Would you leave your children’s inheritance in the hands of the Government?
What would happen when you are suddenly no longer there to look after your loved ones?
As wealth planners we believe in building a partnership, to help you elevate and prosper. We commit to walking this personalised journey with you ensuring that you are provided with all the financial products and services that support your vision for your future and help you leave legacy.Why settle for anything less than a committed financial advisor whom you trust will guide you to providing for you, and your family in times of celebration, times of hardship and life changing events?Regardless of where you are in your journey – at the beginning, in the middle or approaching your golden years – we are here and committed to helping you leave a legacy.
Our services include: Fiduciary Services, Life Insurance, Investments, Car and Home insurance, Medical Aid, Group Benefits and more.
What would happen when you are suddenly no longer there to look after your loved ones?
We spend all our time trying to create wealth and building our legacies for our loved ones, and yet so few people dedicate any time to estate planning that creates clarity and certainty for when we’re gone.
Most people know the importance of life cover – but South Africans by and large are still grossly under-insured.
Capital Legacy shook up the South African Financial Services Industry by launching not one, but four new innovative offerings