Capital Partners

Finance · Australia · 11-50 Employees

View Company Info for Free

Overview

Headquarters

22 Delhi St, West Perth, Western Austral...

Phone Number

+61 861636100

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Capital Partners

Capital Partners is an award-winning independent wealth advisory firm based in Perth, specializing in comprehensive wealth planning services tailored to individual client needs. They offer a range of services including retirement planning, estate planning, investment strategies, and tax planning, focusing on creating wealth mastery, security, and enjoyment for their clients. Their intended clients include busy executives, women in life transition, business owners, ambitious retirees, and high net-worth individuals seeking personalized financial advice. With a commitment to fiduciary excellence and a proven framework, Capital Partners aims to help clients achieve their financial goals while aligning their wealth with personal values.Explore more
Capital Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Capital Partners Org Chart

PhoneEmail
NB
Australia flag for contact location.

Financial Controller

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
NM
Australia flag for contact location.

Investment Coordinator & Associate Advisor

PhoneEmail
KC
Australia flag for contact location.

Principal

PhoneEmail
RS
Australia flag for contact location.

Principal. Wealth Adviser

PhoneEmail
SB
Australia flag for contact location.

Principal. Senior Wealth Adviser

PhoneEmail
LC
Australia flag for contact location.

Associate

PhoneEmail
LS
Australia flag for contact location.

Associate

PhoneEmail
AC
Australia flag for contact location.

Associate

PhoneEmail
GC
Australia flag for contact location.

Associate

PhoneEmail
AS
Australia flag for contact location.

Associate

PhoneEmail
HS
Australia flag for contact location.

Associate

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Capital Partners

Compare insights from companies similar to Capital Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Partners

<$5M
11-50
Private
-
1999
NB
Nicole BeechingFinancial Controller
<$5M
11-50
Private
-
2015
DA
Dean AgrestaDirector and Financial Planner
Illustration of an envelope

Capital Partners Tech Stack

A closer look at the technologies used by Capital Partners

Top Finance Companies

Frequently Asked Questions Regarding Capital Partners

What is Capital Partners's official website?
Capital Partners's official website is www.capital-partners.com.au
What is Capital Partners's Revenue?
Capital Partners's revenue is <$5 Million
What is Capital Partners's SIC code?
Capital Partners's SIC: 62,628
What is Capital Partners's NAICS code?
Capital Partners's NAICS: 52,523
How many employees does Capital Partners have?
Capital Partners has 11-50 employees
What industry does Capital Partners belong to?
Capital Partners is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Capital Partners competition?
Capital Partners top competitors include: Intergenerational Wealth, Strategic Financial Solutions
What technology does Capital Partners use?
Some of the popular technologies that Capital Partners uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Cloud Web Serving
How do I contact Capital Partners?
Capital Partners contact info: Phone number: +61 861636100 Website: www.capital-partners.com.au
What does Capital Partners do?

Capital Partners is an award-winning independent wealth advisory firm based in Perth, specializing in comprehensive wealth planning services tailored to individual client needs. They offer a range of services including retirement planning, estate planning, investment strategies, and tax planning, focusing on creating wealth mastery, security, and e... njoyment for their clients. Their intended clients include busy executives, women in life transition, business owners, ambitious retirees, and high net-worth individuals seeking personalized financial advice. With a commitment to fiduciary excellence and a proven framework, Capital Partners aims to help clients achieve their financial goals while aligning their wealth with personal values.Read More

What are Capital Partners social media links?
Capital Partners Linkedin page Capital Partners Twitter page Capital Partners Facebook page
Is Capital Partners a public company?
Capital Partners is private company therefore does not currently have an official ticker symbol
See more information about Capital Partners

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.