Business Details
33 Years
experience
Your Trusted Financial Partner in Dulwich Hill
CAPITALEYES is dedicated to empowering clients to achieve their financial goals through tailored solutions. With over 30 years of experience, we combine integrity and expertise to deliver accounting, tax, and financial planning services that stand the test of time. Our team prioritizes understanding your unique circumstances, whether personal or business-related, to craft strategies that align with your objectives. We specialize in SMSF management, investment planning, estate planning, and insurance, ensuring comprehensive coverage for your financial future.Leveraging advanced technology, we provide seamless communication and transparent processes, enabling clients to monitor progress in real time. Our commitment to ethical practices and client-centric service has established us as trusted advisors in the industry. We focus on simplifying complex financial landscapes, allowing clients to concentrate on their priorities while we handle the intricacies of wealth management. Our approach emphasizes long-term partnerships, ensuring adaptability to evolving financial needs and regulatory changes.
Services
Financial Planning
Tax Advisory
SMSF Management
Estate Planning
Investment Strategies
Business Valuations
Insurance Solutions
Accounting Services
Audit & Compliance
Loans & Mortgages
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of specialized expertise in financial planning and tax advisory.
- Our personalized strategies adapt to your unique financial circumstances and goals.
- Comprehensive services span SMSF management, estate planning, and investment advice.
- We utilize advanced cloud technology for transparent, real-time client collaboration.
- Ethical practices and compliance ensure trustworthy, long-term partnerships.
What people say
Expert guidance
Personalized solutions
Trusted advisors
Comprehensive services
Reliable support
Services
SMSF Management
Self-Managed Super Funds (SMSF) require specialized expertise for setup, compliance, and investment strategy. At CAPITALEYES, we guide clients through trustee selection, investment structuring, and annual audits. Our services include tax-effective planning, asset allocation, and legislative compliance to ensure your superannuation grows securely. With Charbel Fahds dual expertise as a licensed financial planner and registered SMSF auditor, we provide end-to-end support tailored to your retirement goals.
Financial Planning
Our financial planning integrates tax optimization, investment growth, and risk management to build sustainable wealth. We assess your current financial position, define long-term objectives, and create diversified strategies to mitigate risks. Services include cash flow analysis, debt reduction plans, and retirement forecasting. By aligning your assets with your aspirations, we ensure financial security for you and your family, adapting strategies as life circumstances evolve.
Estate Planning
Effective estate planning ensures your assets transfer seamlessly to beneficiaries while minimizing tax liabilities. We assist in drafting tax-effective wills, establishing testamentary trusts, and coordinating superannuation nominations. Our approach safeguards your estate against probate challenges and incorporates power of attorney arrangements. By addressing non-estate assets like joint holdings, we ensure your legacy aligns with your wishes, providing peace of mind for future generations.
Investment Planning
Investment planning at CAPITALEYES focuses on diversification and asset allocation to maximize returns while managing risk. We analyze your risk profile, financial goals, and time horizon to design customized portfolios. Services include market analysis, performance monitoring, and rebalancing strategies. Whether for personal wealth growth or business expansion, our data-driven approach ensures your investments align with evolving economic conditions and personal objectives.
Insurance Solutions
We provide tailored insurance advice to protect against lifes uncertainties, including term life, disability, and trauma coverage. Our solutions safeguard your income, business interests, and familys financial stability. We assess your needs to recommend policies that balance affordability with comprehensive protection. For businesses, we offer buy/sell agreements and guarantor protection, ensuring continuity during unforeseen events like disability or death of a key partner.
People
Charbel Fahd
Financial Planner & SMSF Auditor
Charbel Fahd is a qualified financial planner and registered SMSF auditor with over 30 years of experience. He specializes in self-managed super funds, investment strategies, and tax-effective planning. His expertise ensures clients receive compliant, forward-thinking financial solutions.
Questions
What financial services does CAPITALEYES offer?
We provide financial planning, SMSF management, tax advisory, estate planning, investment strategies, insurance solutions, business valuations, and accounting services tailored to individual and business needs.
How can CAPITALEYES help with SMSF setup?
We guide clients through SMSF establishment, including trustee selection, compliance, investment strategy development, and annual audits, ensuring adherence to legislative requirements and tax efficiency.
Do you offer personalized investment advice?
Yes, we create customized investment plans based on your risk tolerance, financial goals, and market conditions, focusing on diversification and long-term growth.
What areas do you service?
We serve Dulwich Hill, Marrickville, Canterbury, and surrounding suburbs across Sydney, offering in-person and virtual consultations via Webex for convenience.
Can I book a free initial consultation?
Yes, we offer a free, no-obligation consultation to discuss your financial goals and determine if our services align with your needs.
Reviews (5)
Amy Richards
Jan 20, 2022
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I was put in contact with Charbel after a very complex tax scenario involving international taxation hoops and various challenges. I'd avoided doing my tax for over 3 years due to the complexity & issues associated with completing it. Charbel and the team at CapitalEyes worked diligently, and researched all of the various issues and exceeded all of my expectations. That was over 3 years ago. I'll be a loyal customer of CapitalEyes for as long as I have any financial requirements. A beautiful business that genuinely cares about the individual needs of it's clients.
Gina Shinas
Nov 26, 2021
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As a client of CapitalEyes for over 15 years, I can highly recommended Charbel, Georgia and their highly skilled, friendly knowledgeable staff in all areas of finance, tax, business and accounting. I have instilled all my trust and confidence in them year in year out and they have always provided me will the most valuable, thorough, high quality and efficient professional advice. Thank you to the CapitalEyes team.
Andrew Kavuzlu
Sep 19, 2021
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Charbel and his team have been looking after our family's financial affairs for more than 20 years now. He has always been very willing to share his knowledge and offer additional beneficial advice. With his friendly manner and sense of humour , he turns serious accounting discussions into a pleasant rendezvous which we look forward to every year. I can strongly recommend Capitaleyes for their professionalism and great service.
Tony Liolio
Sep 14, 2021
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I have known Accountant Charbel Fahd at Capitaleyes for many years now.I have been going to see him for all my business accounting, tax returns, and all financial matters. I find that Charbel solves all my accounting matters with utmost professionalism, he makes it easy, explains everything that needs to be done using the KISS method. The customer service is absolute respect at all levels, a smile, a cup of tea and the service is second to none. I have no hesitation in recommending Capitaleyes Accounting and Financial Services with the Highest Quality 'for more and a 5-Star' Rating.
Nassif Abouzeid
Sep 14, 2021
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Positive:Responsiveness
Being a client of Capitaleyes accounting firm gave me a piece of mind for a decade. I can strongly recommend the firm to be trusted with all your business and personal accounting.
Being a client of Capitaleyes accounting firm gave me a piece of mind for a decade. I can strongly recommend the firm to be trusted with all your business and personal accounting.
