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Capital Legacy shakes up the home-buyers’ market with HomeVantage™

“When we looked at the home-buyers’ market, two key things stood out for us. Firstly, the entire process is relatively complicated and cumbersome for the client, and secondly, the financial advisor, who is trusted by their clients to facilitate and advise on their investments and plan their legacies, is excluded from the purchase of one of their clients biggest assets,” explains Brandon Garbutt, Managing Director of Capital Legacy.

The JustPlain Drive With Darren

Our MD, Brandon Garbutt chatted to Darren Scott on MixFm about our recent launch to Financial Advisors and media. He also chats a little about the four, new products that will be launched in October 2020.

 

Title: Capital Legacy shakes up the industry

This week, Capital Legacy shook up the South African Financial Services Industry by launching not one, but four new innovative offerings, continuing to reaffirm themselves as a serious contender in a traditionally monopolised industry.

“Because we work so closely with advisors and clients during the Will-drafting and estate administration process, we’ve been directly exposed to areas in the market where we feel clients could benefit from improved solutions,” says Simeonides. “Rather than sitting back during lockdown, we’ve been very busy building what we feel are ground-breaking solutions that address some very real gaps in the market.”

Publications: FA News, Mail & Guardian, IOL

https://mg.co.za/special-reports/2020-08-14-capital-legacy-shakes-up-the-south-african-financial-services-industry/

https://www.iol.co.za/business-report/sponsored/capital-legacy-shakes-up-the-south-african-financial-services-industry-4b536415-16dd-4b37-bf9d-e706b87d1434

10 top tips for Insurance Entrepreneurs

Having began work at a younger age, as a waiter, water bottle supply man after which as an insurance dealer Alex Simeonides insists that its classes from the arduous knocks alongside the highway to success that helped him flip an business shortcoming into an organization value just below R1 billion in lower than eight years.

Publications: FA News, DigitalTariq, The World News

https://www.digitaltariq.com/10-top-tips-for-insurance-entrepreneurs/

https://theworldnews.net/za-news/10-top-tips-for-insurance-entrepreneurs

ALEX SIMEONIDES IS INTERVIEWED BY TONY BLEWITT

Our CEO, Alex Simeonides, chatted to Tony Blewitt on Mix FM on the importance of Wills as well as the four new, ground-breaking products that Capital Legacy will be launching on 1 October 2020.

Publications: Mix 93.8 FM

Alex Simeonides is interviewed by Tony Blewitt the day before Capital Legacy’s annual Broker Launch

Our CEO, Alex Simeonides, was interviewed by Tony Blewitt on the importance of Wills and the upcoming Capital Legacy launch.

Publications: Mix 93.8 FM

The importance of Wills and upcoming industry events

Our MD, Brandon Garbutt chats to Darren Scott, on Mix FM. They discuss the importance of Wills, the upcoming Wills Week in September and our industry-wide launch on the 13th of August 2020.

CAPITAL LEGACY SHAKES UP THE SOUTH AFRICAN FINANCIAL SERVICES INDUSTRY

Johannesburg. Capital Legacy, South Africa’s leading provider of Wills, has been operating in the fiduciary and financial industries since 2012. Over the last eight years they have provided more than 300 000 clients with Wills and indemnified over R 70 billion in fees that arise during the estate administration process, which has aided them in gaining invaluable experience and insight into consumer needs and trends.

Women in leadership leaving a legacy

Interview with Deenisha Nadesan, Director at Capital Legacy Fiduciary Services – South Africa’s leading provider of Wills

Leaving a legacy is more than the likes on your Instagram page or the number of shares you get on Facebook. It’s about what you contribute to this world and the journey you travel to get there. This year for Women’s Day, we celebrate women in leadership. We have interviewed Deenisha Nadesan on her journey to date, and what it has been like travelling on it. At only 33 years old, she is one of the Directors of Capital Legacy Fiduciary Services and a leader in her own right.

Women – You are okay, you are strong, you are a legacy

If you are on any form of social media, you have most likely seen the video of the 2-year old girl who hurts her hand in the door. Her mom encourages her to repeat a type of mantra – “I’m okay, I’m strong, I’m beautiful, I’m loved, I’m worthy” (at which point the little girl starts smiling). It’s encouraging but it also reminded me that these small reiterations of what we do and say create our legacies, regardless of our life stages.

As a woman, you hold so much potential and the small, seemingly mundane things are what contribute to your legacy – whether that’s the impression you leave with someone after you’ve spoken, the mantra you teach your children, or the lifestyle you create for you and your family. You are a legacy and here is a list of 3 practical things we’ve compiled, that we believe significantly impact your legacy.