Capstone Financial Planning

07/10/2026

Today marks the 10th anniversary of World Financial Planning Day, a global initiative recognising the positive impact professional financial planning has on people’s lives.

Hat’s off to our financial planning professionals for helping their clients make informed decisions, build confidence and plan for better financial futures.

29/09/2026

Considering self licensing, but not sure where to start?

Self licensing can give financial advisers greater control over how they run their business but it can also bring added responsibility, risk and workload.

CapBack supports financial advisers navigating the AFSL landscape with flexible, scalable solutions, helping them stay focused on delivering quality advice to clients.
Find out more https://buff.ly/EsqMfPC

23/09/2026

A reminder that Capstone's October training isn't far away. Capstone advisers please register via the EDM links.

18/09/2026

Great to see Capstone’s Tim McCallum gaining recognition for his insightful Practice Perfect article, recently republished in Financial Standard’s FS Advice publication.

A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.

10/09/2026

Our morning tea is more than just a chance to come together, it’s an opportunity to pause, connect and remind each other how important it is to check in with the people in our lives, at work and beyond, today and every day.

02/09/2026

The right business support can help create more time to focus on clients. Learn how Capstone supports advisers through its four pillar approach, https://buff.ly/JbKWYwY

21/08/2026

We have 4 online training and education events coming up in September - Lonsec quarterly Market update 09/09, Xplan webinar 16/09, SMSF quarterly update 17/09 and Technical webinar 24/09. Capstone advisers can register via the EDM links.

11/08/2026

Wherever you want to go, Capstone is with you every step of the way. We focus on your success, providing the support and expertise to help you achieve your goals and unlock your potential. Read more about Capstone's values. https://buff.ly/hGQxo1F

05/08/2026

ASIC’s recent media release highlights increased regulatory scrutiny and the need for financial advisers to demonstrate appropriate systems focused on delivering positive client outcomes.
Regulators expect firms to demonstrate their systems, governance and customer protections are effective and evidence based.
At Capstone, our Risk and Compliance Team works closely with authorised representatives to develop and implement practical, robust solutions that support regulatory compliance while maintaining a strong focus on good customer outcomes.
Contact us to learn how Capstone can help your business strengthen its governance, compliance and client outcome frameworks.

31/07/2026

Thank you to all the advisers who joined us for our July events this week including a half day Workshop at The Langham and in person and virtual PD Day at Crown - we had over 185 advisers participate including some undertaking their professional year.

A special call out to our training and education partners Colonial First State, Evidentia Group, MLC, Perpetual, BT and TAL for presenting over the two days. Topics included an introduction to AI agents, tax and super changes, investments, cash strategies, ethics and long term insurance advice.

With a strong focus on networking and growth, the events provided an opportunity for our network to hear from leaders from the PictureWealth Group.