Quality financial advice is vital

You can’t be expected to know everything. You work hard and you may be an expert in your particular field. But that doesn’t mean you know how to get optimal results when it comes to managing your wealth. Not many people do.

We’ve built our business on providing quality advice. We’ll show you how to protect your wealth and work with you to develop long-term security for yourself and your family.

Who needs a financial adviser?

Singles

Couples & Families

Empty Nesters

Retirees

No matter your stage of life, you can benefit from our range of services, and the sooner you get in touch with us, the sooner we can start building your financial plan.

Whether you’re just starting out, looking to enjoy financial freedom in retirement, or anything in between, we have a range of strategies to help anyone reach their financial goals. Here’s how.

More About our Services

How we work…

Other financial advisors, especially at banks, profit by receiving commissions from the financial products they recommend to clients. That’s not what we’re about.

CAP is a privately owned and operated Australian financial advice firm, dedicated to providing trusted financial advice to clients with transparency, honesty and integrity.

We have many years’ experience helping our clients prosper and we aim to build a long-lasting partnership with you.

We understand the path to prosperity is as much about protecting your income and assets against worst-case scenarios, as it is investing wisely.

We work closely with you to develop a solid financial plan that is in keeping with your stated goals. Our holistic approach to financial planning ensures both financial management and financial protection gets you to where you want to be.

Through an informed, ongoing consultative process, we monitor and maintain your financial plan closely , keeping your goals and objectives on track.

More About Our Process

Contact Us

Get in touch with the team today – it may be the best financial decision you ever make.

For any enquiries email us at: info@capitaladvicepartners.com.au

    Where You Can Find Us

    Ballina

    Address:
    Suite 1
    99 Tamar Street
    Ballina NSW 2478
    Phone:
    02 6686 7600

    North Sydney

    Address:
    Ground Floor
    100 Walker Street
    North Sydney NSW 2060
    Phone:
    02 8920 3488

    Bangalow

    Address:

    94 Byron Street
    Bangalow NSW 2479
    Phone:
    02 6687 2798

    Meet the Team

    Brett Shoemark

    Brett Shoemark

    Partner,
    Authorised Representative

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    Brett is a Partner of Capital Advice Partners (CAP) and holds a Bachelor of Accounting & Finance and a Diploma of Financial Planning. He is an accredited self-managed superannuation fund and listed investment adviser, and a qualified mortgage broker.

    Scott Henshall

    Scott Henshall

    Partner,
    Authorised Representative

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    Scott is a partner of CAP and brings a wealth of experience as a specialist risk & succession adviser. He holds a Bachelor of Business (Accounting & Finance), along with the Advanced Diploma of Financial Services (Financial Planning). He is also a practitioner member of the AFA.

    Richard Henshall

    Richard Henshall

    Partner,
    Authorised Representative

    Richard is a practitioner member of the AFA and holds the accreditation of Advance Diploma of Financial Services (Financial Planning). Richard has over 28 years’ experience in financial services.

    Melanie Tongmar

    Melanie Tongmar

    Executive Manager – Client Services

    Phillip Robbins

    Phillip Robbins

    Senior Planner

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    Bija Nicolson

    Bija Nicolson

    Administration Manager

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    Karen Perry

    Karen Perry

    Executive Manager – Client Services

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