CAPTA Financial Services is focused on helping you design and implement your own personal financial roadmap to achieve financial independence. To do this, we create, grow, protect, and manage your personal wealth.
From wealth management solutions, investment advice, foreign exchange solutions, retirement and estate planning, we have become the solution for all your financial planning affairs.
Here at CAPTA FS, we don’t only work with your wealth, we work with people. This drives us to make a way where others can’t. And gives us the courage to do it again and again. Some call it singularity of vision. We call it CAPTA. The movement from pursuit to possession.
PRESERVATION
Many South Africans are not prepared for the financial consequences of retirement.
Although it is important to save for retirement regularly and throughout your working life, preserving your funds has become a core function when it comes to creating a long-term wealth plan.
At CAPTA Financial Services we work with you to create a fully managed plan to ensure the wishes for your personal and family legacy are realised, preserved and achieved.
INNOVATION
Where there isn’t a financial solution that meets your requirements, we’ll create one.
We have developed strategies that enable us to rise above the limitations and restrictions of yesterday. This allows us to offer truly specialised financial planning solutions, aimed at empowering our clients to achieve financial independence.
CAPTA Financial Services aims to be part of the solution. Our approach is methodical, balanced, and simple to follow. Financial freedom is calling.
GROWTH
We understand that each clients’ financial journey is unique and therefore requires a personalised service offering.
As an independent financial services provider we are able to ensure that your long-term wealth plan complements your ever-changing life priorities and future goals.
At Capta Financial Services we partner with you to ensure your financial objectives are achieved with the ultimate goal of preserving and growing your wealth.
CAPTA Financial Services is focused on helping you design and implement your own personal financial roadmap to achieve financial independence. To do this, we create, grow, protect, and manage your personal wealth.
From wealth management solutions, investment advice, foreign exchange solutions, retirement and estate planning, we have become the solution for all your financial planning affairs.
Here at CAPTA FS, we don’t only work with your wealth, we work with people. This drives us to make a way where others can’t. And gives us the courage to do it again and again. Some call it singularity of vision. We call it CAPTA. The movement from pursuit to possession.
There is a joy in focus. Focus allows you the freedom of being able to channel your energy, direct your attention, and give yourself over to one thing – pursuit. With no distractions. No interruptions… Pursuit of a single purpose and a focus that is streamlined enough to uphold the quality that comes along with it. We call it Monday, 8am.What are we focused on? The preservation and growth of our clients’ wealth. Simple. This gives us guidance. It gives us autonomy. And it inspires us to master the environments, both locally and internationally, within which we conduct our business.
From wealth management solutions, investment advice, foreign exchange, tax benefits, retirement and estate planning, we have become the solution for all your financial affairs. We have created models and approaches that enable us to rise above the limitations and restrictions of yesterday.
This allows us to offer truly unique and specialised financial planning and advisory solutions. It is an experience that is unique, and tailor made to every client. Here at CAPTA, we don’t only work with your wealth, we work with people. This drives us to make a way where others can’t. And gives us the courage to do it again and again. Some call it singularity of vision. We call it CAPTA. The movement from pursuit to possession.
- Financial Planning and Wealth Management
- Pre and Post Retirement Planning
- Investment Management (Local & Offshore)
- Personal Risk Management (Life Assurance)
- Fiduciary Services and Estate Planning (Including Wills & Trusts)
- Tax Advisory
- Medical Aid Solutions
- Foreign Exchange Solutions
- Employee Wealth Management and Benefits
- Corporate Cash Management
- Deal Structuring
- Corporate Tax Services
Before we get into what we do, we’d like to show you why we do it by looking at some key statistics…
Out of every 1,000 people who retire in South Africa:
- 160 will be fully dependent on state pension (around R1,500 per month)
- 310 will have to keep on working
- 470 will depend on family members or friends to support them
- 60 will retire financially independent (with less than R12,500 per month)
- 10 will retire with more than R12,500 per month
- 2 will retire with more than R25,000 – that’s 0.2%
This proves that traditional retirement planning and even traditional financial planning, does not work.
For this reason, CAPTA Financial Services aims to be part of the solution. We’ve taken the guess work out of managing money by building a simple step-by-step system for you to follow called The Wealth Navigator System™.
CAPTA Financial Services is focused on helping you design and implement your own personal financial roadmap to achieve financial independence. To do this, we create, grow, protect, and manage your personal wealth.
From wealth management solutions, investment advice, foreign exchange solutions, retirement and estate planning, we have become the solution for all your financial planning affairs.
Here at CAPTA FS, we don’t only work with your wealth, we work with people. This drives us to make a way where others can’t. And gives us the courage to do it again and again. Some call it singularity of vision. We call it CAPTA. The movement from pursuit to possession.
There is a joy in focus. Focus allows you the freedom of being able to channel your energy, direct your attention, and give yourself over to one thing – pursuit. With no distractions. No interruptions… Pursuit of a single purpose and a focus that is streamlined enough to uphold the quality that comes along with it. We call it Monday, 8am.What are we focused on? The preservation and growth of our clients’ wealth. Simple. This gives us guidance. It gives us autonomy. And it inspires us to master the environments, both locally and internationally, within which we conduct our business.
From wealth management solutions, investment advice, foreign exchange, tax benefits, retirement and estate planning, we have become the solution for all your financial affairs. We have created models and approaches that enable us to rise above the limitations and restrictions of yesterday.
This allows us to offer truly unique and specialised financial planning and advisory solutions. It is an experience that is unique, and tailor made to every client. Here at CAPTA, we don’t only work with your wealth, we work with people. This drives us to make a way where others can’t. And gives us the courage to do it again and again. Some call it singularity of vision. We call it CAPTA. The movement from pursuit to possession.
- Financial Planning and Wealth Management
- Pre and Post Retirement Planning
- Investment Management (Local & Offshore)
- Personal Risk Management (Life Assurance)
- Fiduciary Services and Estate Planning (Including Wills & Trusts)
- Tax Advisory
- Medical Aid Solutions
- Foreign Exchange Solutions
- Employee Wealth Management and Benefits
- Corporate Cash Management
- Deal Structuring
- Corporate Tax Services
Before we get into what we do, we’d like to show you why we do it by looking at some key statistics…
Out of every 1,000 people who retire in South Africa:
- 160 will be fully dependent on state pension (around R1,500 per month)
- 310 will have to keep on working
- 470 will depend on family members or friends to support them
- 60 will retire financially independent (with less than R12,500 per month)
- 10 will retire with more than R12,500 per month
- 2 will retire with more than R25,000 – that’s 0.2%
This proves that traditional retirement planning and even traditional financial planning, does not work.
For this reason, CAPTA Financial Services aims to be part of the solution. We’ve taken the guess work out of managing money by building a simple step-by-step system for you to follow called The Wealth Navigator System™.
