Mon - Fri : 08:00 - 17:00 

 +27 (0) 11 568 4462

66 Peter Place, Block 2, Ground Floor, Bryanston,  2001

Capta FS is a licensed financial services provider

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Private Individual Solutions

// We provide unique solutions to the most complex needs of our clients in the following areas of financial planning

Investment and Portfolio Management

Steps to achieving Investment Success:

You want to make most out of your assets. Whatever your needs – for advice or simply for execution – Capta FS can help. You may also wish to entrust the entire wealth management process to us and benefit from our know-how. However, if you wish to make the investment decisions yourself you can still leverage our global services and expertise.

At Capta FS, we have developed a six-step programme designed to create a portfolio tailored to your financial needs. The process begins with assessing your risk profile, the step that underpins our on-going investment process. We then work with you to establish an appropriate strategic asset allocation, the broad outline of your portfolio that we expect to maintain over the long term. Tactical asset allocation allows you to take advantage of market opportunities as they are presented. In consultation with you, we then build your portfolio, based on the strategic asset allocation and implementing any tactical decisions. As financial markets are dynamic, we monitor your portfolio to ensure that your investment solution is still on track.

We know that your family, business and financial situation will evolve over time. Therefore, this process will be repeated regularly to ensure that your investment solution always meets your needs.

Pre and Post Retirement Planning

Retirement planning is an important part of your overall financial planning.

The need to accrue sufficient funds to generate income for your retirement has never been greater.

You will probably have given some thought as to when you want to retire and the level of income you might require to ensuring you have a comfortable retirement. At Capta FS we believe it is important to have a clear plan as to how you are going to meet the goals of your retirement.

Retirement planning essentially comes down to the following two fundamentals: Firstly, planning in advance to help you generate the retirement income you want, and secondly, planning when you have reached retirement. This involves reorganising your assets so that you can achieve the returns you need to support the lifestyle you want.

It’s never too early to start thinking about your retirement planning. Even if you already have a pension scheme you should have a regular review to ensure you are on course to achieve your desired level of retirement income.

At Capta FS we can advise you on all your pre and post retirement planning needs and assist with a financial plan with you to meet your retirement goals

Risk and Estate Planning

Achieving your financial objectives as your life changes

Risk management is important in providing peace of mind and profitability for individuals and business owners.

Risk management is a critical part of your overall wealth management plan. It helps protect you, your family and your business in case of unexpected life events.

As your life changes over time it’s important to ensure that your financial objectives continue to meet your needs. At Capta FS, our approach takes account of business, personal and family circumstances as well as your available assets. Other important factors we take into account are tax considerations, your financial liabilities and your retirement planning. If necessary, we will draw on the knowledge of other experts to advise you.

Once we have all the information we can then develop a financial plan that will benefit you and your family for generations. We are here to help protect you for the “what ifs” of life.

Wills and Trusts

Secure your assets for the future.

When seeking to provide for your family for generations to come, it is never too early to start planning for the future.

 

This can be a complex process that involves difficult decisions, both emotional and financial. At Capta FS, our experience means we understand the issues and can help you to work through the possible options, drawing on specialist expertise where necessary to find the right solution for your family. We work with you to create a fully considered succession plan to ensure your wishes for your legacy are realised.

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