Capital Partners are Western Australia’s largest independently owned and non-aligned financial advice firm.
Offered free of charge to Law Society of Western Australia members, Capital Partners will provide a Second Opinion Service.
To help ensure people are making really smart financial decisions we created our Second Opinion Service, to assist successful people to better capture the value created by their human capital. If you are uncertain about your current progress, your tax and asset protection structures, or the effectiveness of your current investment approach then it is worth having a conversation with us.
Our unique approach enables us to get to know you, your values, goals, priorities and preferences. Using this knowledge we will provide you with a document that assesses your current strategy against your personal benchmarks, and provides insight on alternative strategies that may be available.
Society members that engage with Capital Partners for ongoing services will receive a 10% discount on their upfront strategic advice fee*
*Excludes insurance premiums and investment fees.
Mobile: 0421 945 460 Direct: (08) 6163 6157