Personal Capital
Insurance
Company Overview
The new millennium was characterized by financial institutions and pension funds divesting themselves of legal and financial risk and passing them onto individuals. In this context, Personal Capital (Pty) Ltd guided individuals' insurance, investment and tax choices. Our mission is to be a trusted adviser guiding clients to achieve financial well-being by providing clear, unbiased and informed advice. We form relationships with clients by helping them to clarify their life financial goals, make sensible choices and implement strategies to achieve their goals. Our services are provided to clients personally by accountable financial advisers who are duly guided by our House View set by the managing CFP®. We work from our digitally enabled offices in Pinelands, Cape Town advising South African residents, locally and abroad via email, telephone and video. When required, we see our clients face-to-face. We pride ourselves on clarity of thought and integrity in our actions. Personal Capital
Top C-suite Members of Company
Connect with key decision-makers at Personal Capital. View contact details of C-suite executives and leadership team.
| Name | Title | Contact | |
|---|---|---|---|
| Brian Claassen | Financial Under Supervision Advisor | b****n@personalcapital.co.za | |
| Brian Claassen | Financial Under Supervision Advisor | b****n@personalcapital.co.za | |
| Tanaka Vheru | Paraplanner | t****u@personalcapital.co.za |
Email Formats
Discover the email patterns used at Personal Capital to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| firstname.lastname@company.com | john.doe@company.com | 45% |
| firstname@company.com | john@company.com | 30% |
| firstinitial.lastname@company.com | j.doe@company.com | 15% |
| firstname_lastname@company.com | john_doe@company.com | 10% |
View Email formats of the company.
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