Business Details
Trusted Financial Advisers in Vermont
Capitol Group is a fully integrated financial advice business dedicated to providing tailored solutions for individuals and businesses. With two specialist divisionsCapitol Group Advisers and Capitol Group Wealthwe combine over three decades of collective experience in accounting, taxation, and financial planning. Our approach prioritises long-term partnerships, focusing on building, managing, and protecting client wealth through services such as business planning, investment portfolio management, and superannuation advice. Led by principals Julio Carrieri and Laurel Arndt, our team delivers customised strategies aligned with client objectives, leveraging advanced qualifications and industry expertise.We utilise leading accounting software platforms and maintain affiliations with professional bodies like the Association of Financial Advisers. Our investment philosophy emphasizes diversification, low fees, and evidence-based decision-making to ensure financial peace of mind. Committed to exceeding expectations, we aim to be a trusted partner in navigating complex financial landscapes. Our client-centric ethos ensures outcomes that align with both short-term needs and long-term aspirations. Backed by rigorous processes and ethical standards, we strive to empower clients through informed, transparent advisory services.
Services
Accounting & Taxation
Business Planning
Financial Planning
Superannuation
Insurance
Wealth Management
Self-Managed Super Funds
Personal Taxation
Investment Portfolio Management
Retirement Planning
Highlights and features
- We offer over 30 years of accounting expertise with advanced qualifications.
- Our team includes certified professionals with industry-recognised accreditations.
- We provide customised tax and accounting solutions for businesses and individuals.
- We focus on long-term partnerships for holistic financial planning.
- We support major accounting software platforms like Xero and MYOB.
Associations and certifications
- Association of Financial Advisers (AFA)
Services
Financial Planning
Capitol Group Wealth offers comprehensive financial planning to help clients achieve retirement, wealth-building, and investment goals. Our advisers develop tailored strategies considering tax efficiency, risk tolerance, and long-term objectives. By focusing on diversification and low-cost investments, we aim to deliver sustainable financial peace of mind for individuals and families.
Accounting & Taxation
We provide end-to-end accounting and taxation services for businesses and individuals, including business structuring, payroll, and tax return preparation. Our expertise spans major accounting software platforms, ensuring streamlined processes for companies, trusts, and self-managed superannuation funds. Proactive tax planning helps clients optimize deductions and compliance.
Superannuation
Specialising in superannuation advice, we assist clients with fund setup, consolidation, and investment strategies. Our services cover self-managed super funds (SMSFs) and retirement planning, leveraging tax concessions to maximise retirement savings. Regular reviews ensure alignment with evolving financial goals and regulatory changes.
Insurance
We design personalized insurance solutions to safeguard clients against lifes uncertainties. Cover options include life insurance, income protection, total permanent disability, and trauma insurance. Our approach ensures financial security for families and businesses, mitigating risks from unexpected events like illness or injury.
Wealth Management
Our wealth management services focus on investment portfolio construction and management. Guided by principles of diversification and evidence-based decision-making, we create strategies aligned with client risk profiles. The emphasis on low fees and long-term growth aims to build and preserve wealth across market cycles.
People
Julio Carrieri
Managing Director & Financial Adviser
With over 30 years in financial planning, Julio specialises in investment advice, superannuation, and retirement strategies. He holds an Advanced Diploma of Financial Planning and is an authorised representative of Consultum Financial Advisers.
Laurel Arndt
Director & Accounting Division Manager
A qualified accountant with 30+ years experience, Laurel focuses on tax compliance, business structuring, and SMSF advisory. She is a Fellow of the Institute of Public Accountants and has led Capitol Groups accounting division for over 25 years.
Questions
What services does Capitol Group offer?
We provide accounting, tax compliance, financial planning, superannuation advice, insurance solutions, and wealth management tailored to individual and business needs.
How can Capitol Group help with retirement planning?
We develop customised retirement strategies, including superannuation optimisation, tax-efficient withdrawals, and investment planning to ensure financial security in retirement.
Do you specialise in self-managed super funds (SMSFs)?
Yes, we offer comprehensive SMSF services, including setup, compliance, investment strategy, and ongoing management to maximise retirement savings.
What insurance options are available?
We offer life insurance, income protection, total permanent disability, and trauma cover tailored to protect individuals and families from financial risks.
How do you approach investment management?
Our investment philosophy focuses on diversification, low fees, and evidence-based decisions to build long-term wealth aligned with client risk profiles.
Reviews (1)
Maria Rocca
Jul 16, 2020
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Very Happy Customer! The team at Capital Group Advisors are great, prompt and always have my best interest in mind when making decisions. I went to see them after being with a long term Accountant for years and just felt they had become complacent with my affairs. It was then that I realised what service and attention I had been missing out on. They are always happy to speak with you, answer any questions and get you the best possible result. Have been worry free since moving across to Capital Group! Highly recommend them!
