Since being referred to Australian Private Capital a little over 2 years ago, we have been nothing but impressed by their professionalism and commitment toward meeting our financial needs. While the industry talks about 'holistic financial planning', the team at APC simply delivers. Entrusting our financial security to APC has been the best move we have ever made.
Phil & Carolyn Hoopmann, Melbourne
Australian Private Capital has provided us with a comprehensive plan incorporating quality advice in respect to the growth of our investments. Additionally, APC helped us to plan other areas of our life including the funding of our children's education, our wills and power of attorney and being able to attain our future retirement objectives.
The organisation of these aspects of our life, gives us a sense of security and peace of mind.
Kerry Hammer & Ian Broadbent, Melbourne
Whilst as a client of Australian Private Capital for over seven years we have identified many benefits derived from our association, there are two that most encapsulate what we see as major benefits to us.
The first is the professionalism of the organisation, which encompasses the quality, integrity competence and expertise of the staff, the level and timeliness of communications along with the high standard and consistency of advice provided.
The second relates to the extensive range of strategies that can be customised to meet our specific investment needs and objectives along with sophisticated systems that enable us to continually track and manage our investment portfolio.
Don & June Wood, Sydney
Australian Private Capital gives us regular professional feedback concerning our financial circumstances. The advice team has ensured that we fully understand the financial analysis, strategies and asset investment solution that we have employed within our wealth management plan. We enjoy the clear and transparent communication, especially with respect to fees.
Our bi-annual meetings give us a continuity of advice that keeps us on track to objectives. At our convenience, we can analyse the performance of our entire portfolio via the company’s website.
We find the investment briefings informative and professionally run and enjoy the small group sessions that allow for open and frank discussion. The annual client briefings have also been both informative and entertaining.
During the last seven years, we have enjoyed being clients of Australian Private Capital and we look forward to continuing the relationship in the years to come.
Tim and Helen Dowdell, Melbourne
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