PRIVATE INDIVIDUALS

When you partner with CAPTA Wealth as our client, our job as your strategic wealth management partner really begins. This is where you will experience what we mean by ‘wealthcare’.
Throughout our journey, we will continue to revise and assess your needs to ensure that your financial plan adapts to your changing circumstances. In addition to your dedicated advisor, our team of fiduciary, risk, tax, offshore and asset management specialists are always on hand, making sure that every aspect of your financial plan is expertly covered.

Our team at CAPTA Wealth can help make the most of your assets by leveraging from our range of global services and expertise. Through our six-step programme, we design and create a portfolio focused on your specific financial needs.

Many South Africans have international transactional needs but are unaware that current standard foreign currency bank accounts only allow for making and receiving foreign currency payments. By opening an offshore bank account in comparison has multiple benefits for our clients including the ability to make and/or receive payments for work done outside South Africa, access to international funds and most importantly a great way to diversify assets and hedge against our volatile rand. Another great benefit is that there are no prohibitions on South Africans wanting to open a bank account offshore and the process time to open these accounts is anywhere between 5-10 working days.

At CAPTA Wealth we have a strong network of banking relationships both locally and offshore and are able to offer our South African clients international bank accounts denominated in a wide variety of currencies.

The need to accrue sufficient funds to generate income for your retirement has never been greater and we believe it is an integral part of your overall financial plan.

Risk management is a critical part of your overall wealth management plan. It protects you, your family and your business in the event of unexpected life occurrences – it can also help you achieve your financial objectives as your life changes. At CAPTA Wealth, we are here to help protect you for all the “what ifs” of life.

Planning for your family and the generations to come can be a complex process that involves difficult decisions, both emotional and financial. Our years of experience will help you to work through any issues raised to find the best possible options for your family. We work with you to create a fully considered succession plan to ensure your wishes for your legacy are realised.

Taxes are inevitable and the impact of taxes ultimately affects your financial plan. It’s important to understand this impact on your wealth and how tax planning is essential to strong wealth management. We are able to offer tax advisory and compliance for income tax, resident based tax, capital gains tax, donations tax, trust tax and company and close corporation tax.

PRIVATE INDIVIDUALS

When you partner with CAPTA Wealth as our client, our job as your strategic wealth management partner really begins. This is where you will experience what we mean by ‘wealthcare’.
Throughout our journey, we will continue to revise and assess your needs to ensure that your financial plan adapts to your changing circumstances. In addition to your dedicated advisor, our team of fiduciary, risk, tax, offshore and asset management specialists are always on hand, making sure that every aspect of your financial plan is expertly covered.

Our team at CAPTA Wealth can help make the most of your assets by leveraging from our range of global services and expertise. Through our six-step programme, we design and create a portfolio focused on your specific financial needs.

Many South Africans have international transactional needs but are unaware that current standard foreign currency bank accounts only allow for making and receiving foreign currency payments. By opening an offshore bank account in comparison has multiple benefits for our clients including the ability to make and/or receive payments for work done outside South Africa, access to international funds and most importantly a great way to diversify assets and hedge against our volatile rand. Another great benefit is that there are no prohibitions on South Africans wanting to open a bank account offshore and the process time to open these accounts is anywhere between 5-10 working days.

At CAPTA Wealth we have a strong network of banking relationships both locally and offshore and are able to offer our South African clients international bank accounts denominated in a wide variety of currencies.

The need to accrue sufficient funds to generate income for your retirement has never been greater and we believe it is an integral part of your overall financial plan.

Risk management is a critical part of your overall wealth management plan. It protects you, your family and your business in the event of unexpected life occurrences – it can also help you achieve your financial objectives as your life changes. At CAPTA Wealth, we are here to help protect you for all the “what ifs” of life.

Planning for your family and the generations to come can be a complex process that involves difficult decisions, both emotional and financial. Our years of experience will help you to work through any issues raised to find the best possible options for your family. We work with you to create a fully considered succession plan to ensure your wishes for your legacy are realised.

Taxes are inevitable and the impact of taxes ultimately affects your financial plan. It’s important to understand this impact on your wealth and how tax planning is essential to strong wealth management. We are able to offer tax advisory and compliance for income tax, resident based tax, capital gains tax, donations tax, trust tax and company and close corporation tax.

PRIVATE INDIVIDUALS

When you partner with CAPTA Wealth as our client, our job as your strategic wealth management partner really begins. This is where you will experience what we mean by ‘wealthcare’.
Throughout our journey, we will continue to revise and assess your needs to ensure that your financial plan adapts to your changing circumstances. In addition to your dedicated advisor, our team of fiduciary, risk, tax, offshore and asset management specialists are always on hand, making sure that every aspect of your financial plan is expertly covered.

Our team at CAPTA Wealth can help make the most of your assets by leveraging from our range of global services and expertise. Through our six-step programme, we design and create a portfolio focused on your specific financial needs.

Many South Africans have international transactional needs but are unaware that current standard foreign currency bank accounts only allow for making and receiving foreign currency payments. By opening an offshore bank account in comparison has multiple benefits for our clients including the ability to make and/or receive payments for work done outside South Africa, access to international funds and most importantly a great way to diversify assets and hedge against our volatile rand. Another great benefit is that there are no prohibitions on South Africans wanting to open a bank account offshore and the process time to open these accounts is anywhere between 5-10 working days.

At CAPTA Wealth we have a strong network of banking relationships both locally and offshore and are able to offer our South African clients international bank accounts denominated in a wide variety of currencies.

The need to accrue sufficient funds to generate income for your retirement has never been greater and we believe it is an integral part of your overall financial plan.

Risk management is a critical part of your overall wealth management plan. It protects you, your family and your business in the event of unexpected life occurrences – it can also help you achieve your financial objectives as your life changes. At CAPTA Wealth, we are here to help protect you for all the “what ifs” of life.

Planning for your family and the generations to come can be a complex process that involves difficult decisions, both emotional and financial. Our years of experience will help you to work through any issues raised to find the best possible options for your family. We work with you to create a fully considered succession plan to ensure your wishes for your legacy are realised.

Taxes are inevitable and the impact of taxes ultimately affects your financial plan. It’s important to understand this impact on your wealth and how tax planning is essential to strong wealth management. We are able to offer tax advisory and compliance for income tax, resident based tax, capital gains tax, donations tax, trust tax and company and close corporation tax.