give a down to earth and personalized approach to supporting practices."

We take pride in having some of the highest quality individuals in our team, providing valuable insight and assistance to our clients. One planner expresses their satisfaction, stating, "Capstone have some of the highest quality individuals in their team, and it's a pleasure to benefit from their insight and assistance. We really can't recommend them enough to anyone considering a licensee."

For planners seeking to 'go out on their own,' we are a fabulous licensee, offering freedom from conflict and a flexible Approved Product List (APL). A happy client recommends us, saying, "I recommend Capstone to any adviser seeking to 'go out on their own.' They are a fabulous licensee!"

Our commitment to providing quality support services without being intrusive has made us a top choice for planners. We have allowed our clients to concentrate on providing their clients with a premium level of service. Another testimonial confirms this, stating, "With Capstone, I can operate my business free from conflict. They have no in-house products, a flexible APL, and an extensive list of SMA solutions. I recommend Capstone highly."

At Capstone, we genuinely care about our clients' success and are known for our exceptional service culture. Our team of genuinely good people is dedicated to our joint success in the long term. A satisfied client attests to this, saying, "The team at Capstone are all genuinely really good people. They are remarkable with their service culture. They really do care what you think, and they are genuine about our joint success into the longer term."

In addition to our outstanding service, we regularly engage with advisers and take their feedback seriously. This reassurance during times of change has made us a trusted and reliable licensee. Another testimonial highlights this, stating, "During times of change, it has been reassuring to be with a licensee that regularly engages with advisers and takes feedback seriously."

If you are a financial planner seeking an independent and supportive licensee, Capstone Financial Planning should be at the top of your list. Visit us at our Level 1, 607 Bourke St, Melbourne VIC, 3000 location or contact us at 1300 306 900 to discover the benefits of partnering with Capstone.