Would you leave your children’s inheritance in the hands of the Government?
What would happen when you are suddenly no longer there to look after your loved ones?
We commit to walking this personalised journey with you ensuring that you are provided with all the assistance and services that support your vision for your future and to leave your lasting legacy.
The cornerstone of success in building wealth is having a clear goal and having the discipline to follow it through. The first step starts with having a wealth and intergenerational succession plan that clearly delineates your objectives, risk tolerance and time horizon. With this in mind our authorised experts craft bespoke portfolios for the client’s specific needs.
What would happen when you are suddenly no longer there to look after your loved ones?
We spend all our time trying to create wealth and building our legacies for our loved ones, and yet so few people dedicate any time to estate planning that creates clarity and certainty for when we’re gone.
Most people know the importance of life cover – but South Africans by and large are still grossly under-insured.
Capital Legacy shook up the South African Financial Services Industry by launching not one, but four new innovative offerings