LIFE

MONEY

BALANCE

Your partner in LIFE and MONEY decisions. Execute them. Achieve BALANCE.

REAL PEOPLE
PARTNERING
WITH YOU
TO MAKE
YOUR LIFE
EXCEPTIONAL

• WHAT MAKE US DIFFERENT

At Omega Capital we provide the entire range of financial planning and wealth management services to help individuals reach their financial goals.

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• OUR PHILOSOPHY

Omega Capital is the holder of an FSCA approved CAT ii investment management licence. We are proud to always demonstrate the highest standards and ethics throughout all aspects of our business.

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• OUR CUSTOMER VALUE PROPOSITION

To establish a legacy as a values-based financial planning firm with an emphasis on sound advice, independent thinking and delivering service without compromise.

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• OUR FEES

At Omega Capital, we believe in ensuring that our clients have access to the best value for superior advice.

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• OUR HISTORY

Omega Capital was started as a family business, known as Westgate Brokers. It was the first independent financial advisory firm on the West Rand.

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LIFE • MONEY • BALANCE

We are an independent financial planning and wealth management firm with a commitment to providing strategic and professional advice and high-quality service, tailored to the individual and personal needs of all our clients.

WHAT WE CAN DO FOR YOU

At Omega Capital, our experienced and accredited wealth managers will offer you, your family and/or your business a comprehensive strategy for creating, growing and preserving your wealth, which will in turn allow you to live your exceptional life.

WE UNDERSTAND YOU

The success of our business depends on how well we know our clients. The better we know you, the better we can advise you. Therefore, getting to know you is our main priority. We want to understand your outlook, your goals, your dreams and your aspirations. We bring experience, unbiased thinking, dedication and trust which we combine with technology and proven wealth management strategies so that your plans and dreams become a shared reality.

THE TEAM

The team’s motto and indeed the “pay-off” line of Omega Capital is that of: Life. Money. Balance.

LIFE

We are passionate about helping people implement sound financial strategies to achieve the best outcomes, by employing their income and savings in the most efficient way to ensure that their financial goals are met, thereby enabling them to live an exceptional “life”.

MONEY

We believe in empowering our clients so that they understand and are comfortable with the plans we set up. They engage and interact with the planning process to get as much out of our expertise as possible and the best possible outcome for their “money”.

BALANCE

We are more than just your wealth manager. We are real people, living normal lives, with dreams and aspirations combated by day-to-day challenges, just as everyone else. For this reason, we understand you, your priorities and your dreams. Ultimately “balance” of some kind is required in everyone’s life.

Investment Management

Private Wealth Management

Absolute Transparency