Private Capital Management

Private Capital Management is a privately held wealth management (financial planning) and mortgage broking company based in Sydney. We are a team of experienced and educated practitioners. Although we have clients internationally and interstate, our clients typically come from the Sydney CBD, Eastern Suburbs, North Shore and Inner West.

Do you need a financial plan? We can help you with your financial planning needs by creating a strategic plan by growing your wealth and securing your future. Financial Planning (or Wealth Management as it is also known) supports clients to build wealth, become financially secure or navigate difficult financial circumstances.

A small superannuation fund is a superannuation fund that has less than five members and includes two categories: SMSFs or Small APRA funds (SAFs). The main difference between these two categories is the trustee structure. With an SMSF, the trustee entity is generally designed to be the same as the membership.

Concerned about protecting your high income and covering your liabilities? We can help you protect your wealth in time of need either through your passing or inability to work. Insurance plays a critical role within any financial plan completed by your financial planner or wealth manager. Building wealth and a secure financial future is much more than investing in shares and property.

Do you need a Mortgage Broker? We can help you secure market leading home loan products with competitive interest rates with a seamless application process. Mortgage broking is quickly becoming the mode-of-choice for Australian's considering their lending and home loan needs.

Private Capital Management supports our clients by acting as an intermediary between the lender and client, meaning we complete all the administration and lending work to ensure our valued clients save time and money.You will engage us as your Mortgage Broker during this process. As your mortgage broker, we do all the research, find competitive rates depending on the client, then complete the lending process from start-to-finish.