About Us

A real sense of security

Capital Managers is an authorised representative of Infocus Securities Australia 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. Our advisers 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

Tailored Solutions

With a solution-focused, rather than product-driven approach to financial planning, Capital Managers’ advisers first seek to:

understand your individual goals and aspirations
benchmark your personal objectives against market realities and risk sensitivity
determine an effective wealth management strategy for you
conduct professional research and analysis, and
identify the most appropriate products from the wide range available.

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.

84 combined years of experience

Our Heritage

Capital Managers heritage extends back to 1989 with the establishment of Warwick Financial Services. In 2007, Warwick Financial Services acquired another long-established practice Martin Consulting.

Capital Managers was born from the amalgamation of these two businesses.
With the further acquisition of Prophet Financial Advice in Bunbury in 2013, Capital Managers has grown to be one of Western Australia’s largest boutique financial planning practices.

With the founding director’s retirement in 2020, Josh Teh and Amanda Doyle joined existing director Brendan King in taking Capital Managers forward.

“We are extremely proud that many of our clients have been with us in excess of 25 years. These same clients are advocates for our services and actively refer friends, family and colleagues.”

Our advice methodology

Our Values

By following our value proposition we aim to maximise and help to protect the wealth of our clients who are typically owners of their own business, executives and high performance professionals who are time poor, but who appreciate the value of advice.

If we do not believe we can add value to a person’s life and financial affairs then we will not engage with them, but rather refer them to someone who we believe may be better able to help.

By doing this and carefully selecting those with whom we deal, we are better placed to provide appropriate resources and time to helping those where we can add real value.

ACCOUNTABILITY

To be responsible for the actions we take

EDUCATION

To achieve and maintain a level of education that enables us to provide professional advice for each of our client’s needs

EXCELLENCE

To strive for excellence in everything we do so as to provide the best possible client experience

INTEGRITY

To act with total integrity with everyone who we deal with

RESPECT

To respect others as we would want them to respect us

Your OPINION MATTERS

Testimonials

“Thank you very much for 25+ years of excellent care, service and advice, in particular your help with my recent insurance claim.”

Dr M.

“The Perron Group of Companies has had the benefit of an association with Brendan King and Capital Managers for more than six years. Brendan has more than capably maintained the Group’s Superannuation Plan during this time.

He brings professionalism and integrity to his role as adviser to the group.

Brendan is a valued resource to the Perron Group.”

Richard Hicks

“I have dealt with Barbara Franklin at Capital Managers for many years now. This has taken a considerable amount of trust, on my part, as I am very sceptical of the investment arena! She has been responsible for advising me financially, throughout my working life & now, in my retirement. Barbara recognises and addresses my areas of concern and my needs, by providing clear and concise information, in a professional environment. The fees are transparent and well documented. I like that, as the cost of the service is dealt with. I also like the availability of assistance, either by Barbara or the staff at Capital Managers.”

Marg Savage

“Our family has had association with this business for the last 3 years and we commend all staff for their pleasant and efficient service. Barb Franklin, our Senior Planner, is outstanding. She is very professional and guides us through the superannuation and insurance advice she provides; not just giving us the written documents but showing and explaining to make sure we understand the advice and information. We have no hesitation in recommending Capital Managers to our family and friends. Keep up the good work.”

Ross Lynise & Breeanna

“Josh has been our insurance and superannuation adviser for the last two years and it has been such a refreshing and pleasurable experience dealing with Josh for our planning needs. Josh is very professional, thorough, efficient and easy to deal with and he simplified the whole process for us for which are thankful. We would have no hesitation in recommending Josh to our friends, family and clients with confidence. In addition to this, Josh has also been a referral partner for us for several years and we have consistently received good feedback from clients.”

Jade Lyons