The Capta Wealth Offering
From determining your investment time frame to understanding your risk exposure, at CAPTA Wealth we partner with you to help build a personalised wealth management strategy to ensure all your investment objectives are achieved. With this in mind whether you are a private individual, company or family, the service you receive is personal, professional and tailored to suit your unique financial needs.
Individuals and Families
At CAPTA Wealth we offer a holistic range of services for individuals and families designed to empower them to become financially independent. With our deep-rooted local expertise and global reach, the investment opportunities available for our clients are truly limitless.
Tailored financial strategies focused on preserving, growing, and protecting your wealth for generations to come.
How We Help
Tailored financial strategies focused on preserving, growing, and protecting your wealth for generations to come.
Getting to know our clients and understanding what is important to them is the cornerstone of what we do which is why throughout our 'wealthcare' journey, we will continue to revise and assess your needs to ensure that your financial plan adapts to your changing circumstances.
Your Wealth Is Our Focus
Business Owners
Whether you are a new small business, listed company or entrepreneur, At CAPTA Wealth, we support our corporate clients and its members to develop wealth strategies that focuses on taking care of the needs of the organisation and its people.
Tailored employee benefit and reward structures designed to support your people while strengthening your business.
How We Help
Tailored employee benefit and reward structures designed to support your people while strengthening your business.
Global Offering
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. Having the ability to investing outside of domestic markets not only allows for diversity across sectors but provides protection against the volatility and risk when it comes to only investing in local markets and funds. At CAPTA Wealth we offer our clients a wide range of options when it comes to investing in global markets and exposure to some of the world's top international fund managers.
We offer a range of offshore investment solutions that can be tailored to your unique requirements:
Looking for a simple, safe and easy way to transfer money abroad? As global currency specialists, CAPTA FX has been assisting individuals and businesses with bespoke foreign exchange solutions for over a decade. Not only are we highly skilled in all major currencies, but we are one of the few forex companies with the ability to deliver 'Exotic' currency transfers for our clients to and from every major destination across the globe. From foreign exchange solutions, currency risk management, tax clearances, emigrations and trade finance, we have become the solution to all your foreign exchange affairs.
Being completely independent also means we're not restricted to any specific bank or financial institution. This gives us the ability to leverage off numerous players in the market, securing exchange rates that we guarantee will beat any of the big four retail banks' rates. Our 100% digital online onboarding process for private and corporate clients makes sending funds globally that much simpler.
To register via our online portal use the links provided below. Its quick, simple and secure.
For more about the CAPTA Forex service offering, visit our website: www.captafx.co.za
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