"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
Financial Controller - for the Perron Group of Companies

"Dear Geoff

I just wanted to say thank you to you and Matt for you kind assistance with my recent claim. I was truly impressed by the promptness with which you responded to my initial enquiry, and your willingness to assist me with the claims process. Above all, I really appreciated your professionalism & your understanding".

Dr A.Y

"Geoff Warwick has been a long and trusted risk insurance adviser to both myself and our business for nearly 20 years. His ability to understand our needs and his knowledge to develop strategies that met these demands has been of great value in helping us manage our affairs, I have always found Geoff to be truly professional in all our dealings."

Errol Barrett
Managing Director
William Barrett & Sons
Funeral Directors - Bunbury

"Geoff Warwick has advised us on our insurance and superannuation needs for the past 22 years. We have appreciated his honesty and professionalism and means of keeping complex matters simple. His structuring of our self-managed superannuation funds has enables us to enhance our future retirement benefits. Geoff has also been of great assistance to our sons and their financial needs."

Kim & Anna Novel
Novel Smash Repairs - Bunbury

"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."

Kind regards
Ross Lynise & Breeanna

"Dear Geoff and Matt

We just wanted to thank you both for your prompt and professional assistance with our insurance claims. Back in the days when we started our association with your company (approximately 15 years ago), you convinced us to take out a trauma policy and an income protection policy (this at a time when we believed we were bullet proof and would never need to claim). Since then, my wife has suffered from breast cancer and you advised and guided us through a claim that we were not even aware that we were entitled to. Then, earlier this year I was diagnosed with a large tumour which required major surgery to remove. I have been unable to work for some time and the income protection claim that you expedited for me has relieved us of financial worry during this time. I would recommend to everyone that they take out these policies, no matter how healthy they feel at the time!".

Steve & Carol

"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

"I have been with Capital Managers now for several years and have been extremely happy with the professionalism of the company. The reality, we only find out just how good these companies are when we need them. Unfortunately for myself, I have needed to claim twice through injury, however, I can honestly say, the Capital Managers team did an excellent job, making the whole experience very pleasant. I would recommend any of my family and friends to do business with them."

Martin Ball

"To all at Capital Managers who contributed to our financial plan. Thank you for your very professional and beneficial advice."

Steve & Carol Mck

"Dear Josh

I just wanted to say a “HUGE” Thanks you for your time, and perusal with my claim for Trauma with my CML.

This payment has taken so much pressure of our family in so many ways unimaginable. If it wasn’t for you and your constant communication and calls this wouldn’t have happened.

You have been amazing and I can’t thank you enough! We will be recommending Yourself and the Geoff Warwick team to others in the future.

Thanks again Josh ☺"

Kind Regards

Jackie & Lee