Presenting Client Consent: A Novel Approach to Meeting POPI Act Requirements
We recognize that adhering to privacy regulations can be intricate.
ABOUT US
Using our unique, fully integrated approach, we develop and deliver a plan that’s specific to your goals and priorities, helping you consider the alternatives and making sure you understand the choices and trade-offs. And once the decisions have been made, we’ll partner with you to put your plan into effect, defining milestones and monitoring progress as we work together to secure your family’s future.
WHAT WE DO
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.
NEWS
Stay up to date with insights from our experts
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?
It just makes sense to do your life cover with the people you trust to do your Will.
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.
Capital Legacy Shakes up the Life Insurance Market with MyCover™
Most people know the importance of life cover – but South Africans by and large are still grossly under-insured.