Capta Wealth

Established in 2006, Capta Wealth is a global currency and wealth management solution provider with offices based across South Africa in Johannesburg, Cape Town and Durban, as well as several satellite offices offshore. As a company, we pride ourselves on providing exceptional personal service to our clients, dedicating our time and effort to becoming true business partners instead of a mere product and service provider. We cultivate a service excellence experience for our customers through professionalism, integrity and complete commitment to their success. Through our independence, Capta Wealth provides access to an unrivalled breadth of knowledge and range of solutions, each designed to cater for every aspect of our clients wealth management needs locally and offshore Our mission is simple.. Offer clients a unique relationship to deliver bespoke solutions enabling our clients to meet long term financial goals. Our services extend but are not limited to the following areas: Local and Offshore Investment Management Services Pre and Post Retirement Planning Risk and Estate Management Services Wills and Trust Services Tax Planning Employee Benefit Solutions Corporate Insurance Corporate Cash Management Foreign Exchange Solutions (through our sister company Capta FX) captafx.co.za Why use us as a Wealth Manager? In an ever changing economy, with thousands of investment options to choose from, complex tax regulations to consider and worldwide political events influencing the markets, making the right investment decisions is no easy task. When you have a wealth manager and advisor you can trust, who has taken the time to get to know you and your specific circumstances, planning and investing for your future, your family or your business doesn’t have to be complicated. The right wealth manager and wealth management company can help you identify the questions, determine the answers and ultimately reach the solutions that are right for you. From determining your investment timeframe to understanding your tolerance for risk to taking steps to safeguard your retirement, Capta Wealth can be a valuable partner in managing your financial affairs. No two people are alike, so why should your financial plans be? Why Should I Consider Investing Outside Of South Africa? South Africa represents less than one percent of the world economy. Restricting yourself to domestic assets means foregoing extensive investment opportunities available in global markets. By investing offshore, it allows you to not only spread your investment risk across different and more stable economies and regions of the developed world, such as the United States or United Kingdom but also gives you access to industries and companies that may not be available locally i.e in sectors such as pharmaceuticals, IT and electronic. As market leaders specialising in offshore wealth management, Capta Wealth is able to offer its clients a wide range of options when it comes to investing in global markets. A Long-term Partnership When you partner with Capta Wealth as a 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 and 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.

Address: Block G, Hurlingham Office Park, Cnr William Nicol and Republic Road, Hurlingham, Johannesburg, Gauteng, South Africa

Phone: +27 11 285 0049
FAX: