wealth
Real
is about
Financial
Freedom
INTRODUCTION
At CAPITALISE WEALTH MANAGEMENT we offer personalised wealth advisory services that are tailored to suit the needs and desires of our clients, both corporate and private. At Capitalise we concern ourselves around wealth creation and preservation, whereby we, in conjunction with our client, evaluate and assess the most beneficial risk reducing and wealth inducing financial solutions.
We offer a range of services, namely:
​
Estate Planning
Retirement Planning
Keyman Insurance
Buy and Sell agreements
Investments
Life Insurance
Income protection
Comprehensive insurance
Medical (corporate and private)
Last Will and Testaments and trusts.
OVERVIEW
OUR PROMISE
Since inception CAPITALISE WEALTH MANAGEMENT have followed a very strong partnership philosophy in our business approach. As Independent financial advisors, we have no bias to any insurer or supplier, and hence can offer genuine “best practice” and offerings to the client, without being limited to a single supplier’s products and services.
​
CAPITALISE WEALTH MANAGEMENT currently deals with various suppliers, namely:
Liberty Life, Discovery, Sanlam, Allan Gray, Momentum, Hollard, Santam, Capital Legacy, Cross Country, Bidvest Life etc
​
