Cratos Wealth
Cratos Wealth is a division of Cratos Capital (Pty) Ltd that caters to high net worth individuals that require a holistic approach to estate and wealth management in an independent manner. Cratos Wealth has dedicated wealth and portfolio managers to ensure that each and every client is nurtured and treated in a manner required. We look and cater to preserving and growth assets for generations to come. Our philosophy is to ensure that expectations are managed in order to cater for you goals. Cratos Wealth divides your portfolio into short, medium and long-term strategies both locally and offshore.
Cratos Wealth Service and Product offerings Wealth
Personal Assurance
Life cover, Disability, Dreaded disease, Income Protection, Education protection
Business Assurance
Buy and Sell Agreements, Contingent Liability, Key person Assurances
Fiduciary Services
Wills, Trusts and Estate Planning
Pre and Post Retirement Planning
Retirement Annuities (Individual and Group), Pension and Provident Funds, Pension and Provident Preservation Funds, Linked and Fixed Annuities
Discretionary Investments
Unit Trusts/ Flexible Investments, Endowments, Segregated Share portfolios, Exchange Traded Funds (ETF’s), Managed Contracts For Difference (CFD’s)