Capital Partners Private Wealth Advisers

Last Thursday, clients and team members gathered at Fraser's on a beautiful spring evening to celebrate a remarkable 25 years of business. The evening was filled with joy, laughter, and entertainment. We extend our appreciation to all clients who attended and to our dedicated staff for making it a memorable event.

Today, we celebrate Farah Callanan’s 5th anniversary with us. Anyone who has had the pleasure of meeting Farah knows she exudes enthusiasm and radiates warmth and positivity. We’ve certainly missed her presence around the office while she’s been on maternity leave. Farah joined us in 2019, bringing a unique blend of creativity, integrity, industry knowledge, and life experience. As an invaluable Client Service Associate, she truly is the backbone of our team. Thank you, Farah, for your hard work and the positive energy you bring to Capital Partners.

Aden Wilkins unravels the intricate world of intergenerational wealth transfer. 

Join Nick Menegola through the intriguing evolution of markets over the past 25 years.

To mark our 25th anniversary, David Andrew reflects on the journey that shaped Capital Partners and the core values that continue to guide us. We invite you to discover where it all began and how we remain committed to helping you, your loved ones and our team live prosperous, purposeful lives.

Curious about investment strategies during uncertain times? Our investment coordinator, Nick Menegola shares his insights. Jump off the investment rollercoaster with an evidence-based approach: https://lnkd.in/gq_y_r6Y. #presidentialelections #marketinsights #investmenttips #thepurposefulinvestor

Ever wondered what makes an investment strategy truly successful in the long run? We’ve got the answers. Dive into our ten essential tips that, when combined, form a powerful investment strategy designed to deliver results and make the journey more enjoyable. Investing doesn’t have to be a wild ride. Discover the secrets now: https://hubs.ly/Q02QyrvV0.

Ever felt like your financial decisions aren't quite aligning with your true goals? You’re not alone. The key to a fulfilling financial journey lies in making choices that reflect your personal values and life purpose. In our latest blog, we delve into the concept of wealth with purpose. We explore how defining your core values can serve as a guiding compass for your financial decisions. Here's a glimpse of what you'll learn: Identify Your Core Values: Reflect on what truly matters to you. Develop a Strategic Plan: Create a roadmap to achieve your financial goals. Craft a Purposeful Investment Plan: Focus on disciplined, long-term growth. Design a Lasting Legacy: Ensure your wealth has a positive impact. Let us know what you think! #FinancialPlanning #WealthManagement #PersonalValues #InvestmentStrategy #LegacyPlanning #WealthWithPurpose

Many people come to us expecting a conversation about super, but what if the real value lies beyond that? It’s not just about your finances; it’s about your life, your legacy, and the bigger picture. Ready for a refreshing approach that looks beyond the surface? Let’s start the conversation. https://hubs.ly/Q02QygjD0.

Reviews like this make our day! The Purposeful Investor Podcast is where wealth meets meaning. Hosted by the team, we explore how to align your financial success with your personal goals, values, and purpose. From legacy planning to navigating market trends, each episode is packed with actionable insights to help you invest smarter and live richer. Ready to start your journey toward purposeful wealth? Tune in now! https://hubs.ly/Q02QyGhm0