SUNBURY, 3429 Victoria, Australia.
We share our knowledge, expertise, and network with our clients and their families and encourage our clients to independently understand and assess products and performance and decide what services are right for them.
The team believes that intensive, continuous research, disciplined risk management and conviction are essential ingredients to achieving the best possible performance for our clients and to sustaining the legacy we have built together.
Investment service companies often employ risk management techniques to help protect your portfolio from market downturns and volatility.
Years
Experience
ABOUT US
Sunbury Finance Group is a leading Australian-based wealth management provider, offering a range of flexible products and investment solutions through our newly improved online platform.
We strongly believe in the value of advice and only offer our products through qualified financial advisers. Together with advisers, we help hundreds of thousands of customers like you look after their money and achieve their financial goals. Our goal is to provide our investors with a reliable source of high income, while minimizing any possible risks and offering a high-quality service, allowing us to automate and simplify the relations between the investors and the trustees.
Why Choose Us
Choosing an investment service company is a significant decision, and there are several reasons why individuals might opt for your company specifically.
Clients appreciate personalized service and attention tailored to their individual needs and financial goals. If your company offers dedicated financial advisors or relationship managers who take the time to understand each client's unique circumstances and preferences, it can set you apart from competitors.
Demonstrating a consistent track record of delivering strong investment performance relative to benchmarks and peers can be a compelling reason for clients to choose your company. Providing historical data and performance metrics can help clients gauge the effectiveness of your investment strategies.
If your company has a strong reputation for integrity, transparency, and ethical business practices, clients may feel more comfortable entrusting their investments to your care. Positive reviews, testimonials, and word-of-mouth recommendations can enhance your credibility in the eyes of potential clients.
What We Do
Commonly seen as a great store of wealth, this precious metal is also known as a reliable safe-haven asset.
Real estate investment involves the purchase, ownership, management, rental and/or sale of real estate for profit.
A financial plan is a comprehensive evaluation of an investor’s current and future financial state.
We offer multidisciplinary BIM design and coordination services to help our clients achieve their goals on time and on budget. Our team of experts uses cutting-edge technologies to create detailed 3D information models that improve the quality of documentation, communication and collaboration between all stakeholders.
The oil and gas industry is one of the largest sectors in the world in terms of dollar value, generating an estimated $5 trillion in global revenue as of 2022.1 Oil is crucial to the global economic framework, impacting everything from transportation to heating and electricity to industrial production and manufacturing.
Active and proactive management of real estate assets is a source of performance and profitability in the short, medium, and long term. The team is fully involved in the transactional, management, development, and value enhancement processes.
Objectives
We take advantage of a fully integrated model to respond to all the challenges facing development projects and real estate investment opportunities. Each part of our Group brings its knowledge, the scope of our activities allows us to respond to all types of projects, small and large, with expertise, quality and speed while optimizing costs across the entire chain. This is our strength.
Clients turn to Capestone for tailor-made managed equity portfolios. We develop the right solutions, structuring accounts and investments to meet our clients’ needs and we have the agility to adapt and re-balance your portfolio as and when the need arises.
