At Capricorn we offer personal financial planning advice for people at all stages of their lives, from wealth creation through to retirement planning.

Our aim is to work together with you to develop a financial strategy that is personal to your needs and provides you with the financial security and stability you desire. We strive to help you create and protect your wealth, so you can achieve your personal financial goals.

We offer a no-cost and no-obligation initial appointment to discuss your needs and objectives. Please contact our Sutherland Office to arrange a meeting with an Adviser.

A portfolio requires regular review in order to ensure it continues to meet your needs. The review process should address your changing needs and objectives, the economic environment, investment sector performance, your taxation position, social security issues (where applicable), investments available and individual fund manager and investment performance. All these factors are subject to change and these changes may have a significant impact on the suitability of your portfolio.

To address these issues we offer clients a range of services that include:

Quarterly, Biannual or Annual Investment Reports: These reports will outline the performance of the recommended investments and provide clients with general investment and market information.

Access to Your Adviser: Clients are free to contact us as required throughout the year.  Phone advice is freely offered and a one on one meeting can be arranged at any time.

Investment Advice: We are constantly searching for new and effective ways to meet the investment needs of our clients. We regularly assess fund manager performance, new products available on the market and legislative changes to determine if we can add more value to our clients.