BRYANSTON FINANCIAL ADVISOR

DONAVAN MAREE
 Donavan Maree
MEMBER SINCE 2012
Firm Capta Financial Services
Suburb Bryanston
Address Block 2, Ground Floor, 66 Peter Place, Hurlingham Ext5, Hurlingham View, Bryanston, 2191
See Map
GPS -28.023679, 26.082038
FSP Licence 46877
Languages English (in order of proficiency)
Email
Tel 0115684462
Cel 0823235128
Website www.captafs.co.za
Qualifications
  1. B Com Entrepreneurial Management
  2. B Com Honours Strategic Management
  3. Post Graduate Diploma in Financial Planning (passed with distinction)
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment

FOCUS

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.

OTHER SERVICES

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.

COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

Capital Legacy | Capital International

EXPERIENCE

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.

ABOUT FIRM

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.

BUSINESS PRACTICES
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
Value: R7500000.00
LATEST NEWS AND VIEWS

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.

WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS