Wealth · Lending · Insurance
Private Capital Management is a privately owned Sydney firm providing Wealth Management & Financial Planning, Personal Insurance and Mortgage Broking through specialist service divisions.
We help professionals, doctors, lawyers, business owners, investors and families build, manage and protect their wealth, with specialist expertise available across each area of our business.
Privately Owned
Sydney based firm
Sydney CBD
Level 26, 1 Bligh Street
Licensed and Accredited
Financial advice and mortgage broking
30+ Lenders
Mortgage broking relationships
Our Services
Private Capital Management brings together specialist expertise across Wealth Management & Financial Planning, Personal Insurance and Mortgage Broking. Each service has its own scope and engagement, allowing clients to access the specialist expertise they need as their circumstances evolve.
Build, manage and protect your wealth through considered financial planning, investment advice and long-term strategy tailored to your circumstances and objectives.
Explore wealth management
Arrange home loans, refinancing and investment property lending through our specialist mortgage broking division and relationships with more than 30 lenders.
Explore mortgage broking
Protect your income, family and financial position through advice on life insurance, income protection, TPD and trauma cover.
Explore personal insurancePrivate Capital Management works with clients across different stages of their financial lives, from building investment wealth and planning for retirement to arranging property finance and protecting income and family security. Our privately owned Sydney firm combines specialist expertise with long term client relationships.
Wealth management and financial planning needs can become more complex as income, investments, assets and responsibilities grow.
Wealth management and financial planning for medical professionals with complex incomes, investment goals, superannuation and long-term wealth building needs.
Wealth management and financial planning for lawyers and legal professionals as income, investments, property and longer-term financial objectives become more complex.
Support can include personal wealth planning, with separate PCM specialist services available under their own engagement where relevant.
Clients may access Wealth Management & Financial Planning or the separate Mortgage Broking division depending on the service required.
Financial planning focused on retirement income, superannuation, investment structure and long-term financial security.
Privately owned Sydney firm with a CBD office at Level 26, 1 Bligh Street.
Senior team experience across investment markets, banking, treasury and wealth management.
30+ lender relationships within the separate Mortgage Broking division.
Face-to-face Sydney meetings plus virtual service for clients elsewhere in Australia and overseas.
Client Reviews
See what clients say about working with Private Capital Management for financial advice and mortgage broking in Sydney and across Australia.
5.0 from 136 reviews
DSULTANA
We were so fortunate to have Nathan referred to us by a family member. From the very beginning, his professionalism, patience, and availability were t…
BEN C.
Nathan and his team were thorough, quick and I thoroughly enjoyed my experience with them. I was new to the home buying process, and they took the tim…
MATT W
Nathan and his team have helped us through a complex buying and selling process with our properties and we couldn't be happier with the results. He wo…
