Capital Longevity is an independent private wealth advisor. We offer tailored and objective wealth management services aligned to the specific needs of each client. We advise and implement based on solutions, not products, leveraging our many decades of experience.

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Our clients are ‘wholesale’ or sophisticated investors who may be investing as individuals or through a trust, company or self-managed superannuation fund. We also assist with the investment needs of family offices and not for profits.

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We believe it is time to start a new kind of relationship between wealth professionals and the clients.  We take great interest in understanding client's life and needs, then spend time in assisting them to formulate a holistic plan. We also design our business so our interests are aligned with clients'. We differentiate ourselves with following characteristics:

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INDEPENDENCE

We are independent from the banks. This enables us to provide objective, unbiased advice and investments to our clients.

i.e. we don't wear the hat of product provider and adviser at the same time.

CO-INVESTING

Our clients enjoy the peace of mind that their money is truly managed like our own.  We put money where our mouth is by co-investing with our clients. Having access to great opportunities is partly why our employees love the firm.

ALIGNMENT

We believe the best alignment is reflected in remuneration structure. The majority of our fee is performance based with high watermark. So you win, we win. You lose, we lose.

The focus of our wealth management approach is:​

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AFTER TAX RETURN

Using Capital Longevity Wealth Management Framework™ to achieve optimal after tax return.

RISK ADJUSTED RETURN

Leveraging on our strong investment experience to identify and implement wealth creation opportunities to achieve the highest returns on a risk adjusted basis.

CYCLE INVESTING

To maintain an asset allocation strategy which takes into account the cyclical nature of markets.

To achieve our clients’ goals we have partnered with a number of key service providers who combine to offer a more secure, efficient and high–performance wealth management solutions.