When designing your financial plan, we aim to build a personal, trusting relationship and provide you with peace of mind that your financial strategy is on track. We offer a broad range of services designed to work together to meet your financial needs. Our clients are predominantly situated in the south west of WA (between the two capes – Leeuwin and Naturaliste) including Busselton, Dunsborough, Margaret River, Augusta, Capel, and Bunbury.
Specialist services
We can help with your complex business and personal finance needs, including business planning, estate planning, salary sacrificing, retrenchment and redundancy, and social security / Centrelink benefits.
read moreGeneral advice warning
The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. Please click here capefp.com.au to find out more about the services we offer.