Capital Financial Planning, we are dedicated to providing you with a high level of service and quality advice supported by industry knowledge and experience. Our process is designed so that we can help establish a strong, effective strategy to meet your finance and insurance objectives.

Initial Consultation

We begin the planning process with a complementary, no obligation consultation. We will take you through our

Initial Consultation

We begin the planning process with a complementary, no obligation consultation. We will take you through our 'fact finder' that assesses your financial situation, what your personal goals entail and what approach to risk you would like to take. Through research, we gather facts about your situation and use this to tailor the appropriate products and services in order to fulfil your objectives.

Current Needs

Our recommendations for your specific situation will be based on the facts gathered during the initial consultation. Our first priority is making sure that your immediate needs are catered for. We make sure that relevant protection strategies are established to maximise the investment opportunities offered.

Developing your financial plan

Using your goals, timeframe and risk preferences as a foundation, we will collaborate with you to craft investment strategies relevant to your future needs. Your plan will provide you with options regarding potential income streams, the right time for you to retire, and the direction in which is best suited for you to achieve your goals. Our aim is to develop a straightforward financial plan that will help you reach your investment objectives with the bare minimum of fuss.

Making your plan a reality

After receiving your approval for your plan, we will put into place the appropriate solutions that will provide flexibility to meet both current and future objectives. We understand that the investment landscape is rife with unforeseen circumstances, so we develop strategies that take this into account.

Ongoing maintenance of your plan

Protecting and growing your wealth is important to us-so we will take care to manage and administer your assets to help you maximise your investments. We conduct regular reviews to ensure that your plan remains on track and pertinent to your needs. You will be kept informed on the latest changes and breaking news in the industry on a monthly basis, so that you are able to make any tweaks to your plan.