How can First Capital help you?

Most people choose to see a financial adviser at significant turning points in their life. They may need an expert to help them consider their options and to understand financial products, tax laws or the benefit system. Once people find an adviser with whom they’re comfortable, a long-term relationship often develops with regular meetings to review changing needs. People most often consult a financial planner when:

  • Starting work or changing jobs and looking at superannuation options
  • Getting married, or separating from a partner
  • Starting a family, and saving for education costs
  • Buying a house, or paying off the mortgage
  • Looking to invest for capital growth
  • Planning to retire
  • Inheriting money, receiving redundancy payments or other lump sum payments