What Capital Partners does

Capital Partners Consulting Pty Ltd is an Australian private wealth management firm founded in 1999 in Perth, Western Australia, operating under AFSL 227148 with ASIC. The firm delivers fee-for-service comprehensive wealth advisory to high-net-worth individuals (investable assets of $1.5M+) and four defined persona segments: busy executives and professionals, women in life transition, business owners, and ambitious retirees. Its core offerings span Wealth Planning, Retirement Planning, Estate Planning, Investment Strategies, and Tax Planning, organized around a proprietary True Prosperity Framework and a Wealth Map Experience planning process. The firm holds CEFEX certification as an independent fiduciary (the only such firm in Western Australia) and is the only Australian practice to have won the FAAA Professional Practice of the Year three times (2017, 2019, 2024).

The firm's underlying technology is largely methodological rather than software-based: an evidence-based, systematic investment philosophy drawing on academic asset-class research, delivered through a team of over 50 advisers and supported by the Individually Managed Account Service (IMAS) administered via Macquarie Wrap. Pricing is hybrid — flat annual fees of $3,000–$25,000+ or AUM-based fees of 0.5%–1.1% — with no product commissions. Distribution is enterprise field sales via face-to-face advisory, supplemented by professional referral networks (accountants, lawyers) and a content-led demand-generation engine spanning blogs, podcasts (three branded series), webinars, and video.

Ownership has transitioned across three employee generations, with Generation 2 shareholders taking equity in 2018 and Generation 3 in 2024, supported by a Pathway to Principal Scheme. Founder David Andrew established the firm; Chris King (who merged Affiniti Financial Consultants into the firm in 2003) remains as Chairman and mentor after retiring in 2021. Charmaine Lamprecht was appointed Managing Director in 2025. Assets under management grew from $250M in 2006 to $2B in 2024, with the firm operating exclusively in the Australian market.

Name

Capital Partners

Legal name

Capital Partners Consulting Pty Ltd

Website

https://capital-partners.com.au

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Capital Partners is a Perth-based, fee-for-service private wealth management firm serving Australian high-net-worth individuals ($1.5M+ assets) across wealth, retirement, estate, investment, and tax planning, operating under a CEFEX-certified fiduciary model with $2B AUM as of 2024.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Vehicles (525990)

SIC

Investment Advice (6282)

akta.pro primary industry

Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit) (FSAAABAI)

Keywords

• Private wealth management
• Financial planning services
• Investment advisory
• Retirement planning
• Estate planning

Headquarters

HQ city

West Richland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Strategic Advice Fees: Initial engagement fee plus ongoing monthly retainer for comprehensive financial planning and advisory services. This is a fee-for-service model with no product commissions.
2. Asset Management Fees: Percentage-based fees charged on assets under management (AUM). Typical industry range is 0.5%-1.1% of portfolio value.
3. Flat Annual Fees: Flat annual subscription fees ranging from $3,000 to $25,000+ depending on complexity of advisory needs, as an alternative to percentage-based AUM fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Capital Partners provides comprehensive private wealth management and financial planning services to high-net-worth individuals, including wealth planning, retirement planning, estate planning, tax planning, and evidence-based investment management. Services are delivered through the firm's proprietary True Prosperity Framework and Wealth Map Experience methodology, supported by an Individually Managed Account Service operated via Macquarie Wrap. The firm charges flat annual fees or percentage-based AUM fees with no product commissions.

Product overview

Capital Partners is a comprehensive private wealth management advisory firm offering a unified platform of integrated financial services. The core offering consists of five primary advisory services: Wealth Planning, Retirement Planning, Estate Planning, Investment Strategies, and Tax Planning, all delivered through their proprietary True Prosperity Framework. The firm also operates the Individually Managed Account Service (IMAS) platform via Macquarie Wrap for direct portfolio management, and supports clients through their Wealth Map Experience planning process. Target segments include busy executives, business owners, women in life transition, and ambitious retirees, with specialized services for high net-worth individuals ($1.5M+).

