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Publication: Cape Argus (AM Edition)
Alex Simeonides – CEO

It is with great pride that we announce that our CEO, Alex Simeonides, was quoted in an article on Expectations of the new President Cyril Ramaphosa. Amongst other key individuals, Alex was quoted as emphasising the importance of bringing about professionalisation within the fiduciary industry.

As the South African people are calling for action with tangible results, and not just a plan of action, we hope to see many changes brought about during our new President Ramaphosa’s term of office.

June 2019

A guide to death and taxes
Alex Simeonides – CEO

Our CEO, Alex Simeonides shared some insight to the practical application of Estate Duty and Capital Gains Tax, commonly referred to as Inheritance Taxes, by addressing seven questions in the Citizen on the 10th of June 2019.

June 2019

Inheritance Taxes: Estate Duty and Capital Gains Tax
Alex Simeonides – CEO

Our CEO, Alex Simeonides, had the opportunity to educate and provide insight into the impact of inheritance taxes on a deceased Estate. He succinctly approaches this topic by answering eight pertinent questions.

These insights have been published in one online publication, Business Tech on the 1st of June 2019, and two print publication, namely The Cape Argus and The Daily News on the 4th of June 2019.

June 2019

Any old executor won’t do
Alex Simeonides – CEO

Our CEO, Alex Simeonides, has contributed a thought leadership piece in the May edition of the Cover Magazine.

Alex discusses the importance of having the Fiduciary Industry conform to a formalised set of standards. He elaborates on the importance of and benefit to grieving families to engage with an executor that is held to specific standards, across the industry.

May 2019

Professionalisation and Regulation of the Industry
Alex Simeonides – CEO

Our CEO, Alex Simeonides, took part in a radio interview on Smile Radio (107FM), with presenter Benito Vergotine on the 21st of May 2019.

They discussed the current lack of accountability within the Fiduciary Industry and the necessity of professionalising and regulating the industry to bring about accountability and protect customers. As inspired by the Financial Services Industry there are certain requirements that when implemented would hold service providers accountable and protect the customer.

May 2019

The Importance of Wills
Eduann Vorster – Director of Marketing, People, Legal & Risk

Our Director of Marketing, People and Legal & Risk, Eduann Vorster, was a guest on CCFM (107.5FM), with presenter Tsholo Leutlwetse (Lady T) on the 16th of May 2019.

They discussed why the business of death needs to get better at protecting customers. They also touched on the basic information you need to know about your Will and what happens when you pass away.

May 2019

Alex Simeonides – CEO

Financial Wellness: Costs when you die, and the Administration of deceased Estate by Capital Legacy
Presented by Refiloe Matsela on Power 98.7

March 2019

Alex Simeonides – CEO

The Importance of having a Will
Presented by Azania Mosaka on 702

January 2019

Shariah Estate and Financial Planning Seminar in Cape Town

AWQAF SA Hosted The Shariah Estate and Financial Planning Seminar in Cape Town

September 2018

Eduann Vorster – Director of Marketing, People, Legal & Risk

All about Last Will and Testaments – September is Wills Month!
Presented by Wynand Rossouw on Radio Pulpit/Radiokansel

September 2017

Ronel Beresford – Capital Legacy Employee

September is National Wills Month – Efficient Wealth Promo
Radio KC

September 2017

Your Last Will and Testament – National Wills Week
Alex Simeonides – CEO

It can be really difficult to understand what exactly you need to put in your Will and who should be in it and whether a declaration on a napkin can be considered as something official. Our CEO, Alex Simeonides joined ETV to explain this very important document.

Sunrise on ETV

September 2017

Talking Wills
David Moore 

Capital Legacy – Wills specialists
Presented by Ray Donovan on 93.8 Mix FM

August 2017

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I find that they are a caring company! They really go out of their way to give great service, like sending their consultants across the country to see clients to do their Wills. More important is when our client passed they appoint a caring case manager and will AGAIN go and see the families / beneficiaries to assist with explaining the process, completing forms and gathering info.

Financial Advisor regarding a Consultant

I have to congratulate you on your service – my client was so impressed with you and the way you explained the product.

Financial Advisor regarding a Consultant

The client said that the appointment was most pleasant and very informative.

Financial Advisor regarding a Consultant

The client is very happy with the A-class service and advice he received. Thank you.

Financial Advisor regarding a Consultant

Thank you so much for your prompt assistance and fantastic service. I appreciate your letter. I will definitely contact you in the future.

Received from a Client

I learnt so much in my joint call with him, he is a pleasure to work with.

Financial Advisor regarding a Consultant

Thank you so much for the excellent and quick way that you have handled this matter. I really, really appreciate it.

Quote from Independent Financial Advisor, Certified Financial Planner® and surviving Husband

Keep up the brilliant work and Capital Legacy should be really lucky to have you on board as it is very hard to find good efficient customer service and the turnaround time you did this in was phenomenal. Thank you so much once again.

Received from a Client

Dear Deenisha and co. Thank you for all your help with the estate of our Father. You have made the process as bearable as possible through all your efforts.

Message attached to a bouquet of flowers and delivered to our offices from the family who had recently lost a loved one

The client is very happy with the A-class service and advice he received. Thank you.

Financial Advisor regarding a Consultant

She is so friendly and extremely knowledgeable. An absolute pleasure to deal with.

Financial Advisor regarding Service Desk

YES MAN YES!!!! Baie dankie Capital Legacy hierdie is great diens! Dankie vir julle.

Received from a Financial Advisor

    I find that they are a caring company! They really go out of their way to give great service, like sending their consultants across the country to see clients to do their Wills. More important is when our client passed they appoint a caring case manager and will AGAIN go and see the families / beneficiaries to assist with explaining the process, completing forms and gathering info.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

    I have to congratulate you on your service – my client was so impressed with you and the way you explained the product.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

    The client said that the appointment was most pleasant and very informative.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

    The client is very happy with the A-class service and advice he received. Thank you.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

    Thank you so much for your prompt assistance and fantastic service. I appreciate your letter. I will definitely contact you in the future.

    Received from a Client

    Received from a Client

    I learnt so much in my joint call with him, he is a pleasure to work with.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

    Thank you so much for the excellent and quick way that you have handled this matter. I really, really appreciate it.

    Quote from Independent Financial Advisor, Certified Financial Planner® and surviving Husband

    Quote from Independent Financial Advisor, Certified Financial Planner® and surviving Husband

    Keep up the brilliant work and Capital Legacy should be really lucky to have you on board as it is very hard to find good efficient customer service and the turnaround time you did this in was phenomenal. Thank you so much once again.

    Received from a Client

    Received from a Client

    Dear Deenisha and co. Thank you for all your help with the estate of our Father. You have made the process as bearable as possible through all your efforts.

    Message attached to a bouquet of flowers and delivered to our offices from the family who had recently lost a loved one

    Message attached to a bouquet of flowers and delivered to our offices from the family who had recently lost a loved one

    The client is very happy with the A-class service and advice he received. Thank you.

    Financial Advisor regarding a Consultant

    Financial Advisor regarding a Consultant

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CONTACT US

  • QUICK REACH

    For general enquires, claims assistance or servicing needs, please contact us on:

    087 352 2800
    queries@capitallegacy.co.za

    1st Floor, Wrigley Field,
    The Campus, 57 Sloane Street,
    Bryanston, Gauteng

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