CAAA advises on personal wealth: whether you are accumulating it, protecting it or planning your retirement. Our advice is professional, simple and practical so that you understand how to achieve your goals.
Wealth is all about the things that mean the most to you: retiring early, your dream house, time with your family, holidays, a house on the beach or that boat you have always wanted.
Our personal wealth team’s aim is to educate and empower you. The goal is to deliver financial clarity, and help build the path to your future wealth and security.
The team is led by Justin Said who holds several advanced degrees and is also a chartered accountant. He ensures investment decisions are based on the most academically rigorous methods.
Our strategies are devoid of speculation, arbitrage or complex financial engineering. We invest through top of breed investment managers and utilise specific strategies suited to client’s individual needs. There is no “one size fits all”. We incorporate local and offshore fund management, direct equities, properties bonds, property and shares when delivering the optimal investment strategies to suit your goals.
Our advice is free of conflict. Most work is conducted on a quoted fixed price upfront basis, or completed at fee-for-service rates. Our work is not priced on a capacity to pay, but rather on the level or value of services provided. Where practical, commission-based remuneration has been removed from our business model.