Partner Lindzi Caputo

About
Lindzi

Lindzi Caputo is a partner in the personal wealth management division, working with individuals, families and business owners who are navigating complexity, change and responsibility. Her clients often have significant decisions to make not just about money, but about family, legacy and what comes next.

She is trusted by professionals, multi-generational families and those at pivotal life stages, including receiving an inheritance, separating assets after divorce, losing a partner, exiting a business or shifting from wealth accumulation to preservation. Lindzi’s role is to bring clarity, structure and confidence at moments when financial decisions feel personal, emotional and high stakes.

Relevant experience

• Wealth strategy and investment advice for individuals and families
• Superannuation and retirement planning, including SMSFs
• Intergenerational wealth transfer and estate planning
• Personal tax planning and philanthropic strategy

Lindzi is known for her calm, practical and deeply supportive approach. She takes the time to understand family dynamics, values and decision-making pressures, ensuring advice is not only technically sound but genuinely workable in real life. A strong advocate for financial capability, she helps clients develop robust financial habits and confidence, so they feel informed and in control rather than overwhelmed.

Her work sits at the intersection of tax, wealth management, and estate planning, allowing her to deliver integrated advice that helps families grow, protect, and transition their wealth across generations. By collaborating closely with family lawyers, accountants and other trusted advisers, Lindzi delivers coordinated advice that supports both immediate needs and long-term outcomes. Clients value her ability to translate complex financial issues into clear, structured strategies that evolve as their lives and priorities change.

Lindzi regularly shares her insights in publications including The Australian Financial Review, The Sydney Morning Herald and The Australian, contributing commentary on wealth management, life transitions and long-term financial planning.