In the media - New Model Adviser

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.”

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.