Why Choose Us?
Why do you need a financial planner? Its all about you
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:
01
Starting work or changing jobs and looking at superannuation options
02
Starting a family, and saving for education costs
03
Looking to invest for capital growth
04
Inheriting money, receiving redundancy payments or other lump sum payments
05
Getting married, or separating from a partner
06
Buying a house, or paying off the mortgage
07
Planning to retire
08
Starting work or changing jobs and looking at superannuation options
Why do you need a financial
planner?
Starting Out
You are young, and lifestyle is your priority. You want to strike the right balance by enjoying life without selling yourself short in the future. Right now, the important thing is to be armed with good information. You need to take steps to protect your lifestyle and prepare for your next adventure.
Young Family
You are young, and lifestyle is your priority. You want to strike the right balance by enjoying life without selling yourself short in the future. Right now, the important thing is to be armed with good information. You need to take steps to protect your lifestyle and prepare for your next adventure.
Professional
You work hard, and need to make the best use of your time. With an established career or family, you want to tie up any loose ends or uncertainty in your finances. With the idea of retirement beginning to tease you, there is every reason to get immediate clarity on your opportunities.
Retirement
You have traded employment for leisure. The average Australian will spend over 30% of their life in retirement. There is usually plenty of travel and social highlights, with a greater appreciation for family and the finer things in life. Your accumulated wisdom would caution you to have a plan in place and make the most of it!