Julius Capilitan - Managing Director and Primary Financial Advisor
A Wellington local, Julius spent his childhood in the Wairarapa at Rathkeale College. His strong passion for simplifying financial services and doing the right thing for his clients is driven.
Julius has contributed the last seventeen years to New Zealand’s financial services industry, working for firms such as Kiwi Bank, ANZ, AXA and NZ Stock Exchange, building his experience in Funds Management, Commercial & Business Banking, Retail Lending and various other management roles.
Having gained significant knowledge and experience around KiwiSaver Fund, trading shares as a fund manager to providing personal and business risk protection for banking clients, Julius now runs his own financial services firm with a strong focus on delivering a broad spectrum of solutions to our clients.
A strong believer in customer advocacy, Julius believes that transparency, authenticity and accountability are key to ensuring that customers are given the right advice on their financial situation to make informed choices and get the best outcomes.
Dominic Vermeulen - Sales Associate
Dominic manages all client enquires and the day-to-day operation of the business. He has finished his studies at Victoria University, majoring in marketing and finance. Dominic is also about to start his qualifications to become a financial advisor. His previous experience has been in hospitality roles with the focus being customer service.