CIPL comprises Capricorn Investment Partners in Rockhampton and The Pentad Group in Melbourne.
We operate a fee for service model. This helps to ensure that any investment advice we give you is in your best interest.
If you are seeking financial advice it is important to ask how the company is remunerated.
Our financial planners work in partnership with you to develop a financial strategy that meets your own individual needs. Our clients' needs are many and varied and we are able to assist clients to establish structures which, over time, maximise their assets.
We provide an internally delivered portfolio administration service for clients and self-managed super fund trustees, as well as access to external investment platforms; and for Centrelink clients we have a liaison service to ensure our clients always operate within Centrelink guidelines.
Since establishment, our investment approach has proven popular.
Where the development of a Financial Plan recommends investment in direct shares, transactions are completed in-house by our share buying service. Shares and other direct investments are selected by our experienced research team.
We pride ourselves on the level of personal service and the quality of that service. Our staff provide you with a very high level of personal attention and we are readily available to answer your questions.
If you would like an obligation free meeting with one of our advisors please contact us.