CAPITAL ATLANTIC

The heart of our business is our focus on gaining an in-depth understanding of the financial needs and goals of our clients.

Clarifying those needs and prioritizing them in a simple friendly manner, then by harnessing our resources we will seek or design a solution to meet those needs, Being Independent our proposals take into account all leading Life insurance and Investment companies, ensuring that our advice to our clients is the most efficient and cost effective.

The financial planning process focuses on how an individual can meet life goals through the proper management of their financial resources.

This requires the development of a comprehensive and holistic financial plan. This will include a review of the client’s current financial status, income and expenditure, assets and liabilities, savings and investments, retirement provision, estate planning, risk planning, short and long term objectives. The financial plan would then recommend the strategies to be implemented in order to reach goals, objectives and financial security. Once implemented, we will continue to monitor the progress of our client’s financial goals, as well as to implement any amendments that may be necessary due to changing circumstances.

We present unique solutions to the complex financial needs of our clients, which has necessitated high levels of expertise in the following areas of financial planning:

  • Retirement Planning
  • Investment Planning
  • Bond Life Insurance
  • Credit Life Insurance
  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Physical Impairment
  • Functional Impairment
  • Income Protection Insurance
  • Premium Protection Insurance
  • Health plan Protection Insurance
  • Retrenchment Insurance
  • Rewards Programs
  • Succession / Estate Planning
  • Trusts, Planning opportunities using trusts
  • Advice and drafting of Wills
CAPITAL ATLANTIC

HOW CAN WE HELP YOU?

Capital Atlantic and its entire staff are committed to excellence.
For more information, Or to speak to one of our Specialists:

CONTACT US