About

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

What makes our fee structure so attractive is that the cost chain is entirely in our control. Through efficiencies of scale, we’ve been able to negotiate very competitive fees and these savings significantly reduce the impact of our advisory fees. This means you’re effectively paying the same fee as if “going direct”, however you receive expert advice, planning and everything else that comes with consulting with a professional.

Omega Capital’s charging structures (and other investment costs and fees) are 100% transparent, disclosed and agreed to in writing by our clients.

There are no hidden fees and no kickbacks. This is a contractual commitment which we believe is a first in South Africa.

Our investment portfolio fee structure is a nil commission basis, with an annual advisory fee applicable of between 0.25% and 0.75% of the assets under management.

• We believe that we are correctly incentivised to protect and grow client assets because this in turn protects and grows our revenue.
• Initial fees and a pre-agreed once off structuring fee may apply depending on the complexity of the circumstance and the compliance cost involved.
• Importantly, while this is Omega Capital’s fee structure, a large part of our value add lies in our ability to reduce the other costs and fees clients pay. This saving is often as high as 70%, compared with the industry average.
• To cover costs a minimum fee of R 12 000.00 per annum is required.

OUR VISION

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

We are dedicated to creating a very personalised client experience informed by our knowledge and experience, one that exceeds our clients’ expectations. We aim to do this with a  comforting sense of warmth and sincerity.

VALUES

​Effective – Value through innovative solutions

Real – Relaxed, authentic people who can relate to you

Principled – Value, trust, ethics and integrity

Excellence – Consistent delivery

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.

We operate with true transparency and independent thinking to deliver a results-orientated strategy using proven investment policies and principles, the latest technology and a wealth of industry knowledge and experience.

To that end, we follow a strict process that  includes:

• Our advice is never compromised.
• A strategic planning process utilising expertise and technology, helping us to analyse your needs in  determining the right strategies and products, for you and your family and/or business.
• A framework to guide our decision-making provides a financial baseline against which we measure future results.
• Consistent monitoring and updating of your plan to ensure that it remains relevant to your needs.
• Provide the tools and products you, your family and business need to help create, grow and preserve your wealth.

WHAT MAKES US DIFFERENT

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

What makes us different is our size and expertise. Far from just being financial brokers, we are specialist wealth managers operating in an environment of independent thinkers. Omega Capital is large enough to compete with the big names in the industry and still small enough to know and care for our clients personally.

While we remain totally independent of any service provider, we enjoy quick and easy access to decision makers in asset management companies, service providers and administrators. This gives us the level of agility and timing required in the modern world, with which larger firms cannot compete.

It is important to us, and for clients to know, that we apply the same investment strategy to clients’ investments and as we do to our own investments. These “tried and tested” financial planning and investment strategies use the latest technology and industry knowledge to deliver superior outcomes for our clients.

We are proud holders of an FSCA Regulator Approved category II investment management licence. This authorises us to act in terms of a client mandate, to ensure the importance of preserving and growing their wealth through pro-active management of their investment portfolios. This mandate makes clients’ lives simpler and less cluttered, with less administration so that they can focus on the important decisions required in their own financial planning.