Our People

Julius Capilitan -  Primary Advisor 

A Wellington local, Julius spent his childhood years in Wairarapa at Rathkeale College. He is driven by his strong passion for simplifying financial services and doing the right thing for his clients.

Julius has contributed his last seventeen years to this 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 of customer advocacy, Julius believes that transparency, authenticity and accountability are key to ensure that customers are given the right advice on their personal financial situation so that they can make the best choices in order to get the best outcomes.