Contact
Book a complimentary initial meeting with Private Capital Management to discuss Wealth Management and Financial Planning, Mortgage Broking or Personal Insurance. Meetings are available face to face at 1 Bligh Street in the Sydney CBD by appointment, or virtually for clients elsewhere in Australia and internationally.
Your initial meeting is complimentary and does not commit you to proceeding. We use the meeting to understand what you are looking for and determine how the relevant Private Capital Management service may be able to assist.
For investment strategy, superannuation, retirement planning, cash flow and broader financial planning within the agreed advice engagement.
For home loans, refinancing, investment property lending and more complex borrowing requirements through Private Capital Management's separate mortgage broking division.
For advice on life insurance, income protection, TPD, trauma and other agreed personal insurance needs.
Location
Private Capital Management meets clients by appointment at Level 26, 1 Bligh Street, Sydney NSW 2000. We also offer virtual meetings for clients across Australia and internationally.
Address
Level 26, 1 Bligh Street
Sydney NSW 2000
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Phone
Meetings
By appointment, in person or by video.
Private Capital Management is based in Sydney and meets clients at Level 26, 1 Bligh Street in the CBD by appointment. We work with clients throughout the Sydney CBD, Eastern Suburbs, North Shore and Inner West, as well as clients elsewhere in Australia and internationally through virtual meetings.
Step 01
Choose the service relevant to your enquiry and provide a few contact details.
Step 02
A member of the relevant Private Capital Management team will contact you to arrange a suitable time.
Step 03
Your initial meeting can be held at 1 Bligh Street by appointment or by video.
Step 04
If Private Capital Management can assist, the relevant service, scope, process and any applicable fees or remuneration will be explained before you proceed.
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
Speak with our team
Book a complimentary meeting