There are rarely more important aspects of life other than enhancing the lives of you and your family.
At Capital, our focus is on you and what you want to achieve in life. Money is merely the fuel to ensure that your personal aspirations can be met. The personal relationship built and the time dedicated means that these outcomes can’t be done on a mass-market level. Capital has been built on bespoke, serving a few rather than many, to ensure you receive the personal attention that you need.
You are looking for a financial adviser who ‘gets’ you and understands your circumstances intuitively. Your life and finances are pretty good on the surface, but really, deep down, you don’t understand what you have or how it works but would love the independence and control of knowing. You could well be facing a significant event such as retirement or the sale of your business, or you simply may want to have an honest conversation and feel that your very best interests are being taken care of, freeing up more time to focus on the other important things in life.
Naturally, you may be a delegator, preferring to work alongside a trusted financial adviser who acts as a personal financial coach, discussing, sharing, collaborating and problem-solving. You don’t want to be sold anything, let alone “stuff”.
If any of this resonates, get in touch to schedule a conversation. Also, we send out some great ideas, thoughts and inspiration each month. If you want to hear from us, click here to add your email address here.