ABOUT PERSONAL CAPITAL

Personal Capital is a Financial Planning Firm that assists its clients to achieve financial well-being by providing informed advice that protects their interests and enhances the quality of their lives.    Personal Capital was previously known as Altius Wealth.

We form relationships with our clients by helping them to formulate goals and implement strategies to achieve them.

We protect and grow our clients' capital by providing legal, tax and financial advice on investment and asset acquisition.

We protect income- earning ability by providing insurance against risks arising from death , disability or severe illness.

Our strategy is to secure long term financial benefits for our clients by taking advantage of current favourable circumstances in their lives, thus our motto, "Hoist Your Sails When the Wind is Fair".

Personal Capital Advisers are CERTIFIED FINANCIAL PLANNER® professionals with years of corporate experience in insurance, investment, law, tax and banking.

Personal Capital is registered with the Financial Services Board as FSP 41687. The Key Individual is Ashree Christian.

“Someone's sitting in the shade today because someone planted a tree a long time ago” ....... Warren Buffet



Director : A. Christian


110 Gunners Circle Epping 1, Epping Industria, Cape Town, 7465           Tel: +27 21 531 1784           admin@personalcapital.co.za