Financial Fact Find | Capitaleyes

Expert Advice Since 1993

For over 30 years, businesses and individuals have benefitted from our services. Get in touch on (02) 9568 5555 to discuss your Financial Planning needs today.

Are we a good fit?

Book a free initial consultation to find out more about our Financial Planning services and to make sure we're a good fit for your needs.

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This document helps to provide us with accurate information about your personal and financial position.

These details — which are kept confidential — are required by law so we have reasonable grounds for making recommendations to you.

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Other Services

Accounting & Tax

Business Advice

Financial Planning Toolkit

Our videos and visual interactive marketing tools work to demonstrate to you how we can help manage important financial events in your life journey.

Please get in touch if you have identified an area where we can help.

View Financial Planning Toolkit

General Calculators

Managing my money

Superannuation

Retirement planner
(how to boost your super)
Superannuation calculator
(how fees affect your payout)
Super contributions optimiser
Super vs mortgage calculator
Super co-contribution calculator
Employer contributions calculator

Borrowing and credit

Mortgage calculator
Mortgage switching calculator
Mortgage health check
Personal loan calculator
(also suitable for car loans)
Credit card calculator

Retirement

Investing

If you have any questions about your situation as a result of using these tools, get in touch with us today.

Secure File Transfer

If you need a login, please contact us.

Video Conferencing via Webex

CAPITALEYES^® can help you organise an online video conference via Webex from anywhere in the world, 24 hours a day, 7 days a week.

This technology, from world leaders Cisco, allows you to meet with anyone online, in real time.

You can share audio, high-quality video and files over the internet to deal with your financial matters directly with CAPITALEYES^®.

Call us to find out how we can organise a video conference for you: (02) 9568-5555

MFAA Lending Calculators

If you have any questions about your situation as a result of using these tools, get in touch with us today.

Financial Planning Toolkit

Five Minute Financial Health Check

Take our '5 Minute Financial Health Check' for a quick guide to your current financial condition (new and current clients).

Financial Planning Explained

An explainer video that outlines what financial planning is and lists some of the financial planning options available to you.

How We Can Help

Watch our short video that explains how we, as your financial planner, can help you in securing a better future.

'About You' Questionnaire (New Clients)

Complete our 'About You Questionnaire' to help provide insight into your current financial position (new clients only).

'Changes' Questionnaire (Existing Clients)

Complete our 'Changes Questionnaire' to let us know of any changes in your life that should be considered in your existing Financial Plan (existing CAPITALEYES^® clients).