Your Big Questions
After 20 years of advising clients like you, we’ve found that there are 3 questions that need answers.
Do we have enough?
You need certainty that you have enough money to ensure a secure and fulfilled financial future.
Is my family going to be ok?
It's vital that your loved ones are going to be secure regardless of what life throws at you.
What will our legacy be?
You want to be remembered for the things you've accomplished and the way you've impacted other people's lives.
Your Trusted Adviser
Selecting a wealth planner to help secure your family’s future is one of the most important decisions you will make.
I started Capital with a clear vision to do things differently. I wanted to challenge conventional thinking in financial services.
We Provide Bespoke Wealth Planning For Entrepreneurs
A team that understands your needs.
Business Owner
- You're thinking of selling your business or
- You've sold your business and are considering the next steps
- You'd value an impartial critical-thinking partner
- Looking to align personal and business financial planning
- Want to understand your Magic Number that ensures a work-optional lifestyle and complete financial independence
Getting Started
No cost, no obligation
01.
Initial Call
A 15 minute call to establish if we’re a good fit and agree to go to the next stage.
02.
Discovery
A 60 minute meeting where we discover your goals, needs, and concerns.
03.
Proposal
We outline our recommendations to help you best achieve your goals.
We've Cracked The Code
After advising hundreds of clients, we’ve established the 3 essential ingredients to ensure financial peace of mind
Plan
This is the essential first step. It’s a personalised document that will set out clearly where you are now, where you plan to be in the years ahead and the steps we will take to ensure you navigate life decisions and ensure your resources are supporting your goals.
We call this Future Map™
Portfolio
Our approach is based on Nobel Prize-winning academic research and not market ‘opinion’. As an independent advisory firm, we use our research capabilities to ensure your portfolio is managed using a proven philosophy and strategy.
We call this Intelligent Investing™
Partner
Acting as your financial coach, confidante and trusted adviser, we will be able to use our experience of working closely with clients in similar circumstances to your own to help you successfully navigate the future and avoid making any big mistakes.
We call this “Your Wealth Planner”
What our clients say
Have a look at our clients’ stories
Let's Keep In Touch
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