First Capital Wealth Management offers clients a financial planning service that combines an indepth experience in financial and investment planning with a broader life-goal focus.
The market is crowded with commission driven advisers. In contrast, First Capital provides a boutique, fee based service supported by a powerful network of investment, tax and legal specialists.
Our Disclosure Statements are available upon request and free of charge.
You want to enjoy life now and also build wealth for the future. We offer unbiased advice to help you:
We draw up a financial plan and this becomes your road map. Your plan:
We are a fee based service and our advice is unbiased and personal to your circumstances. Our approach:
Makes life easier and more purposeful.
Our Portfolio Management Service has at its hub a “wrap” account which consolidates all your investment information in one place. It is designed to hold, trade and report on your portfolio of investments, and enables us to advise and manage your affairs effectively. Your portfolio cash account gives you access to four major currencies. Dividends and interest payments from your investments are collected in the relevant cash accounts.
If you are building wealth:
If you are now enjoying your wealth:
We work with you to ensure your portfolio continues to meet your needs by taking into account any change to your circumstances or changes in the economic environment.
We report to you regularly with a current portfolio valuation, investment income, cost values and performance, all transactions and the amount you have contributed. An end of year tax report shows all interest, dividends, tax withheld, imputation credits and foreign tax credits.