It can take a lifetime of personal sacrifices to accumulate enough wealth to be financially independent. However, I often come across investment strategies that more closely reflect gambling than a measured and disciplined approach that delivers the outcomes needed to live a fulfilling life. This can be a shock to women who have not been actively involved in managing their family’s finances as they trusted their partner to make decisions in their best interests.
We take an evidence-based investment approach, grounded in Nobel Prize-winning academic research, that efficiently captures investment market returns that you deserve without exposing you to unnecessary risks.
If it’s important to align your investment strategy to companies with good environmental, social, and governance practices, we can accommodate this.
Capital Partners is one of Australia’s few Centre for Fiduciary Excellence (CEFEX®) firms. Discover why so many Perth’s most successful families, charities, and corporations choose to partner with us to help manage their wealth.
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