Our approach is focused on the six-step financial planning process which requires intellectual honesty and impartiality to ensure that the integrity of our work does not conflict with our clients’ and their families’ best interest. We do this by exercising sound professional judgement in all our engagements & actions.
At Capital Wealth Counsel, we firmly believe that you cannot get the most out of your money without first knowing what purpose the money has to serve. With this in mind we endeavour to listen to our client’s desires, dreams, goals and passions during our client meetings, so that our recommendations are aligned to their unique objectives.
We work with a team of world-class professionals that includes reputable insurance & investment fund managers; fiduciary & trust experts and chartered accountants, so that we can be certain that every solution is fully supported by strategy.
We understand that every client is unique and our focused approach to financial planning is essential in providing tailor made solutions appropriate to each client’s unique needs and aspirations.
Our Business Partners
As an independent financial planners and insurance brokerage, Capital Wealth Counsel has intermediary agreements with the following insurance and asset management companies with whom we partner with to address our client’s needs: