First Capital Financial Services

First Capital Financial Services, based in Christchurch, New Zealand, provides a range of financial services including wealth management, risk management and employee benefits, catering to clients across New Zealand, including Auckland.

WHO WE ARE:

• We are a team of experienced financial advisers, led by Managing Director Hugh Percy, with a wide range of expertise in wealth management, risk management and employee benefits.
• Our company values professionalism and excellence in delivering financial solutions, striving to meet the ever-changing needs of our clients.
• We are part of the Gallagher Group of Companies, offering a strong foundation for our clients’ financial needs.

WHAT WE DO:

• We offer bespoke wealth management services, including investment and portfolio management, tailored to individual financial goals.
• Our risk management services provide effective, research-based insurance solutions for both business and individual clients.
• We also specialise in employee benefits, providing innovative solutions for corporate clients of all sizes.

WHY CHOOSE US:

• We provide specialist, research-driven advice from an experienced team, ensuring our clients receive the best possible guidance.
• Our objective is to deliver innovative financial solutions that meet the changing needs of our clients, with a focus on professionalism and excellence.
• As part of the Gallagher Group of Companies, we offer a high level of expertise and resources, benefiting our clients.

FAQ
1. What types of financial services do you offer?
We provide a range of financial services, including wealth management, risk management and employee benefits, designed to meet the diverse needs of our clients.

2. How do you approach wealth management for your clients?
Our wealth management services are bespoke, tailored to each client’s individual financial goals and include investment and portfolio management.

3. What types of businesses do you provide employee benefits for?
We provide employee benefits for a wide range of businesses, from large companies to smaller employers, offering innovative solutions to meet their specific needs.