Capstone Financial Services is a rural based privately owned financial services provider with offices across Victoria. Our mission is to deliver customised, relevant, timely, practical and personalised services in a caring and attentive manner that will assist you in achieving your financial objectives.
We specialise in taking our clients on a journey to secure their financial future, through our customised and detailed processes that allow us to uncover the important components in your life. By adopting a holistic approach, we closely examine your entire financial situation to ensure we consider all areas of your life.
We realise that each client has different financial priorities and that listening to your needs is one of the most important functions in our relationship with you. Education and understanding the financial jargon is equally imperative; we break down the complicated terms into simple language and confirm you have a complete understanding of the situation.
At Capstone Financial Services, we assist a variety of clients from individuals to families to businesses. Managing your financial resources is our role.
Capstone Financial Services Pty Ltd is a Corporate Authorised Representative (No. 305345) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.