Financial Adviser Maitland, Newcastle & Hunter Valley
Looking for Personalised Financial Advice Focussed on You? Welcome to Capita Wealth Advice.
At Capita Wealth Advice we put you in control, empowering you to live the life you choose. We take the time to get to know you and what you want from life.
We will undertake a strategic analysis of your financial state and unearth opportunities to improve and empower your financial decisions. Our guidance is tailored to you and is easy to understand because we take time to listen and understand your needs.
Capita Wealth Advice is about advice not sales. We do not pay or receive referral fees with financial institutions or products. This allows us to find the best solution in the market to help you take the next step towards achieving your wealth goals.
Financial Adviser Newcastle & Hunter Valley
Looking for Independent Financial Advice? Welcome to Capita Wealth Advice.
We are an Independent Financial Advisor empowering you to live the life you choose. At Capita, we take the time to get to know you and what you want from life.
We will undertake a strategic analysis of your financial state and unearth opportunities to improve and empower your financial decisions. Our guidance is tailored to you and is easy to understand because we take time to listen and understand your needs.
Capita Wealth Advice is about advice not sales. As an independent financial advisor we take no fees, commissions or kickbacks and have no referral arrangements with financial institutions or products. This allows us to find the best solution in the market to help you take the next step towards achieving your wealth goals.
Financial Adviser Maitland, Newcastle & Hunter Valley
Looking for Independent Financial Advice? Welcome to Capita Wealth Advice.
We are an Independent Financial Advisor empowering you to live the life you choose. At Capita, we take the time to get to know you and what you want from life.
We will undertake a strategic analysis of your financial state and unearth opportunities to improve and empower your financial decisions. Our guidance is tailored to you and is easy to understand because we take time to listen and understand your needs.
Capita Wealth Advice is about advice not sales. As an independent financial advisor we take no fees, commissions or kickbacks and have no referral arrangements with financial institutions or products. This allows us to find the best solution in the market to help you take the next step towards achieving your wealth goals.
Our Services
At Capita Wealth Advice, all our services are conversation driven.
We’ll never recommend anything until we’ve got to know your situation, needs and goals first — then we work together to plan your steps to financial freedom.
About Us
Why Capita Wealth Advice
With a Financial Guide at your Side, your Journey to a Brighter Future has just begun.
Paul Atkin, our principal and owner, has a wealth of experience and provides a comprehensive financial advice service to clients. Paul is here to understand where you are in life, map and guide your steps to financial freedom, and help you feel good about it all.
Established by Paul in 2005, Capita Wealth Advice has been helping Hunter Valley locals plan for their future and achieve their goals for nearly 20 years.Â
Servicing Newcastle, the Hunter Valley, Lake Macquarie and the Central Coast, Paul is able to meet clients at his office in Kurri Kurri, via video conferencing, and outcalls as requested.
When it comes to your financial goals, it helps to talk about them, think about them, and, most importantly, dream a little. Let’s start a conversation today.
Testimonials
What Our Clients Say
Inspirational Speaker
About Us
Why Capita Wealth Advice
With a Financial Guide at your Side, your Journey to a Brighter Future has just begun.
Paul Atkin, our principal and owner, has a wealth of experience and provides a comprehensive financial advice service to clients. Paul is here to understand where you are in life, map and guide your steps to financial freedom, and help you feel good about it all.
Established by Paul in 2005, Capita Wealth Advice has been helping Hunter Valley locals plan for their future and achieve their goals for nearly 20 years.Â
Servicing Newcastle, the Hunter Valley, Lake Macquarie and the Central Coast, Paul is able to meet clients at his office in Kurri Kurri, via video conferencing, and outcalls as requested.
When it comes to your financial goals, it helps to talk about them, think about them, and, most importantly, dream a little. Let’s start a conversation today.
Testimonials
What Our Clients Say
Inspirational Speaker
About Us
Why Capita Wealth Advice
With a Financial Guide at your Side, your Journey to a Brighter Future has just begun.
Paul Atkin, our principal and owner, has a wealth of experience and provides a comprehensive financial advice service to clients. Paul is here to understand where you are in life, map and guide your steps to financial freedom, and help you feel good about it all.
Established by Paul in 2005, Capita Wealth Advice has been helping Hunter Valley locals plan for their future and achieve their goals for nearly 20 years.Â
Servicing Newcastle, the Hunter Valley, Lake Macquarie and the Central Coast, Paul is able to meet clients at his office in Kurri Kurri, via video conferencing, and outcalls as requested.
When it comes to your financial goals, it helps to talk about them, think about them, and, most importantly, dream a little. Let’s start a conversation today.
Testimonials
What Our Clients Say
Inspirational Speaker
