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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Many people believe their greatest asset is their home, car or investment portfolio. The truth is these assets would not exist if you did not have a reliable income.

As well as being necessary for survival, your ability to earn an income is in fact your greatest asset.

The pressure of paying bills and expenses is something you simply don’t need when you are incapacitated and unable to work.

A better, safer way

A plan that provides 75% of your gross income as financial assistance for you or your business is peace of mind, giving you the time to get well without added worry.

You can set up an income protection policy which is usually not expensive and can be paid monthly. The premiums are tax deductible.

The policy would provide monthly benefit payments to replace a significant portion of your income if you are injured or ill and unable to work.

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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

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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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