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.

Lending and Finance

Secure competitive funding as part of your balanced financial plan.

New Home? New Car?

We can facilitate car leasing, home financing and investment loans.

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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