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Capital Managers

Overview:

Whilst the name Capital Managers has only been in the market place for some 7 years, we were born from a long established financial planning business formerly known as Martin Consulting, a practice established by the late Kevin Martin in 1988.

Acquired by Geoff Warwick and Brendan King in 2007 following the sad passing of Kevin, the business was merged with Warwick Financial Services, a financial planning practice established by Geoff Warwick in 1989.

Having more recently acquired long standing Bunbury financial planning practice Prophet Financial Advice, Capital Managers is now one of the largest boutique financial planning practices in Western Australia.

So whilst the business name may be relatively new, Capital Managers continues to provide advice to individuals and companies who have been clients for over 23 years, a record we are extremely proud of.

"We are extremely proud that a lot of our clients have been with us for over 20 years. Many of our clients are now advocates of our services and regularly refer friends and colleagues". "A key objective of our business is to engage with people who have a genuine interest in their financial future, and protecting themselves and their loved ones."

There are five pillars to our value proposition:

ACCOUNTABILITY

To be responsible for the actions we take

EDUCATION

To achieve and maintain a level of education that enables us to provide professional advice for each of our client's needs

EXCELLENCE

To strive for excellence in everything we do so as to provide the best possible client experience

INTEGRITY

To act with total integrity with everyone who we deal with

RESPECT

To respect others as we would want them to respect us

By following our value proposition we aim to maximise and help to protect the wealth of our clients who are typically owners of their own business, executives and high performance professionals who are time poor, but who appreciate the value of advice.

If we do not believe we can add value to a person's life and financial affairs then we will not engage with them, but rather refer them to someone who we believe may be better able to help.

By doing this and carefully selecting those with whom we deal, we are better placed to provide appropriate resources and time to helping those where we can add real value.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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