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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The greatest impact of poor health is on the people closest to us. Our advice is to be financially prepared for unforeseen problems.

Term Life cover pays a lump sum on the death of the person insured or when a terminal illness is diagnosed. It is one of the easiest products to understand and it is usually the first one people consider.

Term Life cover may:

  • allow your family to repay debts, including a mortgage, personal loans, guarantees, credit cards or store cards
     
  • provide an adequate income for your dependants to pay living expenses, school fees, childcare and regular bills
     
  • protect your business if a key person or principal dies
     
  • provide a cash deposit to your estate, which may prevent other assets from being sold
     
  • This kind of insurance policy is inexpensive. If you are self-employed the premiums can be tax deductible and set up inside or outside a superannuation plan.

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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

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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).

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Financial Planning Explained

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

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How We Can Help

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

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'About You' Questionnaire (New Clients)

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

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'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).

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