ABOUT US
CapitaCo is an independent financial advisory firm. Our advisers have significant
expertise to help solve your unique financial circumstances and maximise the probability of achieving your wealth and lifestyle aspirations.
CapitaCo focuses on detailed research, preparation of advanced strategy and advice, implementation of strategy and advice, ongoing review and refinement of advice, and portfolio management services.
OUR SERVICES
STRATEGIC FINANCIAL ADVICE
Our advice sits at the centre of your financial strategy, and it starts with you. We spend the time to get to know you, understand your goals and aspirations, and what is important to you. We overlay your goals with our knowledge and understanding of complex financial matters to give you tailored, strategic advice that helps you achieve those goals.
PORTFOLIO MANAGEMENT
Active, considered, pro-active portfolio management, underpinned with extensive, in-depth research and matched to your risk profile is at the core of our advice process.
SUPERANNUATION AND RETIREMENT
We provide advice on superannuation and retirement strategies including ensuring you have sufficient income for retirement, structure of your fund, use of SMSF's, maximising the tax effectiveness of contributions and balances within the fund, and commencing a pension.