With nearly 40 years collective experience in the financial services industry, Capital Managers financial advisers, Brendan King and Geoff Warwick are highly qualified to provide you with comprehensive wealth management advice.
Possessing a thorough understanding of the industry from both a technical and practical perspective, Brendan and Geoff bring a unique and balanced approach to the planning and execution of your wealth management and protection strategy.
Capital Managers is an authorised representative of Sentry Advice Pty Ltd, one of Australia's leading advisory groups. Through this relationship we have access to advanced financial planning and client management software, and valuable research resources to benefit our clients. Brendan and Geoff undertake considerable ongoing professional development and education to keep up-to-date when advising clients on opportunities brought about by legislative change and product innovation.
With a solution-focused, rather than product-driven approach to financial planning, Capital Managers' advisers first seek to:
The end result is a tailored solution which we will clearly explain and document in a Statement of Advice, so you can make an informed decision on the most appropriate course of action.
We will then execute your preferences and streamline the implementation process on your behalf. Where agreed with you, Capital Managers provides a regular review service to examine and monitor the strategies implemented to help ensure they reflect your changing circumstances and remain relevant well into the future.