Jordan Capel

Jordan joined BHP Financial Planning in August 2018 and has developed extensive experience working with business owners, supporting their transition from building and growing their businesses to planning for life beyond, ensuring their long-term financial goals remain on track.

He works closely with accountants to deliver joined-up, tax-efficient strategies and provides tailored advice across retirement planning, wealth structuring, and ongoing financial management.

Jordan believes successful financial planning goes beyond technical expertise, recognising that decisions around wealth are shaped by behaviour, experience, and personal values. By combining strong technical knowledge with a calm and thoughtful approach, he helps clients make consistent, well-considered decisions rather than reacting to short-term uncertainty.

His focus is on simplifying complexity, challenging assumptions, and ensuring that strategies align with what truly matters to each client and their family, giving them confidence in both their plan and their ability to stay the course.

In addition to his client work, Jordan is a member of the firm’s Investment Committee and Senior Management Team, contributing to the development of the investment proposition and wider business strategy.