experience
Wealth is the
ability to fully
life.
OVERVIEW
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
SERVICES & ADVICE
OPEN & TRANSPARENT COMMUNICATION
ACCESS TO THE SERVICE OF A REGISTERED CFP®
FREE PORTFOLIO REVIEWS
(INITIAL & ANNUAL)
INSIGHT TO MARKET TRENDS & OFFERINGS
OUR SERVICES
Estate and Financial Planning
(Including Wills and Trusts)
Financial planning is the process by which you accumulate wealth, while estate planning address how you protect and ultimately distribute that wealth.
Medical Aid and GAP cover
Unexpected medical costs can place significant financial strain on families. Avoid additional stress and get the best cover your budget allows.
Comprehensive Insurance
Insurance is a financial safety net, helping you and your loved ones avoid additional, unforeseen, financial strain in the case of the unexpected.
Death, Disability and
Critical Illness Cover
Prepare for the unexpected and make sure that you protect your family and your financial security in a time of crisis.
Employment Benefits
There are certain laws that employers must consider when conducting employee benefits planning...
Investments / Savings and Budgeting
In today's world, creating financial stability is crucial. We offer a wide range of options for optimal results to best suite your needs.
Income Protection
For Corporate or Private
Have provisions been made for circumstances where you could not work, because of illness, an accident, retrenchment, unemployment or more...
Keyman Insurance
Key person insurance is a life insurance policy that a company purchases on the life of an owner, a top executive, or another individual considered critical ...
Pre and Post Retirement Planning
Our aim is to enable and empower you long term in a way that will sustain you and your family by offering the best options for a worry free retirement.