Private Capital Management
partnering with clients
Our goals, ethos, and client charter
About Private Capital Management.
Private Capital Management is a privately held wealth management (financial planning) and mortgage broking company based in Sydney. We are a team of experienced and educated practitioners.
Although we have clients internationally and interstate, our clients typically come from the Sydney CBD, Eastern Suburbs, North Shore and Inner West. We also offer Virtual Online Meeting Services for clients.
We pride ourselves on our diverse client relationships from young professionals to sophisticated investors who are high income individuals or couples. We believe this diversity of thought and experience allows the team to understand all auspices of our clients financial journey.
Our wealth management philosophy is disciplined, long-term, and factors in many investment considerations including cost and tax. Each client receives a bespoke investment strategy which is specifically tailored and objective-driven.
Our mortgage broking and finance services aim to provide clients with a competitive lending platform with access to over 30 lenders. We have supported high income clients ranging from First Home Owners to seasoned Property Investors with sophisticated property portfolios.
Private Capital Management was established to provide clients an integrated, intelligent and holistic mortgage broking and wealth management (financial planning) experience.
Our values and ethos are built on exceptional customer service, with trust and ethics guiding our work to the highest standard.
We aim to be both architect and engineer when it comes to all things money, with many of our clients coming from the Greater Sydney Region, including the Sydney CBD, Eastern Suburbs, North Shore and Inner West.
We use our diversity of experience to typically support high income young professionals, first home buyers, sophisticated investors and business owners.
- Innovative technology-driven financial planning services driven by cost-effective solutions.
- Not affiliated with any financial institution – meaning we provide products and services that are in our clients best interests.
- Mortgage & Finance Broking Services.
- Access to over 30 lenders meaning that clients have the opportunity to review many lenders rather than one banks product.
MEET OUR TEAM
Nathan S. Ide
Nathan has over 13 years financial markets experience within Investment Banking, Investment Management and Wealth Management and has worked within some of the worlds largest banks. Nathan has presented at TED looking at Australia’s superannuation industry and has been a frequent presenter at the Australian Securities Exchange and many industry events.
Nathan attended St. Paul’s College, within the University of Sydney, and holds a Bachelor of Commerce. He also holds a Master of Business Administration (University Prize) also from the University of Sydney, and is authorised by ASIC to provide Financial Advice (RG146) and Credit Advice (RG209). Nathan is a Justice of the Peace and registered Tax Financial Adviser.