You told us there is a real need for a reputable service provider who will develop the best financial strategy for you. We have therefore built a business whose success relies on you coming back for excellent advice and service, and not from commissions earned from selling you investment products.

What can we help you with?

We offer a comprehensive financial planning service with a commitment to providing excellent advice and ongoing service. We can help with all personal financial matters and small business planning.

Am I getting advice that is right for me?

Our fee for service philosophy means that we are not influenced by commissions or through other alliances, yet we have excellent research and administration systems.

Am I being looked after by an experienced professional?

Your advisor is well qualified to provide financial advice and has a wealth of direct experience in financial markets. This experience means that you will gain financial insights and investment benefits that others cannot give you.

How will I be charged?

Our fee quotes include all advisor, administrative and set-up costs that you are likely to incur. The only exceptions are stamp duty on certain asset purchases and specialist consulting services. Your adviser can show you how our fee structure can lower the overall cost of investing.

Are the fees competitive?

Your advisor can demonstrate to you why our fee structure gives you a lower total cost of managing your investment.

Will I receive quality advice?

We have direct access to sophisticated research and expertise from major fund managers and stockbrokers, giving you "big city" advice and local service. If you're already a client at Capricorn Investment Partners Limited then you can access the Portfolio Administration System online to view your current portfolio! If you have not been set up to access your account then telephone us on 07 4920 4600 or email enquiries@capinvest.com.au

Please read our Financial Services Guide for more information about how we look after you.

What's new

Capricorn Investment Partners Limited supports Pink Ribbon fundraising.