Managing Director
First Capital Financial Services
First Capital Financial Services Limited (FSP83083) is a specialist financial services firm that has been providing wealth management, risk management and employee benefits advice to corporate and SME businesses as well as individuals since 2002.
Over the years, First Capital has built up an extensive client base ranging from multinationals to individuals that demand expert advice and professional service when dealing with their financial advice needs. The incorporation of Cammell Consulting Group into the business in 2019 and a strategic relationship with Runacres Insurance (part of the AUB group) means First Capital has become one of the most influential financial advisory businesses in New Zealand.
With advisers in Auckland, Wellington and Christchurch, the First Capital team work together to deliver innovative financial solutions and services that meet the ever-changing needs of both current and prospective clients. First Capital’s commitment to achieve the highest level of professionalism in delivering these products and services ensure clients receive well-researched, tailored solutions that are the foundation for solid and long-term client relationships.
Our Approach
Innovation
What sets us apart from other financial services companies is that we endeavour to provide truly innovative advice and solutions to all our clients.
Quality Assurance
First Capital has a robust compliance model and peer review process to ensure clients always get the most appropriate solutions for their needs. We employ external research to ensure that only the most effective financial solutions are recommended to clients.
Office Administration
Your first point of contact with First Capital will probably be with our admin team. Often complimented by our clients, our team prides itself on fast, efficient and courteous service. Our sophisticated CRM system maintains excellent records of all client details providing our team with instant access.
Strategic Alliances
First Capital has strategic alliances with several prominent professional firms. This ensures our clients receive the very best advice and service in all areas of financial planning, from tax to trusts.
Impartial Advice
We have relationships with all the major financial institutions in New Zealand and, as such, can provide impartial financial advice that is best for our clients.
Adviser Remuneration
First Capital is unique compared to other financial service companies because all First Capital advisers are paid a salary and are not paid commission. This provides our clients with the confidence to know that all advice is based on their needs.
Skilled Advisers
Our advisers are all Financial Advice New Zealand (FANZ) members and hold professional qualifications, including the Certified Financial Planner qualification or New Zealand Certificate in Financial Services. They maintain their skills and knowledge of products and processes through ongoing professional development and education.
At First Capital, you can be confident that you:
will get quality advice from an experienced adviser who specialises in the relevant field
won't be pressured to buy a product - we are all salaried advisers
will be a client of First Capital, so get the benefits of a team effort
will receive all the advice in a written format that is clear and concise so you can understand it
be confident that you are dealing with true professionals who are all members of Financial Advice New Zealand and three of whom hold the globally recognised high-level Certified Financial Planner designation
Our Team
Our team is made up of a wide range of talented and qualified individuals, we're passionate about what we do and pride ourselves on our close and effective working relationship with our clients.
General Manager | Director
Lachie Gunn
Employee Insurance | Director
Kevin Iles
Head of Wealth Management | Director
Dai Eveleigh
Corporate Benefits | Director
Lars Bojsen-Møller
Financial Adviser
Cherie Chen
Financial Adviser
Philip Puttick
Financial Adviser
Kate Brookes
Administration Manager | Risk Management
Catherine Lods
Administration Manager | Employee Benefits
Ruth Fortune
Administrator | Risk Management
Nita Dixon
Administrator | Employee Benefits
Julia Kuhn
IT and Compliance Officer
Michelle Hayton
Administration Manager, Wealth Management
Unicia Veer
Administration Manager | Wealth Management
Samantha Ellis
Consultant | Corporate Benefits
John Ashby
What Our Clients Say
"We had business policies in place for many years to cover death and disability of the shareholders and loss of business income. We engaged the services of Hugh Percy of First Capital Financial Services to undertake a review of our policies.
Hugh questioned the needs of our business now and going forward, relative to the policies we had in place and given the financial maturity of the business and ownership structure of the company. The review highlighted significant cost savings and policy changes that were more relevant to our needs. Unfortunately as a result of the unexpected death of a majority shareholder at age 52, we had cause to test our policies and the changes we had made and advice received proved to be sound. First Capital ensured the claim process was quick and efficient.
Like many, we thought it would never happen to us, but having been through this experience we encourage every business to review their business insurance needs regularly. We have appreciated Hugh’s professionalism and advice, and at the end of the day First Capital has delivered when it counts"
“First Capital has been partnering with our company for 5 years. The relationship has been characterized by their professional approach to our business and employees’ needs. Their response and turnaround time are exceptional and their advice always very relevant and appropriate to the issues that we need to deal with”
"Dai Eveleigh was instrumental in managing the transfer of our investments from our previous advisers having experienced problems regarding contact, proactive advice and investment action.
Since working with First Capital Services we have seen a significant improvement in communications and the returns from investments in a difficult financial market.
Because of the relationship we have with Dai we are able to have regular discussions in respect of our objectives, financial risks and feel part of the decision process.
We would be very comfortable in recommending Dai and First Capital as a “user friendly” investment company"
“Hugh has worked tirelessly with our organisation to ensure we secured a fit for purpose policy plan for our staff in the competitive world of Medical Insurance. I can’t speak highly enough of the services provided by the First Capital team.
Hugh and Kevin have certainly gone the extra mile in facilitating on site briefings, throughout the country, to ensure our operational staff have had the opportunity to be fully informed on this staff benefit whilst Catherine and her team have been very professional in coordinating the wide range of questions and requests from our staff.
I am looking forward to working with Hugh and his team through the next phase as we explore the options available to us to expand the scheme to the whole of our Organisation
When faced with a financial problem, it is prudent to ask the expert. Dai Eveleigh and his colleague Kate Marino at First Capital Financial Services met all my expectations and fulfilled the task of transferring my UK policies into a comprehensive working portfolio here in NZ.
With day-to-day concise and succinct emails and an extensive interview at the commencement of our working relationship, Dai led me through the complex process with patience and humour. The whole course of action was achieved in a timely and proficient manner.
I would heartily recommend Dai Eveleigh to anyone in similar circumstances, as he is a professional, knowledgeable and an esteemed member of First Capital financial Services and a credit to the company.
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