Discover True Wealth

What does it mean to you? Let our team of award-winning chartered financial planners help you to find out.

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

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.

Harry and Fiona MacAuslan

“Their financial expertise is exemplary but what makes the difference is their acute emotional intelligence. ”

Our relationship with Capital has been less about finance and more to do with discussing and planning for the moments that, in the old days, would have featured in the family photo album. Their financial expertise is exemplary but what makes the difference is their acute emotional intelligence.

Irene Elliot

“We really loved Capital’s holistic approach to financial planning. ”

We really loved Capital’s holistic approach to financial planning. Not only have they done an amazing job putting our financial affairs in order and saving us lots in fees, but they have also reinvigorated our lives. We have a newfound passion for growth and change which would not have possible without their help.

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Discover True Wealth

Your Financial Planning Team