| Firm |
Capvest Wealth Management |
| Address |
The Pivot, Montecasino Boulevard, Sandton, 2091 |
| Languages |
Afrikaans / English
(in order of proficiency) |
| Qualifications |
B.Com; LLB; Dip Corp Law; H.Dip Tax & Int Tax; CFP |
| Financial Advisors Fields of Specialisation |
We specialise in estate and investment planning with a unique cashflow and risk analysis model to arrive at each client's personalised asset allocation. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
Offshore Investments
|
| Other Services |
We offer a full range of financial services that caters for all your financial needs and requirements.
Sevices include:
Estate planning (including drafting of wills and trust deeds - local and offshore), Trust planning (local and offshore), Pre and post retirement planning, Investment planning (local and offshore), Tax effective structuring of investments, Structured and guaranteed equity and income solutions, Cash Management Services, Commercial finance assistance (fixed and moveable assets), |
I am a qualified and admitted attorney and notary but moved to tax consulting subsequent to finishing my legal articles in Pretoria. I started my career as an international tax consultant with KPMG in 2000 but moved to banking in 2002 when I joined Standard Private Bank as a Fiduciary Manager.
In December 2004 I moved to RMB Private Bank also as a Fiduciary Manager, but changed roles in 2005 to become a Wealth Manger, responsible for the full financial planning function.
In 2010 I left the corporate world to form a niche wealth management firm, Capvest Wealth Management, with 2 of my RMB colleagues.
In the 10 years that I have been in the industry I have gained valuable experience in all aspects that pertain to financial planning, ranging from the legal and tax side of things through to investment, retirement and risk planning. It is very difficult (if not impossible) to specialise in all aspects of fiancial planning, it is however essential that the client be provided with enough quality information on all aspects in order to make an informed decision.
|
Our firm was only established in April this year when myself and 2 colleagues decided to venture on our own in order to establish a more personalised wealth management firm where the emphasis is on building personal client relationships, outstanding service and complete independence.
Each of the professionals in the firm has a specific focus area which makes it possible to offer the wide variety of services as mentioned earlier. |
| Other Companies represented |
Cadiz, RMBIS, RMBAM, Ashburton, Prudential |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R2,000,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
3 - 5 |
