What sets us apart from other financial services companies is that we endeavour to provide truly innovative advice and solutions to all our clients.
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 only the most effective financial solutions are recommended to client.
We have relationships with all the major financial institutions in New Zealand and as such are able to provide impartial financial advice that is best for our client.
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 given to them is based on their needs.
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 state of the art sophisticated CRM system maintains excellent records of all client details providing our team with instant access.
Our advisers are all members of Financial Advice New Zealand (FANZ) 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.
First Capital has strategic alliances with a number of prominent professional firms to ensure our clients receive the very best advice and service in all areas of financial planning from tax to trusts.