Financial Planning

 

At Financial Planning we understand that a financially secure future involves much more than just planning for tomorrow.

A great financial future begins today — by budgeting your income, maximising your tax returns, and choosing the most competitive finance institutions to secure assets that will grow over time.

How we work to secure your future

are experts in all these fields. We focus on the vital elements that will help you, your family or your business build long-term wealth so you can relax in later years.

We are happy to visit you at your home or workplace; or you are welcome at our office where, along with great advice, we promise you one of the best coffees in town.

Accreditation

is authorised under InterPrac, a member of the Financial Planning Association.

Services 

Investments, superannuation, insurance, estate planning and more.

Financial services guide 

This document will help you decide whether to use any of our financial services.

Financial fact find 

This document helps to provide us with accurate information about your personal and financial position.

Risk profiling questionnaire 

The investment risk profile questionnaire is one tool we use to help us understand your attitude to risk.

How to maximise your assets 

This guide outlines our approach to working with you to help you build a secure financial future.

Latest financial planning news 

We keep you up-to-date with all the big picture financial news that is likely to impact Australian investors.

For an obligation-free chat about your needs, aspirations or concerns — and for one of the best coffees in town — please call our Dulwich Hill office (02) 9568 5555

Testimonials for our financial planning

“Charbel and Georgia have looked after me for many years now and I still bless the day I walked into their office!  My finances are organised and I know that a personal interest is taken in my financial well being.  I look forward to the years ahead with Capitaleyes.”

Pamela Hubbard
Dulwich Hill — New South Wales

October 2012