Capstone Financial Planning

Finance · Australia · 11-50 Employees

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Overview

Headquarters

L 14/461 Bourke St, Melbourne, Victoria,...

Phone Number

+61 1300306900

Revenue

$5.9 Million

Industry

Finance Securities Trading Lending & Brokerage

About Capstone Financial Planning

Feel So Good Wealth Management provides financial advice tailored for motivated Australians aged 50 and above, focusing on lifestyle, goal setting, and happiness. The company aims to help clients achieve financial freedom and retire comfortably by offering clear, actionable roadmaps without unnecessary complexity. Their services prioritize aligning clients' goals and values with their desired lifestyle, encouraging them to enjoy life now rather than deferring happiness. With a commitment to improving financial literacy and providing a greater sense of purpose, they empower clients to take control of their financial futures.Explore more
Capstone Financial Planning's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Capstone Financial Planning Org Chart

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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capstone Financial Planni...

$5.9M
11-50
Private
-
2002
GO
Grant O'RileyManaging Director
$6.4M
11-50
Private
-
1986
SM
Sharon MitchellManager, Risk Insurance
<$5M
11-50
Private
-
2010
Illustration of an envelope

Capstone Financial Planning Tech Stack

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Frequently Asked Questions Regarding Capstone Financial Planning

What is Capstone Financial Planning's official website?
Capstone Financial Planning's official website is www.capstonefp.com.au
What is Capstone Financial Planning's Revenue?
Capstone Financial Planning's revenue is $5.9 Million
What is Capstone Financial Planning's SIC code?
Capstone Financial Planning's SIC: 62,628
What is Capstone Financial Planning's NAICS code?
Capstone Financial Planning's NAICS: 52,523
How many employees does Capstone Financial Planning have?
Capstone Financial Planning has 11-50 employees
What industry does Capstone Financial Planning belong to?
Capstone Financial Planning is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Capstone Financial Planning competition?
Capstone Financial Planning top competitors include: Garnaut Private Wealth, Wotherspoon Wealth
What technology does Capstone Financial Planning use?
Some of the popular technologies that Capstone Financial Planning uses are: WordPress.org, Cloudflare Website Optimization, Sentry, MailChimp
How do I contact Capstone Financial Planning?
Capstone Financial Planning contact info: Phone number: +61 1300306900 Website: www.capstonefp.com.au
What does Capstone Financial Planning do?

Feel So Good Wealth Management provides financial advice tailored for motivated Australians aged 50 and above, focusing on lifestyle, goal setting, and happiness. The company aims to help clients achieve financial freedom and retire comfortably by offering clear, actionable roadmaps without unnecessary complexity. Their services prioritize aligning... clients' goals and values with their desired lifestyle, encouraging them to enjoy life now rather than deferring happiness. With a commitment to improving financial literacy and providing a greater sense of purpose, they empower clients to take control of their financial futures.Read More

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

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