Fiduciary Excellence

Financial advice should never be about pushing a product or an agenda. The advice you receive should be as individual as the person’s situation. Finding an advisory firm that works to grow and protect your wealth as their singular priority is what investors should pursue.

From our independence to our CEFEX accreditation, to our ongoing relationship with the

There is plenty for you to consider when watching markets, absorbing headlines, and living your general day-to-day life. Which is why, here at Capital Partners, we have removed any concern you may have regarding our credibility.

. This means, as a firm, we conform to all practices and criteria that comprise the Global Standard of Fiduciary Excellence. It means we are truly focussed on you, and your outcomes.

To date, just over 100 firms across the globe have achieved this certification. Capital Partners is the only CEFEX Certified Firm in Western Australia, plus we proudly have four team members who are CEFEX Accredited Investment Fiduciaries.

CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is contrasted with a firm that lacks a fiduciary process or operates according to a ‘suitability’ standard.

Adherence to the fiduciary obligation can be the foundation for trust placed in Advisers by their clients, whether individual or institutional investors.

CEFEX advisory firms voluntarily undertake annual audits by independent fiduciary experts. This verifies their adherence to the fiduciary standard and is supplemental to the oversight performed by most financial regulators, who require fiduciary financial advisers to meet a minimum compliance standard.

A CEFEX-certified advisory firm places your interests first and will realise investment objectives sooner, better align investment services to expenses, and be accountable for actions taken.

Fiduciary duty relates to a person who has an ethical/legal relationship of trust with one or more parties. A fiduciary adviser must have their client’s best interest at heart when acting on their behalf, with loyalty and care underpinning the foundations of fiduciary duty.