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Capstone Financial Planning
15 Armstrong Street South, Ballarat Central, Victoria, Australia
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About Capstone Financial Planning
Welcome to Capstone Financial Planning, a leading institution located in Ballarat Central, Australia. As a privately owned licensee, we offer a complete range of back office support services to help you grow your business. Our focus is on your success, which is why we provide a range of support services usually only found in large institutionally-owned licensees.
At Capstone, we understand the challenges faced by financial advisers and accountants, which is why we offer highly personalized services tailored to your business and advice needs. We offer four levels of authorisation, allowing you to choose the level of support that best suits your business. And as your business grows, you can easily access additional support and services and move between tiers to scale our services to your needs.
We pride ourselves on providing access to a unique national support structure. Our in-house support services include compliance, marketing and communications, practice efficiency, business coaching, and skills development. We also offer access to quality research from leading provider Lonsec, as well as a comprehensive induction and ongoing professional development program.
With Capstone, you'll have access to a team of paraplanning professionals who can assist you with the preparation of high-quality customized advice documents. We also support the popular Xplan system, with our own in-house help desk providing technical support and assistance.
But don't just take our word for it. Our clients have spoken highly of our services, commending us for helping them become the best version of their business and providing a down-to-earth and personalized approach to supporting practices. They have praised our can-do attitude, genuine care for their success, and willingness to listen and take feedback seriously.
If you're looking for a privately owned licensee that offers comprehensive support services and a focus on your success, Capstone Financial Planning should be at the top of your list. Contact us today at Level 1, 607 Bourke St, Melbourne VIC, 3000 or call us at 1300 306 900 to discover the benefits of choosing Capstone as your financial planning institution.
15 Armstrong St S, Ballarat Central VIC 3350, Australia
Opening hours of Capstone Financial Planning
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Capstone Financial Planning
"Good customer service"
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