living
The goal is
life on
your terms.
ABOUT US
CAPITALISE WEALTH MANAGEMENT was established in 2015 with a primary aim of offering Independent professional holistic Financial Planning services.
Our service offering as Independent financial advisors ensures that prospective clients will benefit from a continued and broader based partnership with CAPITALISE WEALTH MANAGEMENT for the following main reasons:
Free budgeting and planning
Open and transparent communication
Access to the services of a registered CFP®
Independant advice
Free initial portfolio reviews, and free annual reviews thereafter
Insight to the latest offerings and current market trends
CAPITALISE WEALTH MANAGEMENT would be most agreeable to make oral presentations in support of our proposals to prospective client in more detail.
CAPITALISE WEALTH MANAGEMENT is owned and run by Christopher Allen, an experienced financial services professional, having worked in institutions over the past 24 years such as PSG, Cardif Pinnacle (a BNP Paribas owned company), Lombard Insurance, Appleton Fund Managers and HBP stockbrokers in London since 1999.
OUR MISSION
Our mission is to become a recognised and reputable Financial planning and Wealth Management business for both small, medium sized businesses, as well as private clients in South Africa.
We are committed to doing business to the highest ethical standard, providing exceptional service, maintaining integrity, and never forgetting our CLIENTS and our suppliers are the core of our business.
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