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Planning Comprehensive private wealth planning services for individuals, including financial modelling, cashflow analysis, tax planning, superannuation planning, structuring, debt management, and insurance advisory. Delivered to clients seeking personalized financial advice in Perth and broader Australia.
• Retirement Planning Retirement planning services that help clients balance immediate needs with long-term goals, covering superannuation, investments, and retirement income strategies. Targeted at individuals approaching or in retirement.
• Estate Planning Legacy and estate planning services including wills, testamentary trusts, estate structuring, charitable giving, and intergenerational wealth transfer. For clients seeking to structure wealth transfer across generations.
• Investment Strategies Evidence-based investment management using academic research and Nobel Prize methodologies (asset-class investing inspired by Fama/French), focused on systematic, risk-managed, tax-effective investment portfolios. Includes sustainable (ESG) investment options.
• Tax Planning Expert tax planning and tax-saving strategies including superannuation contributions, negative gearing, capital gains tax management, trusts, and expense management to minimize tax liabilities for individual clients.
• Private Wealth Management for High Net-Worth Individuals Specialized wealth management for individuals with investable wealth exceeding $1.5 million, including strategic planning, tax-efficient structuring, succession planning, and coordination with the client's professional advisers.
• Individually Managed Account Service (IMAS) A platform service enabling professional advisory firm management of client investments with limited discretion, provided via the Macquarie Wrap platform for efficient portfolio management, rebalancing, trading, custody, consolidated tax reporting, and online account access.

Quantifiable outcome

• Three-time FAAA Professional Practice of the Year (2017, 2019, 2024)
• +2 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Ord Minnett: Australian full-service private wealth and stockbroking firm offering wealth management, portfolio advice, and superannuation to HNW clients. Directly comparable to Capital Partners in target market (HNW individuals), fee model, and integrated advice + investment execution offering, though larger and nationally distributed.
• Shaw and Partners: Australian independent wealth management and investment advisory firm with a strong HNW and adviser-led model. Comparable to Capital Partners in fee-for-service positioning, adviser-led client engagement, and focus on HNW segments across Australia.
• Morgans Financial: Australian wealth advisory, stockbroking, and portfolio management firm serving HNW retail and wholesale clients. Similar to Capital Partners in offering integrated wealth advice and investment execution, with comparable AUM scale and adviser-led delivery model.
• Sequoia Financial Group: ASX-listed Australian financial advice and wealth management business. Directly comparable as a multi-adviser wealth platform with similar HNW target market, professional licensing requirements, and reliance on adviser productivity to drive AUM growth.
• E&P Financial Group: Australian wealth advisory firm (formerly Evans Dixon) providing holistic financial advice, investment management, and stockbroking to HNW clients. Comparable in target market, integrated advice offering, and adviser-led service model, though with broader institutional and corporate finance exposure.
• Clime Investment Management: Australian boutique wealth management and investment firm with a focus on quality equities and HNW advice. Comparable to Capital Partners in boutique positioning, evidence-based investment philosophy, and adviser-led HNW client engagement.
• Hewison Private Wealth: Australian privately-owned independent wealth advisory firm serving HNW individuals with fee-for-service advice, portfolio management, and retirement planning. Comparable to Capital Partners in boutique scale, independent ownership, fee-only model, and HNW client focus.

Broad incumbents

• Insignia Financial (formerly IOOF): Large ASX-listed Australian wealth management platform spanning advice, superannuation, and administration. Comparable in serving HNW clients with holistic financial advice, but operates at much greater scale with platform, super, and administration businesses beyond Capital Partners' focused advisory model.
• AMP Limited: One of Australia's largest wealth managers and advice networks, offering financial advice, superannuation, banking, and investment platforms. Comparable in the wealth advice and HNW segment but operates at vastly greater scale with diversified product and platform businesses rather than Capital Partners' pure advisory focus.

Others

• Macquarie Wrap (as platform peer): Macquarie Investment Management Limited provides the Wrap platform on which Capital Partners delivers its IMAS offering. Included as an ecosystem peer — Capital Partners is both a customer of and value-add distribution layer on Macquarie Wrap, with platform economics directly impacting Capital Partners' delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@PurposefulInvestor
• Xx.com/cap_partners
• Facebookfacebook.com/CapitalPartnersPWA

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments3 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Capital Partners