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Capital Creation is committed to providing you with superlative support in the management of your financial affairs. We believe our pro-active approach and team strategies allow us to deliver that commitment.

Together, we have all the tools: access to the latest information about the markets, about the performance of your assets, and about any other factors that may impact on your portfolio - including those in your own sphere. You may have a family change; your business directions may change. Anything that affects the way you view your financial requirements will affect how you direct your investments. Whatever the circumstances, Capital Creation has the very best professional advice on strategy, asset allocation and investment mix.

This advice incorporates the expertise of several leading stockbroking firms, including Salomon Smith Barney, Credit Suisse and ABN AMRO. They provide the latest research, market information and competitive rates for transactions on shares and other listed securities, as well as access to advantageous participation in public floats. We also conduct research on companies with smaller market capitalisation.

Our service to you includes:

  • daily analysis of the markets

  • frequent review of your individual portfolio's performance against current trends and expectations

  • detailed monthly reports showing portfolio valuations and a transaction history

  • end-of-year statements for preparation of income tax returns and audit

  • supervision of all transactions and meticulous record-keeping

  • A dynamic relationship bringing you timely information relevant to your investment and constant decision support. You will soon be able to access reports via this web site in a secure environment using the latest security and encryption technology. (Click link to sample reports)

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