PRIVATE INDIVIDUALS

At CAPTA Financial Services, we offer a holistic range of services for individuals, families and businesses, designed to empower South Africans to become financially independent.

HOW WE CAN ASSIST

When you partner with CAPTA Financial Services our job as your strategic wealth management partner really begins. This is where you will experience what we mean by ‘wealthcare’. Throughout our journey, we will continue to revise and assess your needs to ensure that your financial plan adapts to your changing circumstances. In addition to your dedicated advisor, our team of fiduciary, risk, tax, offshore and asset management specialists are always on hand, making sure that every aspect of your financial plan is expertly covered.
The need to accrue sufficient funds to generate income for your retirement has never been greater and we believe it is an integral part of your overall financial plan.
Our team at CAPTA Financial Services can help make the most of your assets by leveraging from our range of global services and expertise. Through our six-step programme, we design and create an investment portfolio focused on your specific financial needs. At CAPTA Financial Services, we consider offshore diversification integral to long-term wealth creation.
Risk management is a critical part of your overall wealth management plan. It protects you, your family and your business in the event of unexpected life occurrences – it can also help you to achieve your financial objectives as your life changes.
Planning for your family and the generations to come can be a complex process that involves difficult decisions, both emotional and financial. At CAPTA Financial Services, our years of experience will help you to work through any issues raised to find the best possible options for your family. We work with you to create a fully considered succession plan to ensure your wishes for your legacy are realised.
Taxes are inevitable and the impact of taxes ultimately affects your financial plan. It’s important to understand this impact on your wealth and how tax planning is essential to strong wealth management. Our team of in-house tax professionals at CAPTA Financial Services are able to offer you all the key tax planning advice.
Rising healthcare and medical aid costs mean that it is essential to match your family’s healthcare needs for the right hospital, chronic and day-to-day benefits you need. We have access to the best medical schemes in South Africa and an in-house medical aid specialist to answer any day-to-day queries you might have.

PRIVATE INDIVIDUALS

At CAPTA Financial Services, we offer a holistic range of services for individuals, families and businesses, designed to empower South Africans to become financially independent.

HOW WE CAN ASSIST

When you partner with CAPTA Financial Services our job as your strategic wealth management partner really begins. This is where you will experience what we mean by ‘wealthcare’. Throughout our journey, we will continue to revise and assess your needs to ensure that your financial plan adapts to your changing circumstances. In addition to your dedicated advisor, our team of fiduciary, risk, tax, offshore and asset management specialists are always on hand, making sure that every aspect of your financial plan is expertly covered.
The need to accrue sufficient funds to generate income for your retirement has never been greater and we believe it is an integral part of your overall financial plan.
Our team at CAPTA Financial Services can help make the most of your assets by leveraging from our range of global services and expertise. Through our six-step programme, we design and create an investment portfolio focused on your specific financial needs. At CAPTA Financial Services, we consider offshore diversification integral to long-term wealth creation.
Risk management is a critical part of your overall wealth management plan. It protects you, your family and your business in the event of unexpected life occurrences – it can also help you to achieve your financial objectives as your life changes.
Planning for your family and the generations to come can be a complex process that involves difficult decisions, both emotional and financial. At CAPTA Financial Services, our years of experience will help you to work through any issues raised to find the best possible options for your family. We work with you to create a fully considered succession plan to ensure your wishes for your legacy are realised.
Taxes are inevitable and the impact of taxes ultimately affects your financial plan. It’s important to understand this impact on your wealth and how tax planning is essential to strong wealth management. Our team of
in-house tax professionals at CAPTA Financial Services are able to offer you all the key tax planning advice.
Rising healthcare and medical aid costs mean that it is essential to match your family’s healthcare needs for the right hospital, chronic and day-to-day benefits you need. We have access to the best medical schemes in South Africa and an in-house medical aid specialist to answer any day-to-day queries you might have.

PRIVATE INDIVIDUALS

At CAPTA Financial Services, we offer a holistic range of services for individuals, families and businesses, designed to empower South Africans to become financially independent.

HOW WE CAN ASSIST

When you partner with CAPTA Financial Services our job as your strategic wealth management partner really begins. This is where you will experience what we mean by ‘wealthcare’. Throughout our journey, we will continue to revise and assess your needs to ensure that your financial plan adapts to your changing circumstances. In addition to your dedicated advisor, our team of fiduciary, risk, tax, offshore and asset management specialists are always on hand, making sure that every aspect of your financial plan is expertly covered.
The need to accrue sufficient funds to generate income for your retirement has never been greater and we believe it is an integral part of your overall financial plan.
Our team at CAPTA Financial Services can help make the most of your assets by leveraging from our range of global services and expertise. Through our six-step programme, we design and create an investment portfolio focused on your specific financial needs. At CAPTA Financial Services, we consider offshore diversification integral to long-term wealth creation.
Risk management is a critical part of your overall wealth management plan. It protects you, your family and your business in the event of unexpected life occurrences – it can also help you to achieve your financial objectives as your life changes.
Planning for your family and the generations to come can be a complex process that involves difficult decisions, both emotional and financial. At CAPTA Financial Services, our years of experience will help you to work through any issues raised to find the best possible options for your family. We work with you to create a fully considered succession plan to ensure your wishes for your legacy are realised.
Taxes are inevitable and the impact of taxes ultimately affects your financial plan. It’s important to understand this impact on your wealth and how tax planning is essential to strong wealth management. Our team of
in-house tax professionals at CAPTA Financial Services are able to offer you all the key tax planning advice.
Rising healthcare and medical aid costs mean that it is essential to match your family’s healthcare needs for the right hospital, chronic and day-to-day benefits you need. We have access to the best medical schemes in South Africa and an in-house medical aid specialist to answer any day-to-day queries you might have.