External influences, your own circumstances, changes in direction and priorities, the expected and the unexpected – they all affect your life. Your plan should be able to flex and adapt, to roll with the punches and keep you on track. That’s where your personal FutureMap™ comes in.
Your FutureMap is a lifelong financial roadmap designed just for you. Along with your ambitions it explores the difficult questions, anticipating change and building contingency. It’s a reference guide for your future that shows you the road ahead and gives you confidence about getting to your destination safely.
Your FutureMap is an interactive document helping you get to where you want to be. Having a plan is a great first step, but we’ll meet regularly to fine-tune it and make sure it’s still pointed directly at your goals, so you never lose sight of them.
Intelligent planning now and for the future means getting the right partner and the right plan in place.
Share your story – the good and the bad. Your ideal lifestyle and ambitions for the future. Your family, your values and what’s important to you
Identifying how much you need to fuel your ideal future and planning how to invest to ensure your money beats inflation.
Once you are happy with your plan, we’ll do all the hard work for you. Just sit back and relax while we put your plan into action.
Learn about how your money will be invested, where and why.
Your FutureMap brings together your vision of the future with our many years of experience in helping people like you to achieve their goals. Our many years of experience helps you get it right first time.
Long-term relationships are key, it’s always been that way. It’s not just identifying your goals and pointing the way, we will be there every step of the way and be around to see you achieve your goals.
Obsessively checking your investments doesn’t help anyone, but it’s important to rebalance from time to time to stay on course. Portfolios drift, but so do priorities, so regular check-ins are essential.
Here are a few examples of how Capital can help you.
We have worked with the team at Capital Asset Management for a number of years now with complete confidence and satisfaction and have found them to be competent and professional advisors. We have been particularly impressed with the effort they have made to get to know us personally, to appreciate our aims, goals and dreams. They have proved to be keen motivators in relation to our using our investments to enhance quality of life. Our Account Director Don has become a trusted confidant and we often brainstorm ideas and concerns before making decisions, particularly involving the support of our family. The comfort we have gained from their support in the management of our investments has been invaluable to us, allowing us to explore our personal wishes, encouraging us to enjoy our financial security with the confidence that our future needs will be reviewed and managed on a continuous basis. All this in addition to a simple, straightforward fee structure for the services they provide. We look forward to working with them for many more years to come.
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.