Capstone rebrands, launches online application system
Capstone Financial Planning has undergone a corporate and website rebranding, which includes the launch of an integrated online application system for financial planners and accountants.
Capstone managing director Grant O’Riley said the brand revitalisation represented the next stage in the company’s growth and development.
“Advisers need to leverage technology to achieve greater efficiencies in how they engage with clients and service these relationships into the future,” he said.
“This is why Capstone continues to invest significantly in people, resources and in-house support services, all of which ae necessary to help our advisers deliver a high standard of client service.”
O’Riley said the revelations currently unfolding at the Royal Commission serve to illustrate the clear distinction between the privately-owned licensees versus those licensees who have affiliations with the large institutions.
“Our new branding aims to build on our foundations as the licensee of choice for advisers who prefer an alternative to the institutions and require an extensive product and platform offering with a superior level and variety of service that they simply can’t get anywhere else.”
Recommended for you
The central bank has released its decision on the official cash rate following its November monetary policy meeting.
ASIC has cancelled the AFSL of a Melbourne-based managed investment scheme operator over a failure to pay industry levies and meet its statutory audit and financial reporting lodgement obligations.
Melbourne advice firm Hewison Private Wealth has marked four decades of service after making its start in 1985 as a “truly independent advice business” in a largely product-led market.
HLB Mann Judd Perth has announced its acquisition of a WA business advisory firm, growing its presence in the region, along with 10 appointments across the firm’s national network.
