About
About us
Personal Capital (Pty) Ltd was established in 2010 by Ashree Christian CFP®. The new millennium was characterized by financial institutions and pension funds divesting themselves of legal and financial risk and passing them onto individuals. In this context, Personal Capital (Pty) Ltd guided individuals’ insurance, investment and tax choices.
Our mission is to be a trusted adviser guiding clients to achieve financial well-being by providing clear, unbiased and informed advice.
We form relationships with clients by helping them to clarify their life financial goals, make sensible choices and implement strategies to achieve their goals.
Our services are provided to clients personally by accountable financial advisers who are duly guided by our House View set by the managing CFP®. We work from our digitally enabled offices in Pinelands, Cape Town advising South African residents, locally and abroad via email, telephone and video. When required, we see our clients face-to-face.
We pride ourselves on clarity of thought and integrity in our actions.
In 2016, our sister company – Personal Capital Insurance Brokers (Pty) Ltd was established in response to our clients’ demand for our advice on their short-term insurance. Personal Capital Insurance Brokers represents all major insurers in South Africa.
Both entities have their own indemnity and compliance regime.
Our team
ashree
christian CFP®
Chief executive officer
- BA LLB (UCT)
- Admitted Attorney of High Court (non-practising)
- Post Graduate Diploma: Tax Law (UCT)
- Certified Financial Planner (UOFS)
- Advanced Post Graduate Diploma: Financial Planning (UFS)
- Certificate: Wealth Management (GIBS)
- Certificate: Credit Management (UFS)
- 27 years of combined experience as a Legal Adviser to Old Mutual, Banker in ABSA’s High Net Worth Division and CEO of Personal Capital (Pty) Ltd & Personal Capital Insurance Brokers (Pty) Ltd
Talitha
burger
senior financial PLANNER
- Risk Adviser
- FAIS ACT Regulatory Examination 5 Qualification
- Personal Financial Planning
- National Certificate in Wealth Management: NQF 5
Brian
claassen
Senior Financial PLANNER
- Risk Adviser
- FAIS ACT Regulatory Examination 5 Qualification
- Personal Financial Planning
- Short Term Insurance Adviser
- National Certificate in Wealth Management: NQF 5
ADRIAN
NDUNYUNU
Financial PLANNER
- Short Term Insurance Adviser
- National Certificate in Short Term Insurance: NQF4
- FAIS ACT Regulatory Examination 5 Qualification
Testimonial
Here is what our clients have to say about working with us.