Capital Partners Private Wealth Advisers - West Perth, Western Australia

Address: Ground Floor/22 Delhi St, West Perth WA 6005, Australia.
Phone: 861636100.
Website: capital-partners.com.au
Specialties: Financial consultant, Estate planning attorney, Income protection insurance agency, Investment service.
Other points of interest: Onsite services, Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Capital Partners Private Wealth Advisers

Capital Partners Private Wealth Advisers Ground Floor/22 Delhi St, West Perth WA 6005, Australia

⏰ Open Hours of Capital Partners Private Wealth Advisers

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Capital Partners Private Wealth Advisers: Un servicio de asesoramiento financiero de alta calidad

Capital Partners Private Wealth Advisers es una empresa de asesoramiento financiero que ofrece servicios de alta calidad a sus clientes en West Perth, Australia. La empresa se encuentra ubicada en Address: Ground Floor/22 Delhi St, West Perth WA 6005, Australia., lo que la hace accesible para aquellos que buscan asesoramiento financiero en la zona.

Características y especialidades

Capital Partners Private Wealth Advisers ofrece una variedad de servicios, incluyendo:

Asesoramiento financiero

Planificación de patrimonio

Agencia de seguro de protección del ingreso

Servicio de inversión

La empresa cuenta con un equipo de expertos en el campo del asesoramiento financiero, liderado por personas como Steven y Callum, que ofrecen asesoramiento claro y completo. Los clientes han mencionado la importancia de la comunicación efectiva y la capacidad de los asesores para abordar sus necesidades y objetivos financieros.

Ubicación y facilidades

La empresa se encuentra ubicada en un lugar accesible, con online appointments y on-site services disponibles. La fachada del edificio es wheelchair accessible, lo que la hace accesible para personas con discapacidad. Además, el edificio cuenta con un wheelchair accessible parking lot y un wheelchair accessible restroom.

Opiniones y recomendaciones

Los clientes de Capital Partners Private Wealth Advisers han destacado la importancia de la comunicación y la atención personalizada que ofrecen los asesores. Ellos han mencionado que el equipo es invaluable y que se sienten cómodos conociendo que sus asesores están cuidando sus intereses financieros.

Si estás buscando un servicio de asesoramiento financiero de alta calidad, Capital Partners Private Wealth Advisers es una excelente opción. Con su equipo de expertos y servicios personalizados, pueden ayudarte a alcanzar tus objetivos financieros y asegurarte de que estás tomando las mejores decisiones para tu patrimonio.

Contacta con nosotros

Para obtener más información o programar una cita con Capital Partners Private Wealth Advisers, visita su página web en capital-partners.com.au o llama al 861636100. No dudes en contactarlos para obtener asesoramiento financiero personalizado y asegurarte de que estás tomando las mejores decisiones para tu patrimonio.

👍 Reviews of Capital Partners Private Wealth Advisers

Capital Partners Private Wealth Advisers - West Perth, Western Australia
Holly S.
5/5

I always enjoy our meetings with Steven and Callum. They are clear and comprehensive and we cover a lot of ground as well as having great discussions. Moving to Capital Partners was the best thing we did on retirement.

Capital Partners Private Wealth Advisers - West Perth, Western Australia
Glenda M.
5/5

Kathryn’s ability to convey investment decisions in simple “speak” along with her warmth, empathy and understanding of my needs has been invaluable. I take enormous comfort knowing that Kathryn and her team are handling my affairs

Capital Partners Private Wealth Advisers - West Perth, Western Australia
Adrian L.
5/5

I made a change to Capital Partners from my previous financial adviser some twelve years ago whilst still working and they have been looking after my retirement investment now for the past seven years. Very happy with their performance.

Capital Partners Private Wealth Advisers - West Perth, Western Australia
Ken H.
5/5

Great team lead by Damon. Pleased with financials but empathy and trust the biggest benefits of being with Capital Partners.

Capital Partners Private Wealth Advisers - West Perth, Western Australia
Jonny R.
5/5

I was referred to captial by a friend, after agreeing to complete a super review. They were transparent and professional throughout and really shown an interest in my financial plans for the future.
They managed to put me $120k better off for retirement to cap it off and for the first time shown me the importance of having my superannuation set up properly.

Capital Partners Private Wealth Advisers - West Perth, Western Australia
Chook S.
5/5

I was referred to Capital Partners by a friend some years ago and have been working with them every since - highly recommend!

Capital Partners Private Wealth Advisers - West Perth, Western Australia
Colin S.
5/5

Informed and comprehensive, with available humour!

Capital Partners Private Wealth Advisers - West Perth, Western Australia
Craig M.
5/5

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