About Us


Our approach is to understand and assist each client with achieving their investment objectives and goals.  Experience shows that every client has individual situations, experiences, goals and comfort levels with risk and return factors.

We assist you to plan for your future, make smart investment decisions, build on your existing investments, generate income and protect your assets.  We offer the following services to make that happen:

  • Financial Planning
  • Retirement Planning
  • Superannuation advice
  • Managing Share Portfolio’s and Managed Fund investments
  • Set up and advice on Self Managed Superannuation Funds
  • Insurance and Risk Protection
  • Budgeting, mortgage and debt reduction
  • Education savings plan for your children
  • Taxation and accounting
  • Centrelink issues
  • Estate planning requirements
  • Debt recycling
  • Investment property
  • Aged care



All Round Financial Services Pty Ltd is a Corporate Authorised Representative (No. 328973) of Capstone Financial Planning Pty Ltd ABN 24 093 733 969 Australian Financial Services Licence / Australia Credit Licence No. 223135.

Capstone Financial Planning Pty Ltd
Level 14, 461 Bourke Street Melbourne VIC 3000
Ph: 1300 306 900  Email: info@capstonefp.com.au  Web: www.capstonefp.com.au


 Our Process


At All Round Financial Planning our professional financial planners use a six-step process to help a client work out where they are now, what they may need in the future and what they must do to reach their goals.


Step one:
Gathering client’s financial data, including details on income, debt levels, financial commitment etc.

Step two:
Identifying client’s goals.  These may include buying a house, funding education, travel, etc.

Step three:
Identifying any financial issues.

Step four:
Preparing a Statement of Advice (financial plan) that identifies recommended investments and pays attention to the client’s attitude to risk.

Step five:
Implementing the financial plan.

Step six:
Reviewing and revising the plan to ensure it stays up-to-date and relevant to the economic climate and the client’s changing lifestyle.

Our Purpose

We help you define then transform your goals into a secure reality that allows you to realise your ambitions.


 Our Strengths

Bullet-greenOur commitment to our values of integrity, excellence and service has created a strong following of loyal clients and word-of-mouth has proven to be our strongest marketing tool.


Bullet-greenOur approach is progressive, innovative and focused on generating wealth and income for our clients.


Bullet-greenOur methodology is based on building our clients’ asset base over the long term and then generating income with minimum risk.


Bullet-greenWe take the time to understand your needs, goals and aspirations.


Bullet-greenWe have a proven ability to sustain long term relationships with our clients.





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