SMSF Specialists
Self-Managed Super is the fastest growing way to create family wealth.The Family Solution
Complete managed solutions, combining investment expertise with leading administration.Wealth Creation
The financial universe is huge! Tested solutions are essential.Uniquely Innovative
Our long standing Investment Research Committee continue to maintain and develop leading solutions for private investors.Risk Management
Bulletproof your lifestyle and protect your family, and your business.Bulletproof Your Lifestyle
Sleep better at night knowing that there is a “Plan B” if the unexpected occurs.Financial Education
Knowledge is power. Equip yourself with the right information.Knowledge Centre Online
Discover our huge library of online client resources.Retirement
Be prepared for your retirement, no time is too soon to think about it.Young at heart
Live your life with the peace of mind that only comes with knowing that your affairs are in order.and
much more…
First Capital Financial Planning = Intellectual Capital
Based in the Sydney CBD, our doors are always open. We are experts in creating financial designs for professionals and families, and our team is always available to handle the concerns and cares of our clients. We believe a financial plan needs to evolve and grow with you; our clients enjoy regular updates and talks from our staff to encourage a dynamic relationship between you and your wealth.
- Exclusive Managed Account Portfolios
- Dedicated, Personal Adviser for every client
- Priority Access to Research & Information
- Guaranteed Strategies, Premium Advice
- Highly respected financial services provider