Capita Wealth Advice

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Capita Wealth Advice


Interviews by appointment


Personalised advice on retirement, savings, wealth protection and insurance for individuals and small business owners.


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How much does the service cost?

Our first appointment is at no cost and a chance to discuss your goals. A quote s provided once the scope of the services required is agreed upon.

Do you deal with SMSF?

Retirement goals can be achieved through SMSF, Industry, Personal and Employer Super. We recommend the most appropriate platform dependant on your situation.

Can you help with Centrelink?

Advice on Centrelink, Department of Veterans Affairs, Aged Care and Estate Planning provided.

Is insurance advice provided?

Yes, we deal with a variety of insurers who offer life insurance, income protection, total and permanent disablement and trauma insurance.

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