Capstone Financial Planning

Capstone is a leading, national, privately owned licensee with a complete suite of business support services to help you grow your business.

[Capstone Financial Planning @capstone_fp]

Today we acknowledge and remember the men and women who fought for the freedoms we enjoy today. Thank you for your service. Lest we forget. #ANZACDay

[Capstone Financial Planning @capstone_fp]

Wishing our advisers, partners and staff a safe and happy Easter. Please note our office will be closed from 3 April 2026 and will reopen on 7 April 2026.

[Capstone Financial Planning @capstone_fp]

Happy IWD to all our advisers, strategic partners and Capstone staff for Sunday 8 March. #IWD2026

[Capstone Financial Planning @capstone_fp]

To all our advisers, partners and staff - wishing you a safe and merry Christmas and a prosperous 2026. Please note our office will be closed from noon 24 December 2025 and will reopen at 8:30 am on 5 January 2026.

[Capstone Financial Planning @capstone_fp]

Today we acknowledge and remember all the men and women who fought for the freedoms we enjoy today - thank you! Lest we forget. #ANZACDay

[Capstone Financial Planning @capstone_fp]

Happy IWD to all our advisers, strategic partners and Capstone staff for Saturday 8 March. #IWD2025 #AccelarateAction

[Capstone Financial Planning @capstone_fp]

We wish all our advisers, partners and staff a Merry Christmas and prosperous New Year. Please note our office will be closed from noon 24 December 2024 and will reopen at 8:30 am on 2 January 2025.

[Capstone Financial Planning @capstone_fp]

Capstone’s four pillars lie at the centre of our innovative, market-leading offering and underpin our approach to the support services that practices need to stay relevant and to effectively service their clients. Learn about our fresh new look, https://t.co/uqI60nfjUE.
#CFP

[Capstone Financial Planning @capstone_fp]

Today is an opportunity to celebrate the women who inspire you. Take a moment to recognise their achievements and thank them for their contributions. Happy IWD to all our advisers, strategic partners and Capstone staff. #IWD2024

[Capstone Financial Planning @capstone_fp]

This time of year, take time for yourself and your family. Unplug and recharge over the holidays to stay healthy, reduce stress and recharge to start the new year rejuvenated.

#CapstoneFP #HolidayRecharge #Christmas #2024

[Capstone Financial Planning @capstone_fp]

We would like to notify you that our company will be closed during the festive season. May you have a joyful Christmas and a prosperous New Year!

#CapstoneFP

[Capstone Financial Planning @capstone_fp]

Are you targeting over 50s for your financial advice services? Read more and learn where you could be adding value to clients in this demographic.
https://t.co/wvkEkilF2Y

#RetirementPlanning #FinancialEducation

[Capstone Financial Planning @capstone_fp]

Super funds can no longer be the passive custodian of Australians’ $3.5 trillion of retirement savings. The government is essentially ordering super funds to be more proactive in maximising retirement outcomes for members. Read more, https://t.co/57MpE4OtAQ

#SuperFunds

[Capstone Financial Planning @capstone_fp]

Are your clients investing in your advice? Speak to our Practice Coaches to learn how to connect your clients to the value of the advice you provide.
https://t.co/WVMjJMV6sP

#FinancialAdvice #AdviceValue

[Capstone Financial Planning @capstone_fp]

Take the time to build trusted professional networks. Read more, https://t.co/vRgdVpDJOH

#ProfessionalNetwork #ClientReferral

[Capstone Financial Planning @capstone_fp]

Financial advice or guidance plays a significant role in making retirement better for Australians and the reasons and timing of retirement are different for everyone. There's never been a better time to promote your expertise in retirement planning.
https://t.co/vl7IEXTfjs

[Capstone Financial Planning @capstone_fp]

Just over 1/4 of high-net-worth investors are not interested in seeing a financial adviser due to a lack of confidence in adviser expertise. Speak to our Practice Coaches today to help you properly position your value and the services you provide.
https://t.co/14g0nopBi4

#CVP

[Capstone Financial Planning @capstone_fp]

Delivering strong presentations can help you stand out as a leader, showcase your expertise and build confidence. Learn more, https://t.co/ORI5peStLw

#PresentationSkills #Leadership

[Capstone Financial Planning @capstone_fp]

Marriage, pregnancy, divorce, redundancy, retirement and inheritance are some of the key milestones and catalysts in a person’s life when they probably need professional advice. Are you tapping into these moments in your clients lives?
https://t.co/51XVsJjmed

#FinancialAdvice

[Capstone Financial Planning @capstone_fp]

In today's digital age, it's becoming more common for financial planning businesses to build their presence and generate leads online. Here is a guide of how to advertise on LinkedIn to achieve your business goals.
https://t.co/fNGce4DmBK

#LinkedInAds #OnlinePresence