Expert Advice Since 1993

For years now, many people have benefitted from our services. Get in touch on (02) 9568 5555 to discuss your Financial Planning needs today.

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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.

Our Financial Planning Services 

Important Documents

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.

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

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Capitaleyes
Phone: 02 9568 5555
3/471-473 Marrickville Rd
Dulwich Hill NSW 2203
Entrance: Seaview St

General Calculators

If you have any questions about your situation as a result of using these tools, get in touch with us today.

Secure File Transfer

If you need a login, please contact us.

Video Conferencing via Webex

can help you organise an online video conference via Webex from anywhere in the world, 24 hours a day, 7 days a week.

This technology, from world leaders Cisco, allows you to meet with anyone online, in real time.

You can share audio, high-quality video and files over the internet to deal with your financial matters directly with .

Call us to find out how we can organise a video conference for you: (02) 9568-5555

MFAA Lending Calculators

If you have any questions about your situation as a result of using these tools, get in touch with us today.

Financial Planning Toolkit

Five Minute Financial Health Check

Take our '5 Minute Financial Health Check' for a quick guide to your current financial condition (new and current clients).

Take the Health Check now

Financial Planning Explained

An explainer video that outlines what financial planning is and lists some of the financial planning options available to you.

Watch Video

How We Can Help

Watch our short video that explains how we, as your financial planner, can help you in securing a better future.

Watch Video

'About You' Questionnaire (New Clients)

Complete our 'About You Questionnaire' to help provide insight into your current financial position (new clients only).

Take the Health Check now

'Changes' Questionnaire (Existing Clients)

Complete our 'Changes Questionnaire' to let us know of any changes in your life that should be considered in your existing Financial Plan (existing clients).

Take the Health Check now