Capital Focused - Private Financial Planning

Capital Focused  - Private Financial Planning Private client financial planning IOOF is listed on the Australian stock exchange and has a current market capitalisation of over $2.5billion.

Capital Focused is an award winning, boutique Financial Planning firm that offers a full, private client advisory service to help our valued clients achieve their goals. Our specialist, close-knit team has collectively over 125 years of financial planning experience gained both locally and internationally and is dedicated to providing exceptional advice and service with a personal touch. We are li

censed by Lonsdale Financial Group who are a wholly owned subsidiary of IOOF Ltd, which is one of Australia’s leading client focused advice and investment companies. Capital Focused Pty Ltd is an Authorised Representative of Lonsdale Financial Group Limited ABN 76 006 637 225 | AFSL 246934

Any advice or information on this page does not take into account your personal objectives, financial situation or needs. Accordingly, you should consider the product disclosure statement for a product (available from Capital Focused) and your own objectives, financial situation and needs before acting on this information and before acquiring a financial product.

Today, we are helping Autism Queensland raise funds to support people living on the autism spectrum. This is something w...
28/04/2022

Today, we are helping Autism Queensland raise funds to support people living on the autism spectrum.

This is something we feel passionate about as we know the impact it has on individuals and their families, and we’ve seen both clients and friends impacted by autism.

You can donate to our fundraising page through the link below. Thank you for your support!

https://aqgivingday.com.au/page/282299/capital-focused

Wishing everyone a Merry Christmas from us here at Capital Focused🎄🎅🏼 Have a great day celebrating 🎉
25/12/2021

Wishing everyone a Merry Christmas from us here at Capital Focused🎄🎅🏼 Have a great day celebrating 🎉

On Friday, Capital Focused had our Christmas party🎄🕺🏼 We started off the day with bowling 🎳  an escape room 🏠  and laser...
22/12/2021

On Friday, Capital Focused had our Christmas party🎄🕺🏼 We started off the day with bowling 🎳 an escape room 🏠 and laser tag 🔫 Then lunch at Massimo’s!🍝 It was a lovely day spent together to celebrate all that we achieved in 2021 🎉 Bring on 2022‼️

We are excited to share the event footage from our 10-year party!  🎉🥂🥳 Thank you again to all those who attended for mak...
19/11/2021

We are excited to share the event footage from our 10-year party! 🎉🥂🥳 Thank you again to all those who attended for making it such a memorable night.

Thank you to all those who came out and celebrated our 10 year anniversary with us. It was a great evening celebrating with everyone who helped us get to whe...

After 4 years with us, today, Capital Focused says goodbye to Mitchell! He has been an important member of the team sinc...
12/11/2021

After 4 years with us, today, Capital Focused says goodbye to Mitchell!

He has been an important member of the team since he joined in 2017, with his dedication and hard-work has been invaluable to the business. While his terrible jokes won’t be missed around the office, he certainly will be.

All the best on your next chapter Mitchell!

In more exciting news, we have been named Lonsdale’s Business of the Year for 2021! 🏆🎉 This is a huge achievement and we...
11/11/2021

In more exciting news, we have been named Lonsdale’s Business of the Year for 2021! 🏆🎉

This is a huge achievement and we are so honoured to have won this award.

Again, thank you to all of our clients for their continued support and to our staff for all their dedication and hard work.

Our very own Michael Kennedy has been recognised in the 2021 Financial Standard Power50 as one of Australia’s most influ...
05/11/2021

Our very own Michael Kennedy has been recognised in the 2021 Financial Standard Power50 as one of Australia’s most influential advisers, one of six in Queensland.

to all of those that took the time out of their day to cast a vote for Michael. We couldn't have done it without you.

As a client of Capital Focused Private Wealth, you will be looked after by a team of highly qualified specialists – dependable, progressive, free-thinking and candid. 

Ten years of Capital Focused! 🎉🥳 Thank you to everyone who came out and celebrated with us last night, and thanks to all...
28/10/2021

Ten years of Capital Focused! 🎉🥳

Thank you to everyone who came out and celebrated with us last night, and thanks to all of our clients for supporting us on this journey.

A special thank you to our team; without them, none of this would be possible.

Cheers to the next 10 🥂

Today we say farewell to Steph, who after three years with the Capital Focused team, has found a new opportunity a bit c...
03/09/2021

Today we say farewell to Steph, who after three years with the Capital Focused team, has found a new opportunity a bit closer to home on the Gold Coast.

Your energy and humour around the office will be missed. We can't thank you enough for all of your hard work and dedication to not only our team but also our clients.

We can't wait to see what you achieve in your next chapter Steph!

Sam Ruiz, portfolio specialist from T. Rowe Price, provides a market update for the month of August and discusses global...
30/08/2021

Sam Ruiz, portfolio specialist from T. Rowe Price, provides a market update for the month of August and discusses global equities and GOP growth.

Sam Ruiz, portfolio specialist from T. Rowe Price, provides a market update for the month of August and discusses global equities and GOP growth.

We are proud to announce that Micheal Kennedy has made it to the top 100 advisers shortlisted for the Financial Standard...
20/08/2021

We are proud to announce that Micheal Kennedy has made it to the top 100 advisers shortlisted for the Financial Standard Power50! 🎉🥳 This is a list of the 50 most influential advisers in Australia.

To help Michael make it to the top 50, please vote through the link below, it takes less than a minute!

https://www.financialstandard.com.au/voting/?id=20697

As a client of Capital Focused Private Wealth, you will be looked after by a team of highly qualified specialists – dependable, progressive, free-thinking and candid. 

Address

Level 4, 260 Queen Street
Brisbane, QLD
4000

Opening Hours

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

Telephone

+61731771191

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