Corporate Profile
Established in the late 1980’s (formally Canberra Financial Services) as a full life and general insurance practice, the company now has well in excess of 2,500 clients serviced predominantly throughout ACT & NSW.
Capital Wealth is now one of the region’s leading financial services firms.
Capital Wealth has progressively diversified well beyond their early days and through its subsidiaries, Canberra Life & Super, Canberra Insurance Brokers, CanFinance and Park Heath Property Investment the company has evolved to become a significant business in its own right. We now deal with a large range of highly regarded insurance companies, fund managers and lending institutions which allows them to provide a broader range of services to their clients.
Capital Wealth now have 7 advisers and 4 highly skilled dedicated support staff and as plans for expansion progress will be engaging more staff.
Capital Wealth are independently & locally owned, holding an Australian Financial Services Licence and an Australian Credit Licence. Capital Wealth has been recognised over the years for service dedication and expertise and have created strong working alliances with a range of referral partners. All staff at Capital Wealth take their responsibilities to clients business partners and community very seriously.
Capital Wealth is now one of the region’s leading financial services firms.
Capital Wealth has progressively diversified well beyond their early days and through its subsidiaries, Canberra Life & Super, Canberra Insurance Brokers, CanFinance and Park Heath Property Investment the company has evolved to become a significant business in its own right. We now deal with a large range of highly regarded insurance companies, fund managers and lending institutions which allows them to provide a broader range of services to their clients.
Capital Wealth now have 7 advisers and 4 highly skilled dedicated support staff and as plans for expansion progress will be engaging more staff.
Capital Wealth are independently & locally owned, holding an Australian Financial Services Licence and an Australian Credit Licence. Capital Wealth has been recognised over the years for service dedication and expertise and have created strong working alliances with a range of referral partners. All staff at Capital Wealth take their responsibilities to clients business partners and community very seriously.