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About Capital Wealth Counsel (PTY)

Capital Wealth Counsel (PTY) Ltd is a comprehensive independent financial planning consultancy firm. Our definitive aim is to support you our client through offering honesty and professional guidance as well as management of your financial plans throughout your life stages. We achieve this by consistently supporting you and your families’ wealth plans in order to achieve financial freedom during your existence. Our approach is focused on the six step financial planning process which requires intellectual honesty and impartiality to ensure that the integrity of our work does not conflict with you and your families’ best interest and we do this by exercising sound professional judgement in all our client engagements. At Capital Wealth Counsel we firmly believe that you cannot get the most out of your money without first knowing what purpose the money is to serve and with this in mind during our client engagement meetings we always endeavour to listen to your desires, dreams, goals, objectives and passion so that our recommendations are on target with your needs. We work with a team of professionals ranging from reputable Insurance and Investment fund managers, Chartered Accountants and Trust Attorneys to get the job done. We understand that every case is different and our focused approach to Financial Planning is essential in providing tailor made solutions appropriate to each client’s unique needs and aspirations.

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