INDEPENDENT & PERSONAL WEALTH MANAGEMENT SERVICES

Quality over quantity. We aspire to build lasting relationships with our clients and their families based on trust, supported by professional personalised service.

Our Services

Our investment philosophy is based on the fact that each client’s risk and understanding of risk differs. We manage risk and therefore money based on the principles of asset and liability matching.

Structured Income

We have the ability and corporate partners to structure virtually any product on a guaranteed basis (yield or capital guarantee). Standard products can be adapted to match each client’s specific risk profile.

Tax Structuring

Tax effective investment structures for discretionary and compulsory investments. Effective use of tax exempt pension vehicles for long term investments.

Risk Assessment and Planning

Risk analysis to ensure sufficient liquidity in case of deceased estates.  Business assurance needs; i.e. buy and sell agreements and key man insurance, Disability insurance.

Estate Planning

Full estate planning and analysis. Liquidity analysis. Drafting of wills (local and offshore) incorporating the use of trusts as estate planning vehicles Winding up of local estates.

Capital Funding

Assistance with Capital Funding through leading industry players depending on the nature of the asset and amount that needs to be financed.

Investment Planning

Advise on all aspects of local and offshore investment planning. Unique method of asset allocation incorporating individual clients’ cash flow requirements and behavioural finance profile. Sourcing best of breed solutions for client specific needs.

Scott Burton

“Freedom and wealth is an outcome of Time; the most precious asset that we all possess.Time however is a variable to each individual as our actions from our choices determine the longevity and returns from this asset.To maximize the return on this asset is determined by the energy that we put forth in developing our financial education, relationships and health.”

Meet the Partners

We are an experienced team, committed to providing independent wealth management advice and services.

Fiona McPhail

CFA HDip (Tax) CFP®

21 years experience in financial and wealth management industry. Previous employers include Syfrets, BOE Private Clients, RMB Private Bank

Anton Meyer

B Com, LLB, H Dip (Tax & Int Tax), Dip Corp Law, CFP®

13 years experience in financial and wealth management industry. Previous employers include KPMG, Standard Private Bank and RMB Private Bank.

Phillip Botha

B Proc, LLB, H Dip Fin, FISA™, CFP®

19 years experience in financial and legal services industry. Previous employers include Old Mutual and RMB Private Bank. 

Investment Partners

Capvest Wealth Management operates fully independently. We believe it is in our clients’ best interest to continuously review and compare service levels, fees and performance of service providers in order to retain only the most competent providers as our approved providers.

Contact Us

Physical Address

25 Culross Road

Bryanston

2152

Postal Address

PO Box 8

Fourways

2055

Switchboard

011 591 0599

Thoughts on Things

When inspiration strikes or when local and international news warrants some commentary, this is where you'll find our thoughts on things. 

Brexit: Keep calm and manage the risks
Last week Friday the results of Brexit - the British referendum to remain in or exit from the European Union[...]

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