Private Capital Management
About our work and 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 pride ourselves on our diverse client relationships, with Business Owners, Professionals, Doctors and Lawyers deciding to have partnered with us. 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 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 service Business Owners, Professionals, Doctors and Lawyers.”
Nathan S. Ide
Innovative technology-driven wealth management services and access
All Financial Plans reviewed by Qualified Lawyers
Mortgage & Finance Broking Services
Access to Over 30 Lenders
MEET OUR TEAM
Nathan S. Ide
Nathan has over 12 years financial markets experience within Investment Banking and Investment Management and has worked within some of the worlds largest banks. He has presented at TED looking at Australia’s superannuation industry and has been a frequent presenter at the Australian Securities Exchange. Nathan is also a member of the Union, University and Schools Club of Sydney.
Nathan attended St. Paul’s College, within the University of Sydney, and holds a Bachelor of Commerce. He is also in the final stage of a Master of Business Administration also at the University of Sydney, and is authorised by ASIC to provide Financial Advice (RG146) and Credit Advice (RG209).
Sarah holds a Masters Degree in Applied Commerce, from the University of Melbourne. She graduated in 2008. Her specialization was in accounting and she is a CPA.
She has an encyclopaedic knowledge of risk insurance and oversees the delivery and implementation of all of our risk advice.
Sarah is bi-lingual, being fluent in English and Mandarin.
IT and Marketing
Wilbert holds dual degrees from Monash University – Commerce and Business Information Systems.
He commenced his professional career in business advisory at a mid-tier accounting and financial planning firm, where he worked successfully for several years.
He is now following his real passion for applying online marketing strategies and innovative technologies in financial services.
The accounting profession’s loss is very much our gain.