True Wealth

What does it mean to you? Our award-winning financial planning team are here to help you find out.

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Your Financial Planning Team

We remove complexity, bring clarity, and act as your trusted financial adviser at the intersection of your money and your life.

Discover true wealth

You’ve worked hard for your wealth. But true wealth isn’t how much you have in the bank. It’s being able to live the life you and your family aspire to, now and forever. Together we will work to discover what true wealth means to you. We will help you translate those dreams into reality.

Taking the hard work off your hands

You’re an expert in your field, so you don’t need to be an expert in finance. Your personal financial planning team will take care of every aspect of your money from financial planning to investing to guidance and much more. We’ll take the hard work off your hands so that you can live life without financial worries.

How we help you

Our chartered financial advisers specialise in three areas, delivering outstanding results throughout. Select who you are to find out how we can help you.

For Entrepreneurs

Before, during, and after a business sale you’ll have access to professional expertise about your personal financial affairs. The key to this is discovering your number so that any sale is on your terms.

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For Busy Professionals

Professional life is hectic with long hours and constant pressure. Your financial planning is on the back burner for a quiet Sunday that never comes. Let us do the financial heavy lifting for you.

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For Retirement

It’s important to know that part of your legacy will be taking care of your family. You owe it to yourself to enjoy the retirement you’ve always wanted. We will plan your perfect retirement.

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Investing intelligently and securely

The right investment approach is the one that matches your goals. But there’s a right way to do it. Invest intelligently and grow your money in the long term, just like the experts

How to invest intelligently

Who we are

We are Capital Asset Management, an award-winning independent financial advice and planning firm. At our offices, highly personal service meets leading financial planning technology. We believe in building long-term relationships with our clients and their families.Our clients are known by name, not by number.

Meet the Capital team