Your Money in Safe Hands

Don Fraser was introduced to me and recommended as someone I could trust to create a financial plan with money raised from the sale of my business. When my wife and I met Don, we both liked him and also his investment and income strategy.  Most importantly, we have never been made to feel embarrassed, asking what in many cases are probably routine questions and perhaps often, questions we already ought to know the answer to.  When Don moved to Capital Asset Management, because of the close relationship we had built with him over a five-year period, we decided it was probably in our best interest to go with him. Moving to Capital Asset Management with Don has proven to be one of our better ‘financial’ decisions.  We quickly realised that Don and his team at Capital, will continue to act in our best interests.  The transition has been seamless.  We are both very confident that their exceptional client service and professional ability will ensure we have a long relationship with them and financial independence for the rest of our retirement.

As a fairly modest and necessarily cautious investor, I find that having placed our trust in Capital now provides me with a comforting and satisfactory degree of security regarding our financial planning.   After their careful and thorough initial research my portfolio was assembled to suit my particular requirements.  I now appreciate their regular friendly and knowledgeable advice which gives me substantial peace of mind. 

Charles Riches has proved himself to be an efficient and skilled member of CAM always ready to advise and explain any investment guidance. He takes the initiative and makes himself available for actions and opinions beyond the normal role of an advisor. I have over a number of years developed a strong confidence in his advice and subsequent results.