ABOUT US

CAPTA Financial Services is focused on helping you design and implement your own financial roadmap to achieve financial independence. To do this, we create, grow, protect, and manage your personal wealth.

As it stands, traditional financial planning in our current economic environment doesn’t work. With only 4% of South Africans achieving financial freedom, something needed to change. So we focused on your freedom.

CAPTA Financial Services has developed strategies which assist you in managing your finances like the wealthiest 1%; from designing your Wealth Navigator Blueprint™ to implementing your Evergreen Portfolio™. It’s a proven approach, developed to empower our clients to achieve financial independence. It is methodical, balanced, and simple to follow. Financial freedom is calling.

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™.

ABOUT US

CAPTA Financial Services is focused on helping you design and implement your own financial roadmap to achieve financial independence. To do this, we create, grow, protect, and manage your personal wealth.
As it stands, traditional financial planning in our current economic environment doesn’t work. With only 4% of South Africans achieving financial freedom, something needed to change. So we focused on your freedom.

CAPTA Financial Services has developed strategies which assist you in managing your finances like the wealthiest 1%; from designing your Wealth Navigator Blueprint™ to implementing your Evergreen Portfolio™. It’s a proven approach, developed to empower our clients to achieve financial independence. It is methodical, balanced, and simple to follow. Financial freedom is calling.

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™.

ABOUT US

CAPTA Financial Services is focused on helping you design and implement your own financial roadmap to achieve financial independence. To do this, we create, grow, protect, and manage your personal wealth.

As it stands, traditional financial planning in our current economic environment doesn’t work. With only 4% of South Africans achieving financial freedom, something needed to change. So we focused on your freedom.

CAPTA Financial Services has developed strategies which assist you in managing your finances like the wealthiest 1%; from designing your Wealth Navigator Blueprint™ to implementing your Evergreen Portfolio™. It’s a proven approach, developed to empower our clients to achieve financial independence. It is methodical, balanced, and simple to follow. Financial freedom is calling.

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™.