Capstone Financial Planning

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

We have 4 online training and education events coming up in June - an SMSF quarterly update 10/06, Xplan webinar 17/06, ...
15/05/2026

We have 4 online training and education events coming up in June - an SMSF quarterly update 10/06, Xplan webinar 17/06, Lonsec update 22/06 and Technical webinar 25/06. Capstone advisers can register via the EDM links.

I often hear business owners say they don’t need to do any marketing because their business is a comfortable size and th...
08/05/2026

I often hear business owners say they don’t need to do any marketing because their business is a comfortable size and they already have enough clients.

My response is that marketing isn’t just about attracting and winning new clients. It’s just as important to ‘market’ your business to your existing clients and focus on delivering what you’ve promised.

That also means communicating with them in ways that make sense to them and align with their preferences.

Marketing and Communications are often treated as separate things, which can be valid depending on your structure – but they work best when they’re connected. Here are a few simple Marketing and Comms basics worth keeping in mind for your business:

1. Create a Marketing and Communications Plan – it doesn’t need to be complex but it should clearly outline what you’re trying to achieve, who you’re talking to and how you’ll communicate and connect. A good plan keeps you focused and helps assess opportunities before saying yes.

2. Don’t overcomplicate your messages – stick to no more than three key messages at a time. When you try to say everything, the important things can get missed. Clear, simple messages are easier to understand and act on.

3. Stay top of mind with your existing clients – Marketing doesn’t stop once someone becomes a client. Regular, relevant communication reinforces value, builds trust and reminds clients why they chose you.

Today we acknowledge and remember the men and women who fought for the freedoms we enjoy today. Thank you for your servi...
25/04/2026

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.

Join us for our Aged Care workshop hosted by Aged Care Gurus on May 6 & 7 and May 20 & 21. Capstone advisers can registe...
09/04/2026

Join us for our Aged Care workshop hosted by Aged Care Gurus on May 6 & 7 and May 20 & 21. Capstone advisers can register via the EDM link.

Wishing our advisers, partners and staff a safe and happy Easter. Please note our office will be closed from 3 April 202...
01/04/2026

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.

Thank you to our training and education partners Colonial First State, MLC Australia, Challenger Limited, L1 Capital and...
25/03/2026

Thank you to our training and education partners Colonial First State, MLC Australia, Challenger Limited, L1 Capital and BT for presenting to over 170 advisers at our virtual PD Day. Covering tax strategies, retirement income, aged care reforms, investing and ethics - the day addressed important topics for financial advisers. The presentations will be shared shortly on the Adviser Centre for any Capstone advisers who were unable to join us.

Financial crimes and scams continue to be on the rise - during financial crimes week, we encourage you to review your on...
16/03/2026

Financial crimes and scams continue to be on the rise - during financial crimes week, we encourage you to review your online activities and cyber practices to ensure you don’t become another statistic.

Address

Level 1, 607 Bourke Street
Melbourne, VIC
3000

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61386220700

Website

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