Capstone Financial Planning

Capstone Financial Planning is a privately owned licensee established in 2002. It operates as a national licensee assisting financial advisers across Australia. The business has no product ownership, incentives or bias. Capstone offers a full service model through four pillars of support: technology, marketing and communications, professional standards, and practice coaching and development.

It provides quality professional indemnity coverage. Tailored coaching support has been offered for over 20 years. Capstone's main services include business support services for financial advisers, such as compliance, business systems, marketing, and practice coaching.

Capstone Financial Planning is a financial planning practice in Ballarat Central, listed under financial advisers and planners. The practice works with clients on superannuation and investment matters, assisting with retirement planning and the review of financial positions.

Its office on Armstrong Street South opens on weekdays between 09:00 and 17:00 and remains closed on weekends. Appointments can be arranged by telephone or through the practice website during business hours. Advisers focus on personal financial advice for individuals and families across the district, covering superannuation and investment planning.