Helping you design your financial future
AFSL: 281193
Start your journey towards financial security today
Getting the right plan in place for your particular stage in life is an ongoing process that starts with the development of a deep understanding of your individual situation and your goals.
Whether you’re a growing family trying to get ahead, a professional advancing through the senior years of your career, or you’ve done the hard yards and are now coming towards the end of your working life, the secret to financial success is the same: it all starts with a plan.
Services We Provide
Our strength lies in our attention to detail and delivering a professional, personal financial advices. Through close collaboration with our clients First Capital Financial Planning Pty Ltd. consistently deliver outcomes that meet our client's needs and expectations.
How can First Capital help you?
Our many years of successfully delivering strong outcomes for our clients are the result of our attention to detail and the partnership approach we take with our clients. We make it our mission to help educate you along the way to ensure you understand where you’re going, and deliver a professional financial program that aligns with your goals and aspirations. We’ll match you with an advisor with the experience best suited to your personal financial requirements and build an ongoing relationship with you to guide you on your financial journey.
Advising the education sector since 1985
Edplan
Advisers of choice for the teaching
community since 1985
Edplan has specialised in personal financial advice for teachers since 1985. We’re proudly known as the ‘education experts’ among the teaching community due to our long-standing relationship with the profession.
We are one of a limited number of education specialists, advising teachers on defined benefits schemes such as SAAS. Let EDPLAN help guide you on the best way to maximise your plans for retirement.
Our 6-Step Working Process
There are six key steps in our advising model that guarantee the effective delivery of holistic financial strategies. Our financial advisers are meticulously trained to break down your financial situation into the basic elements and rebuild the information in the form of appropriate wealth strategies.
The achievement of your goals, whether it be spend more time with your loved ones, do more of the things you love, or to travel the world, remain of paramount importance in our considerations.
1. We collect all relevant FACTS about you
Collecting all relevant FACTS about you
On your initial contact with us, we will provide you with a Data Collection Form and organise an appointment. Prior to your meeting, you should complete and return this Data Collection Form so that we can adequately prepare for your meeting.
2. We identify your GOALS and objectives
Identifying your GOALS and objectives
The adviser will take use the information gathered from your meeting, and with the help of our paraplanning and research team, a strategy will be devised on how to help you accomplish your goal.
3. We identify your financial ISSUES
Identifying your financial ISSUES
The adviser will take use the information gathered from your meeting, and with the help of our paraplanning and research team, a strategy will be devised on how to help you accomplish your goal.
4. We prepare a financial PLAN, called a Statement of Advice
Preparing a financial PLAN, called a Statement of Advice
A Statement of Advice will be generated and a second meeting or phone call will be made by the adviser to explain their recommendations to you. Your adviser will answer any questions or concerns you may have, and if need be, changes can be discussed.
5. We IMPLEMENT our recommendations to you
IMPLEMENTING our recommendations to you
Once you have accepted our recommendations, the necessary paperwork can be completed and lodged by our client support team. The client support team will form the basis of our relationship with you and will be your point of contact throughout the implementation process.
6. We regularly REVIEW your plan your changing circumstances
Regularly REVIEWING your plan your changing circumstances
After all the advice has been implemented, regular review meetings will be organised with your adviser. The review meeting is a very important part of the process as it is where the continued appropriateness of the advice will be analysed in light of changes to your personal circumstances.