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.

 

What Our Clients Say