What Capital Managers does

Capital Managers Pty Ltd is a Western Australian financial planning and wealth management advisory firm headquartered in West Perth, founded in 1989 and operating as a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd under AFSL and ACL No. 236523. The firm serves individual clients and families across Australia, plus a small number of enterprise clients, through five core advisory services: Retirement Planning, Personal Superannuation, Insurance, Investment Philosophy, and Estate Planning. Delivery is conducted by a three-adviser team, each with a minimum of 15 years of fully qualified experience, supported by hands-on client service staff.

Revenue is generated through fee-based professional services across an initial complimentary Discovery Meeting, fee-disclosed advice documented in a Statement of Advice, implementation, and ongoing Management and Review typically arranged on a 12-month cycle. Go-to-market is relationship-driven and referral-led, supported by a professional website and direct advisory consultations delivered face-to-face, online, or by phone. The firm has no proprietary software platform, no disclosed AI or automation capabilities, and no funding rounds or M&A activity; its core technology footprint consists of a third-party client portal (platformplus.com.au). Capital Managers has operated continuously for 36+ years under the leadership of Managing Director Amanda Doyle, with advisers Brendan King and Josh, and maintains compliance with the Australian Privacy Principles, AML/CTF Act 2006, and Corporations Act 2001.

Name

Capital Managers

Legal name

Capital Managers Pty Ltd

Website

https://capitalmanagers.com.au

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

1–10 employees

Short description

Capital Managers Pty Ltd is a Western Australian financial planning firm, founded in 1989, that delivers fee-based retirement, superannuation, insurance, investment, and estate planning advice to individuals, families, and select enterprise clients across Australia.

Ownership category

akta.pro rank

Product category

Financial Planning Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industry

Discretionary Portfolio Management (Retail) (FSAAAAAH)

Keywords

• Financial planning services
• Retirement planning advice
• Wealth management advisory
• Superannuation consulting
• Estate planning services

Headquarters

HQ city

Perth

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Financial Planning Advisory Services: Fee-based financial planning and wealth management advisory services. Initial Discovery Meeting is complimentary. Professional advice fees are disclosed during Discovery and require client approval before proceeding to Statement of Advice stage. Ongoing management and review services provided on agreed timetable.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Capital Managers provides fee-based financial planning and wealth management advisory services to individuals, families, and select groups across Australia. Its core offerings are five service lines — Retirement Planning, Personal Superannuation, Insurance, Investment Philosophy, and Estate Planning — delivered through a structured six-stage advisory process from initial Discovery through ongoing Management and Review.

Product overview

Capital Managers offers a unified financial planning service portfolio consisting of five core advisory services: Retirement Planning, Personal Superannuation, Insurance, Investment Philosophy, and Estate Planning. Delivered through a structured six-stage advisory methodology (Discovery, Analysis, Statement of Advice, Presentation, Implementation, and Management & Review), the firm provides personalized wealth accumulation and preservation strategies. The firm operates as a traditional financial planning practice without a software platform or digital product component.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Financial planning service focused on helping clients prepare for retirement, including strategies for wealth accumulation and income planning in retirement. Targets individuals and families concerned about retirement readiness.
• Personal Superannuation Superannuation management service helping clients ensure their retirement savings are working effectively through optimization of superannuation accounts and strategies. Targets individuals whose superannuation may not be performing optimally.
• Insurance Personal risk insurance advisory services to protect clients' wealth and financial security against unexpected events, including assistance with claims. Targets individuals and families seeking to safeguard accumulated wealth.
• Investment Philosophy Investment advisory service that assesses market variables and incorporates them into customized financial plans for clients. Targets investors seeking structured guidance in navigating market uncertainty.
• Estate Planning Estate planning service involving structuring of financial assets to ensure tax-effective distribution to beneficiaries upon death, while minimizing the risk of disputes. Targets individuals concerned with wealth transfer and estate outcomes.
• Financial Planning Advisory Comprehensive financial planning methodology encompassing Discovery, Analysis, Statement of Advice, Presentation, Implementation, and Management & Review services. The overarching advisory framework under which all five core service lines are delivered.

Named customers4 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Infocus Securities Australia Pty LtdcoreStrategic or Co-development PartnerCapital Managers Pty Ltd ABN 53 123 972 118 operates as a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523. This partnership provides the regulatory licensing framework under which Capital Managers delivers financial services.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Stanford Brown: Australian private wealth advisory firm providing financial planning, investment management and estate planning services to HNW clients. Similar comprehensive service portfolio and ongoing-review advisory model.
• Shadforth Financial Group: Australian financial planning and wealth management practice offering retirement, superannuation, investment and estate planning advice to individuals and families. Directly comparable to Capital Managers as a multi-adviser advisory firm serving retail/HNW clients with fee-based ongoing review services.
• Forsythes Wealth: Independent Australian financial planning firm delivering holistic wealth management, retirement, superannuation and insurance advice. Closely comparable mid-sized practice model with relationship-driven, fee-based advisory and ongoing review cycles.
• Hewison Private Wealth: Boutique Australian private wealth advisory offering tailored financial planning, investment and retirement advice to HNW individuals and families. Comparable in scale, structure and service mix to Capital Managers.

Broad incumbents

• BT Financial Group (Westpac): Wealth management division of Westpac providing financial advice, superannuation and investment solutions to retail and HNW clients. Comparable service suite but with much broader distribution and institutional backing.
• Ord Minnett: Australian private wealth and stockbroking firm offering financial planning, investment advice and portfolio management to HNW clients. Comparable in client segment (HNW individuals and families) but larger and more institutionally structured.
• Macquarie Wealth Management: Major Australian wealth manager offering financial advice, superannuation, investment and platform services. Comparable product/service breadth but operates at institutional scale with proprietary platforms.
• AMP Advice: One of Australia's largest financial advice networks, providing comprehensive financial planning, superannuation and investment advice through aligned advisers. Overlaps materially with Capital Managers' service offering but operates at vastly greater scale.
• Charter Financial Planning (Insignia Financial): Large-scale Australian financial advice dealer group operating under the Insignia Financial (formerly IOOF) umbrella. Offers the same retirement, superannuation, investment and insurance planning services as Capital Managers, but at significantly greater scale and through a network model.

Others

• Infocus Securities Australia: AFSL holder and corporate authorised representative partner of Capital Managers. Functions as an enabling/licensing counterpart rather than direct competitor, but its broader adviser network provides a structural reference point for the firm's go-to-market model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Capital Managers