Would you leave your children’s inheritance in the hands of the Government?
What would happen when you are suddenly no longer there to look after your loved ones?
We are a young, professional team of highly skilled Financial Advisors, with over 30 years of combined industry experience and service excellence. Our team is committed to providing dynamic and independent advice, to help create a carefully calculated and unique financial plan tailored to suit your individual needs.Wherever you may be in your journey, from the simplest to the most comprehensive portfolios, we are able guide and support you every step of the way to piece together the puzzle of your financial wellbeing.
Estate Planning, Professionally Drafted Wills, Trust & Fiduciary Services, Business Assurance, Medical Aid, Investments, Education Planning, Pension/Provident Funds, Group Risk Cover, Employee Benefits and more.
What would happen when you are suddenly no longer there to look after your loved ones?
We spend all our time trying to create wealth and building our legacies for our loved ones, and yet so few people dedicate any time to estate planning that creates clarity and certainty for when we’re gone.
Most people know the importance of life cover – but South Africans by and large are still grossly under-insured.
Capital Legacy shook up the South African Financial Services Industry by launching not one, but four new innovative offerings