SERVICES

Investment Mangement

Retirement Fund Consulting

Financial Advice

Capstone Wealth Managers

As Wealth Managers we are focussed on providing clients with an overall solution to their investment planning, investment management, banking, risk, accounting and estate administration needs.  As financial advisors consideration is given to change of life circumstances, tax and inflation concerns in our strategic financial plans.  We believe that a well constructed strategic financial plan is very important in meeting long term financial goals.

As a Category II Financial Services Provider, Capstone has a licence to manage collective investments, shares and money market instruments.  We manage one collective investment, three risk profiled investment portfolios and three share portfolios each of which caters for different client needs.  Capstone has forged strategic alliances with other professionals including bankers, risk cover specialists, accountants and attorneys.  This allows clients of both parties the ability to benefit from enhanced services that could otherwise not be provided by one party on its own.