First Capital Financial Planning – Helping people design their lives

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

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I confidently commend Paul and EDPLAN on presenting their knowledge of financial advice to a professional audience.

Peter, Principal

I am very happy to recommend EDPLAN to Principals and Executive Staff for speaking to school staff regarding financial planning.

Karin, Deputy Principal

I would like to express my gratitude for the advice I have received from EDPLAN.

Barry, Principal

EDPLAN gave staff a rare opportunity to consider their careers personally with 25% of our staff wanting to learn more!

Robyn, Principal

We tried other financial planners and some were interesting but lacked the back up and support that we needed. EDPLAN to the rescue!

Selwyn, Teacher

EDPLAN presented a most informative and worthwhile session at a recent staff meeting at our school.

Paul's seminar was highly relevant, and presented with great professionalism and confidence. It drew much praise and appreciation from our staff.

Wilson, Principal

The seminar presented was full of relevant information and offered in a way as not to make people feel obligated in any way.

Thankyou for your professionalism, it is clear to me that EDPLAN care about their clients and the delivery of their services.

Karen, Teacher

I extend my personal support to any initiative for extending financial advice to all teachers and DET employees.

Christine, Principal

I have been most impressed at the professional way they have managed my financial plan, I have no hesitation recommending EDPLAN

Harry, Principal

The structure EDPLAN has given us has given us an easy way to keep control of our money.

Gail, Teacher

I am very thankful and appreciative of the advice provided by EDPLAN.

They are always prompt to respond, we just feel that we can trust EDPLAN.

Kathii, Deputy Principal

I have been most impressed with their prompt and efficient manner.

…very clearly explained need for precise retirement planning. I believe anyone in our profession will benefit from the advice provided by EDPLAN.

Teachers who have received financial advice from EDPLAN and other reputable advisers are very happy that they sought this advice.

I appreciate Mankit's managerial and planning skills, and I personally trust him.

Rob, Teacher

We could not be happier with EDPLAN looking after us.

Alex, Retiree

I feel extremely comfortable accessing and planning my financial future through EDPLAN.

Deanie, Assistant Principal

EDPLAN has kept me on track and in line, I would have probably never have done anything for my future financially by myself!

Kerri, Principal

We are very, very happy with our financial adviser ... who we appreciate for his honest and clear communication.

Yvonne, Teacher

EDPLAN has been instrumental in our sleeping well last night, confident that the steps we are taking into the future will turn out for the best.

Ken, Principal

I feel excited about the future after every meeting. Motivational stuff, really.

Allen, Assistant Principal

I feel very comfortable knowing EDPLAN can ably assist me with my financial planning.

Margaret, Principal

I was a single mother of 4 young children, teaching full-time. I am now happily retired and able to lookforward to a financially healthy future.

Rosemary, Retired Teacher

My experiences have always been friendly, efficient and very helpful - the office are easy to contact and always helpful.

Bruce, Deputy Principal

Your advice has been encouraging and it's good to know that we are on a secure track for the years ahead.

Marianne, Head Teacher

Your investment advice has been spot on. We're very happy with the results!

June, Retired Teacher

Your presentation was well received and gave staff a rare opportunity to consider a personal aspect of their careers.

This is the most rewarding presentation I have ever seen.

Andrew, Manager

I have always been impressed by your honesty and the great interest you have always taken in my welfare as your client.

John, Retired Principal

I have dealt with EDPLAN for over 20 years, and have received great advice over this time. Highly recommended!

Brendan, Teacher

I've been really impressed by everyone I've dealt with, it's great to deal with absolute professionals who are pleasant at the same time!

Phil, Principal

I have been delighted with the timely and accurate advice and the personal and friendly service.

Raymond, Principal

My dealings with EDPLAN have been excellent, I feel very confident in their management of my financial plan.

Suzanne, Principal

I look forward to being able to continue the benefits gained through the excellent professional advice provided.

We now have a very positive view of our bank statements and are over the moon about our investments that are returning well.

Noelle, Teacher

The support from Caitlin and EDPLAN has been exceptional.

Josephine, Mother

Staff who sought advice from EDPLAN expressed great satisfaction with the advice and were very positive about the delivery.

Karin, Principal

I am just on the cusp of retirement I am thankful for the advice and the money I have saved!

Brian, Principal

The advice from EDPLAN has been of great benefit to me, with no problems whatsoever. Everything works and they're a phone call away.

Ross, Principal

EDPLAN have been able to answer any questions that we have had in a clear, concise and professional manner.

I have spoken to my staff about how vital I consider it that they seek advice from an authorised financial planner such as EDPLAN.

Mick, Principal

A great team that provide expert assistance.

Not only was I content with the advice given initially, but all the advice provided since then. EDPLAN holds my strong support.

Genette, Relieving Principal

The advice and support has been invaluable!

Toni, Principal

It's a great feeling knowing what your future looks like, and that all bases are covered financially if anything unexpected happens.

Simon, Head Teacher

Our future now looks secure and the whole process was effortless - no more fudging the budget!

Wendy, Teacher