Meet the Team at Capital Financial Planning

Formerly a cost accountant, Ami Katz moved into the financial services industry about 20 years ago.   Initially working in South Africa to help clients with offshore investments, Ami then moved on to helping his clients with financial planning, retirement planning and insurance matters.

Ami enjoys a strong working relationship with his clients and gains a thorough understanding of their needs, investment preferences and goals.    His main aim is to ensure their wealth is protected and continues to grow throughout their lifetime.

With an excellent industry network, Ami has access to and knowledge of a broad range of products and has a knack for matching the right product to the right client.  His hands on approach ensures that all his clients are looked after and kept up to date with developments in the financial planning and investment industry.

Bernadette has been in the business for 14 years and has been with Capital Financial Planning for the last 3 years. Previous positions include being personal assistant to the executive of First National Bank Eastern Cape in South Africa.

Bernadette has a high work ethic and is able to work efficiently under pressure, Her accuracy and attention to detail are important to her as well as displaying a high level of professionalism. 

It has been so rewarding to hear clients continually tell me how good and reliable her follow up service has been. Not only is Bernadette a great asset but also a good team player.