Capital Atlantic, an Authorised Financial Services Provider, Capital Atlantic has been established to focus primarily on financial planning for Individuals, small and medium business, and corporate clients.
Capital Atlantic
Tailoring financial solutions
for families and business’s
We offer a comprehensive range of investment products, with a wide selection of funds for you to choose from, each suited to your specific investment needs, strategy requirements, investment period and risk profile. Being independent our proposals take into account more than 80 investment companies and all leading Life Insurers.
For more information, Or to speak to one of our Specialists.
011 026 0800 or info@capitalatlantic.co.za
Personal Services
The heart of our business is our focus on gaining an in-depth understanding of the financial needs and goals of our clients.
Business Services
Unique solutions to the complex financial needs of our clients, which has necessitated high levels of expertise in the following areas of financial planning.
We provide the
right specialist
to deliver
comprehensive and
sound solutions.
In today’s highly sophisticated and complex financial environment, true financial brokering needs to extend beyond the traditional, and must incorporate the skills of specialist individuals across the financial spectrum.
Executive Team
Senior Manager- Advisory
Philip Goldberg
Philip Goldberg is a qualified Chartered Accountant. Having served his articles with Leveton Boner,
Senior Manager- Financial Advisory
Jason Isaacs
Jason Isaacs has a strong multi disciplinary background holding tertiary degrees in commerce, industrial psychology, and law.
Director - Financial Advisory
Michael Katash
Michael is an award winning financial advisor with over a decade of experience in the financial services industry,
Capital Atlantic
Capital Atlantic
Capital Atlantic
OUR PARTNERS
Capital Atlantic currently has business contracts with the following companies:
