“Warwick and his team have been my financial planners for over fifteen years. During this time, I have always found them to be extremely professional, honest, abreast of current issues, products and services that may be suitable to me. Most importantly, they have been available to me whenever I need to call on them.
Their sensible advice assisted me greatly during periods of uncertainty and volatility. They take the time to listen and understand my needs. I feel is important given I am in my mid 60’s and am trying to protect my wealth for my retirement.
I feel my financial future is in competent, proactive and above all, an honest set of hands with
Warwick and his team.”
“My husband and I came to you to discuss our personal superannuation fund and to also discuss the options that were available for our future financial planning. We were very impressed with the personalised professional service and advice given to us, and how you have tailored this specifically to suit our situation and future needs. We felt very comfortable to put our finances in your care and for you to guide us in the right direction. You always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion. I look forward to our continued relationship with you.”
“I was fortunate in being introduced to Capstone about 10 years ago. Warwick became my financial adviser and the personalised service I have received and continue to enjoy from him and his team is remarkable. Warwick has always been very insightful with regards to my needs and what I want to achieve in terms of my lifestyle. His investment and financial advice has proved to deliver in challenging times. He continues the journey with me keeping my objectives in focus. With Capstone on my side, my personal and financial needs are taken care of for many years to come.”
“From our initial introduction to Capstone, we have been impressed with Warwick’s expert knowledge about the various aspects of Retirement Planning. Warwick and his team are constantly updating us on our investments and make us feel like we are their most important clients. We are careful about who we trust with our financial future. Warwick and the team at Capstone earned our trust and now we are confident about our future financial security.”
“Warwick has been our financial adviser for many years. He has consistently offered sound and appropriate financial advice. He always considers our circumstances and attitude towards risk. He is prepared to spend time discussing, explaining and exploring different opportunities for investment with us. His carefully considered strategies and his knowledge of the financial marketplace has resulted in establishing a broad based portfolio of investments for us”.
“My family’s financial plan changed when my husband died suddenly at the age of 48. Needless to say, I was deeply upset and overwhelmed. With two young teenagers at home I needed to know whether I would have the financial resources to cover our day-to-day living expenses, and pay for their education, not to mention save for my own retirement.
Warwick and his team listened carefully to all of my concerns, gathered all of the facts and walked me though every step. I felt he really understood everything I was feeling and going though and just wanted to help me in every way possible, including the administration of the estate duties. The financial plan that was developed addressed every aspect of our lives, including filling income gaps today and in retirement, my kids education, taxes and insurance needs.
Warwick’s complete understanding of my situation and his carefully considered strategies resulted in a plan that has given me peace of mind and confidence in a secure financial future. I now know I can afford my current lifestyle, pay to send my kids to school, and look forward to a good retirement ahead.”