First Capital Financial Planning Pty Ltd is a renowned financial advisory firm based in Sydney, Australia, holding an AFSL since 2004. With a team of experienced and skilled financial advisers, they offer superior financial planning solutions to clients, combining expertise in traditional markets and digital asset markets. Edplan, a wholly-owned business of First Capital, has been dedicated to serving the financial needs of the teaching industry since 1985, earning a reputation as the ‘education experts’ among the teaching community.
The core philosophy of First Capital is to deliver innovative solutions that provide financial security, enable desired lifestyles, and create exceptional experiences for both clients and staff. Through a collaborative team of advisers and efficient administration, they consistently deliver outcomes that meet clients’ needs and expectations. specialising in personal financial advice for teachers, Edplan offers tailored guidance on defined benefits schemes such as SAAS, helping educators maximize their retirement plans and achieve financial stability.
With a strong focus on attention to detail and a partnership approach with clients, First Capital emphasizes the importance of creating personalized financial programs aligned with individual goals and aspirations. The team, led by experienced professionals like Director Adviser Paul, Office Manager Margaret, and High Level Advisor Support Raj, is dedicated to guiding clients on their financial journey, providing expert assistance, and ensuring long-term financial well-being for all clients.