Clear financial advice, steady guidance and a connected team helping clients move forward with confidence.
—Who We Are
Capital Managers provide clear, comprehensive and action-focused financial advice for people who need experienced guidance, thoughtful strategy and practical support to help make things happen. Based in Western Australia, our team combines decades of industry experience with a collaborative approach that brings together advisers, paraplanners and support staff to deliver a seamless client experience.
Capital Managers is an authorised representative of Infocus Securities Australia Pty Ltd, one of Australia’s leading advisory groups. This provides the backing of a respected national network while allowing us to maintain the personalised service and local relationships our clients value.
— OUR APPROACH
At Capital Managers, our approach is solution-focused and designed around your individual circumstances. Our advice methodology is structured, careful and practical – we:
- Understand your goals, objectives, financial position and risk comfort
- Benchmark your objectives against market realities and conduct professional research
- Identify suitable strategies and options from a broad range of solutions
- Provide clear, tailored advice that is carefully explained and documented
- Assist with implementation and, where appropriate, ongoing reviews to keep your strategy aligned with changing circumstances, legislation and markets
— 90+ Years of Experience
Our heritage extends back to 1989, with the establishment of Warwick Financial Services. In 2007, Warwick Financial Services acquired another long-established practice, Martin Consulting, bringing together two advice businesses with a shared commitment to long-term client relationships.
Capital Managers was formed from the amalgamation of these businesses, creating a stronger and more experienced financial advice practice. In 2020, following the founding director’s retirement, Josh Teh and Amanda Doyle joined existing director Brendan King in leading Capital Managers into its next chapter.
In March 2026, Capital Managers continued its growth through the amalgamation of Infocus City West/Mt Hawthorn. As part of this transition, experienced adviser John Parkinson joined the business as a Director, further strengthening our expertise and broadening the depth of advice and support available to our clients.
Today, Capital Managers brings together decades of experience, shared values, and a commitment to helping individuals and families make confident financial decisions. We are proud that many of our clients have been with us for more than 25 years. Their continued trust, and the referrals to friends, family and colleagues, reflect the long-term relationships at the heart of our practice.
— A Diverse and Experienced Team Supporting You
With over 90 years’ collective experience in the financial services industry, the team at Capital Managers is highly experienced and qualified to provide comprehensive wealth management advice.
— OUR VALUES
At Capital Managers, our values shape the way we work, communicate and support our clients. They guide our advice methodology, from understanding each client’s situation through to recommendations, implementation and ongoing review, helping clients move forward with clarity and confidence.
Integrity
We act honestly, transparently and with accountability in every decision, action and relationship.
Expertise
We maintain the knowledge and education needed to provide professional advice tailored to each client’s needs.
Excellence
We strive to deliver a high standard of advice, service and support across every client experience.
Respect
We treat every client, colleague and partner with care, consideration and genuine respect.
— WHY CAPITAL MANAGERS
Choose Capital Managers if you want experienced financial advice, clear communication and a team that will help turn recommendations into action.
We don’t just give advice - we help you act on it
We help you understand what needs to happen and help you take action.
We are comprehensive and careful
We do the work properly, so you can take action with confidence.
We do more than expected
We consider your complete financial picture, not just one piece.
We are transparent
We explain recommendations, fees and value clearly from the beginning.
We have a diverse and capable team
You are supported by one connected, experienced advice team.
We have a clear investment philosophy
Our investment approach is never set-and-forget, and regularly reviewed.
— CLIENT STORIES
We are proud to support clients through important financial decisions with clear advice, practical guidance and ongoing care. A few words from the people we’ve worked alongside.
"Appointments are a pleasure at Capital Managers because not only do you feel reassured of your financial future but the staff have become like old friends that genuinely care about you and your life."
"We have been long term clients who have been totally satisfied with the financial services that have been provided through our working life and now enjoying a comfortable retirement."
— GET IN TOUCH
If you’re ready to have a conversation, we’re here. Send us your details and we will be in touch to arrange an initial conversation with an adviser to discuss your situation and how we may be able to help you.
- No obligation, no pressure
The first conversation is to understand your situation and see if we're a fit. - Held in confidence
Anything you share is treated with the discretion you'd expect from a long-standing advice practice. - A real conversation, with a real adviser
You'll speak with someone who can actually help.
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