Capital PFS makes use of qualified and independent financial advisors to assist in the planning process. Financial planning is structured tax effectively and with the clients’ best interests at heart.
Capital Insurance and Wealth
The company functions with a completely independent financial adviser with multiple product providers to his disposal. This enables us to remain as your financial adviser even if you leave the employ of Capital PFS.
Our aim is to provide objective and professional advisory services to corporate and private clients, particularly with regard to financial planning and corporate benefit requirements.
Given the wide range of investment products, life cover options and investment alternatives, as well as the effects of the economy, a holistic view of long term financial planning is necessary. At Capital PFS, we focus on building relationships with our clients, understanding their requirements. We implement this ideal in consideration of the clients’ specific and sometimes, changing risk profile. We base our service delivery on stringent risk management, quality control and service delivery. Typically, we act upon authorization of the client and then analyze his/her whole portfolio by commenting on existing investments or policies. This more than often results in lower premiums with higher benefits.
Our team of professionally qualified, experienced individuals is the key to our success. Their combined skills cover all aspects of financial services, including legal, economic and accounting expertise.
Business Financial Planning
We offer the full spectrum of business financial planning, including:
Business assurance
Income protection
Key person insurance
Personal liability insurance
Deferred compensation plans
Drafting of wills
Formation and accounting of companies, CC’s and trusts
Administration of deceased estates
Equity portfolio management