Services

Financial Planning

Financial planning is a process which empowers you to achieve your financial objectives and gives you peace of mind regarding your financial circumstances. The development of tailored financial strategy to suit your individual needs can help you to manage your assets and plan a comfortable retirement. Our aim is to develop an ongoing relationship with you that will enable you to reach your financial objectives.

We can help you to draw up your own tailored Financial Plan. Having a plan helps you to map out how to get to where you want to be at some time in the future.

So, a financial plan is like a map which describes where you are now, takes account of your current situation and gives you a strategy to get to where you want to go. It is a comprehensive written document which articulates your financial goals.

While your plan is designed to help you to achieve your individual financial and lifestyle objectives, it also needs to be designed in a way that can help you prepare for the unexpected.

A good plan takes time to develop, and is reviewed from time to time as your situation changes.

We recognize that everyone’s financial situation is different so when we give you advice we take into account:

  • Your financial situation
  • Your personal situation
  • Where you are now
  • Where you want to be in the future
  • The level of risk that you are comfortable with
  • The investments that are appropriate for your circumstances

The preparation of this advice entails the development of a Financial Plan. This written plan is tailored specifically for you by our advisors and takes into account your individual circumstances.

The products that Capricorn Investment Partners is licensed to recommend in your financial strategy include:

  • Direct Equities (Shares)
  • Managed Funds
  • Fixed interest
  • International shares
  • Property
  • Business Planning
  • Income Tax planning
  • Retirement income planning
  • Eligible Termination Payments
  • Social Security Issues
  • Estate Planning
  • Superannuation including Self Managed Super Funds

Our investment recommendations are not influenced by commissions or through other alliances, so you can be assured that our advice is solely based on the analysis of your needs.

We are not affiliated with any major bank, fund manager or life insurer. Our excellent research ensures that your portfolio suits your needs whether it is set up for growth or for income.

Our administration systems track changes in your portfolio and you can view these transactions online.

In the development and implementation of a Financial Plan, we take you through the following process:

  1. Assessment of your financial planning needs
  2. Development of detailed financial plans
  3. Selection of assets and implementation of financial plans
  4. Portfolio management and administration
  5. Ongoing financial monitoring and portfolio review services

In the initial assessment of your financial planning needs we will ask you about your individual investment objectives and your financial situation. This information is important in determining an appropriate investment strategy for you.

Our advisors are well qualified to provide financial advice and they have a wealth of direct experience in financial markets.

Our advisors undergo ongoing professional development to ensure that our high level of professional expertise is maintained. Read more about our advisors.

Related links

Educational resources