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 and Primesure (both of which are part of the AUB group) means First Capital has become one of the most influential financial advisory businesses in New Zealand.
In November 2023 Vitality Works and First Capital Financial Services joined forces to create Vitality Works NZ Limited, a groundbreaking venture set to revolutionise workplace health and financial wellbeing services. This partnership leverages Vitality Works' expertise in workplace wellbeing solutions and First Capital's excellence in financial services to usher in a transformative era for both employees and employers. The venture recognises the deep connection between mental health and financial wellbeing, significantly impacting overall health and happiness. Research highlights that financial stress affects employees, with most New Zealanders concerned about money-related issues. The venture aims to offer comprehensive and unique solutions to support happier, healthier employees by combining Vitality Works's wellbeing expertise with First Capital's financial insight.
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 achieving the highest level of professionalism in delivering these products and services ensures 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 Benefits | Director
Kevin Iles
Head of Wealth Management | Director
Dai Eveleigh
Head of Employee Benefits | Director
Lars Bojsen-Møller
Head of Risk Management
Dean Logan
Financial Adviser | Risk Management
Cherie Chen
Financial Adviser | Employee Benefits
Michael Harbott
Financial Adviser | Risk Management
Aaron Tong
Financial Adviser | Wealth Management
Kate Brookes
Financial Adviser | Wealth Management
Janet Britz
Administration Manager | Employee Benefits
Catherine Lods
Administration Manager | Employee Benefits
Ruth Fortune
Administrator | Employee Benefits
Julia Kuhn
Administrator | Risk Management
Nita Dixon
Administrator | Risk Management
Sarah Glasson
Digital and Compliance Officer
Michelle Hayton
Administration Manager | Wealth Management
Fraser Canning
Employee Benefits | Consultant
John Ashby
Administration Manager | Wealth Management
Samantha Ellis
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 investment returns in a difficult financial market.
Because of our relationship with Dai, we can have regular discussions regarding our objectives and financial risks and feel part of the decision process.
We would be very comfortable 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. They fulfilled the task of transferring my UK policies into a comprehensive working portfolio 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 esteemed member of First Capital Financial Services and a credit to the company.
Abridged version:
"I have been living in New Zealand for 16 years now. I had a small pension I had totally forgotten about from working in the UK ….. I chose to cash the pension out and transfer the funds to New Zealand. This has provided me with a nice lump sum to pay off a large part of my remaining home loan. Although this is legal and allowed, the pension provider and other bodies try very hard to make it seem like it is not possible or allowed. If you wish to do the same, you need to get some advice from someone who knows what they are doing, or you will probably give up and put it into the too-hard basket. I came across Dai Eveleigh from First Capital in Christchurch. Dai supported me at all stages of this process and offered obvious advice. I found him to be very professional and helpful. As a teacher, I have never really had large amounts of cash to move around, so most of what was involved could have been written in Latin, as far as I am concerned. Anyway, the whole process went smoothly and without issue. Dai knows the process inside out, and I found his fees well worth the service.
He is your man if you are looking for advice on pensions."
Dai and his team at First Capital were an absolute pleasure to work with. Dai’s expertise, knowledge and guidance made a huge difference in our move to New Zealand. His advice and clear explanation of our options for transferring our UK Pensions were excellent. More importantly, the execution of his strategy was flawless, providing us with the NZ funds we required at a great exchange rate. Dai’s help and professional advice confidently guided us through the process at every step.
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