Expert Advice Since 1993

For over 30 years, businesses and individuals have benefitted from our services. Get in touch on (02) 9568 5555 to discuss your Financial Planning needs today.

Are we a good fit?

Book a free initial consultation to find out more about our Financial Planning services and to make sure we're a good fit for your needs.

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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

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.

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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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