Capricorn Investment Partners Limited
| Structure: | Company |
| ABN: | 26 095 998 771 |
| Business Contact: | David French (Managing Director and Senior Financial Advisor) |
| Phone No. | 07 4920 4600 |
| Fax No. | 07 4922 9069 |
| Mobile No. | 0412 534 637 |
| Website: | www.capinvest.com.au |
| Business Size: | 11 - 25 |
| Year Established: | 2001 |
| Address: |
22 Archer St Rockhampton |
| Postal Address: |
P O Box 564 Rockhampton Qld 4700 |
| Products & Services | |
|---|---|
| Business Consulting | Expert advice on complex issues including business structuring and planning for succession. Advice on preparing your business for sale so that you can maximise your sale price. |
| Buying and selling shares | We have direct access to sophisticated research and expertise from major fund managers and stockbrokers, giving you "big city" advice and local service. As a client you can access the Portfolio Administration System online to view your current portfolio. To set up an account telephone us on 07 4920 4600 or email enquiries@capinvest.com.au |
| Fee for service | Our fee for service philosophy means that we are not influenced by commissions or through other alliances. Our fee quotes include all advisor, administrative and set-up costs that you are likely to incur. The only exceptions are stamp duty on certain asset purchases and specialist consulting services. Your Capricorn Investment Partners adviser can show you how our fee structure can lower the overall cost of investing. Our advisors are well qualified to provide financial advice and they have a wealth of direct experience in financial markets. |
| Financial Planning and Investment Advice | We provide a comprehensive financial planning service with a commitment to providing excellent advice and ongoing service. We can help you with all personal financial matters and small business planning. Capricorn Investment Partners Limited are licensed to advise on • Direct Equities • Managed Funds • Fixed interest • International shares • Property • Superannuation including Self Managed Super Funds • Income Tax planning • Retirement income planning • Eligible Termination Payments • Social Security Issues • Estate Planning • Business Planning Australian Financial Services Licence No. 237435 |
| Insurance | Capricorn Investment Partners Limited is a licensed life insurance broker. |
| Retirement Planning | Advice on planning your retirement strategy. Our advisors can help you to plan to have enough money to retire when you want to. Information and advice on salary packaging. superannuation advice, transition to retirement, liaising with Centrelink. |
| Superannuation | Superannuation is one of a number of tools available to increase your wealth. The issues for someone who is 25 are completely different from someone who is 55. The regulations tend to change so seeing a Financial Planner will ensure your particular circumstances are taken into account before you commit your money. |
| Contact This Business: | |
| Information last updated 22nd October, 2008 | |