|Firm||Capta Financial Services|
Block 2, Ground Floor, 66 Peter Place, Hurlingham Ext5, Hurlingham View, Bryanston, 2191
|Languages||English (in order of proficiency)|
|Life and Disability|
FOCUSIf you want to retire in the top 1%, and are looking to partner with a team who is passionate about getting you there, then we'll be a good match.
We take you step-by-step through our award winning money management system to design a wealth strategy unique to your particular circumstances. Watch the video on our website under the 'Our Approach' tab to find out how we build wealth strategies for our clients.
OTHER COMPANIES REPRESENTED
Capital Legacy | Capital International
I have been working in the financial services industry for the past 10 years.
I worked at a large independent company in the Sandton area for my first 4 years.
I then co-founded a Momentum franchise which went on to become one of the top 10 Momentum franchises in the country.
At the end of 2015 I sold my shares in that company and started an independent wealth management company, Capta Financial services..
I am very passionate about my family, my clients, entrepreneurship, sports and music.
If you want to retire in the top 1%, and are looking to partner with a team who is passionate about getting you there, then we'll be a good match.
We will take you step-by-step through our award winning money management system to design a wealth strategy unique to your particular circumstances.
Phase 1: Create your plan
Phase 2: Automate your plan
Phase 3: Find ways to improve it.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R500000.00
Recurring monthly: R5000.00
|Remuneration||Fee OR commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||3 - 5|
|Indemnity insurance||Insurance: yes
In 2014 I developed a Money Management System which I call The Wealth Navigator System. I have used this very successfully for myself and for many of my clients as it provides a structured roadmap to financial independence.
In 2015 I published a book on this system.
In 2016 and 2017 my partner and I won the International Advisor Best Practice Advice Awards.
In January 2018 my partner and I were the featured advisors in the International Advisor magazine.