“An investment in knowledge always pays the best interest.”

Benjamin Franklin

Where it all started

Capvest Wealth Management was formed over ten years ago when two like-minded financial professionals realised that working in the corporate world brought with it certain limitations that suppressed their flexibility and personal growth. Founding partners – Phillip Botha and Anton Meyer – soon concluded that they had reached their growth capacity. And the time was right to break new ground.

Armed with a wealth of corporate experience, the pair opened the doors to Capvest Wealth Management in April 2010. They were now free to offer a wide variety of financial products and services to their clients. But that is not what set them apart from their competitors. What set them ahead of the pack is their unwavering focus on the uniqueness of each client’s personal circumstances. This allowed them to master the art of aligning the most suited financial product and service to each individual client. 

Offering a unique, personalised financial solution to each client made Capvest Wealth Management realise that innovation, talented people, a strong customer focus and a commitment to working hard was soon becoming the foundation to their success. This formula worked for them in the beginning, is still working for them today and will continue to work for them as they reach new heights. 

Meet our team

We are an experienced team, committed to providing independent wealth management advice and professional financial services. The professional advisory team consists of qualified and experienced wealth managers, who are all:

Certified Financial Planners® (CFP®)

Members of the Financial Planning Institute of South Africa

The personal interest in the business ensures a high level of continuity and hands-on responsibility for our clients.

The blend of skills and experience in the company ensures a professional value-added service that would be difficult to match. 

Investment Professionals

Phillip Botha

FISA™, CFP®
B Proc, LLB, H Dip Fin

Philip says, “Two decades spent in the financial industry, including running Capvest Wealth Management, has enabled me to help clients successfully secure their financial future. And because we are a 100% independent financial institution, we provide clients with financial advice that is unbiased and completely objective.

 I choose who I work with carefully, because I believe in forming a long-term bond with my clients. By getting to know them better, I understand them better, which allows me to give them a truly personalised service.”

Anton Meyer

CFP® B Com, LLB, H Dip (Tax & Int Tax), Dip Corp Law

Anton says, “After being admitted as an attorney, I moved to KPMG to embark on a career in tax consulting. This was short lived as I started a career in private banking in early 2000. I then progressed to the position of Wealth Manager at RMB. 

The aspiration to do what is best for each individual client led me to realise that true independence with excellent service delivery would form the foundation of a successful investment advisory business. Philip shared this vision, which led to the formation of Capvest Wealth Management in April 2010. I aim to build long-term client relationships based on trust, consistency and service excellence.”

Yzelle Reynolds

CFP® LL

Yzelle says, “I completed my LLB degree and Post Graduate Diploma in Financial planning at the University of the Free State before joining Capvest. I take great pride in assisting Founding Partner, Phillip Botha, in a professional capacity.”  

Grant Dixon

CIPM®, CFP® B Com (Law), PG Cert Adv Company Law, PG Dip Financial Planning

Grant says, “I joined the financial services industry and Capvest Wealth Management in early 2016 after completing my tertiary studies and an 18-month stint at a start-up FMCG business. I subsequently completed my Post Graduate Diploma in Financial Planning and have my CFP® designation. 

My passion for portfolio construction and analysis led me to further my knowledge by obtaining the CIPM® designation from the CFA Institute. My goal is to help my clients understand the complexity of investment planning in a simple and easy to understand manner.”   

Get in touch with us today

Contact Us: 011 591 0599 / 011 954 0421
Physical Address:
Culross Road, Bryanston, 2191
Postal Address: PO Box 8, Fourways, 2055

Get in touch with us today

Contact Us: Switchboard 011 591 0599 / 011 954 0421
Physical Address:
Culross Road, Bryanston, 2191
Postal Address: PO Box 8, Fourways, 2055