top of page
Wealth Management

Where Financial Prosperity

Meets Strategic Guidance

we believe that true wealth goes beyond monetary value;

it encompasses a holistic approach to financial well-being



  • It is a discipline which incorporates structuring and planning wealth

  • Wealth Managers assist in growing, preserving, and protecting wealth. 

  • Key consideration is diversification of investments

  • Ensure the wealth is passed onto the family in a tax-efficient manner.

  • It must be in accordance with the client’s wishes

  • Assets held by custodian, not affected by collapse of fund manager or custodian

Fixed Income

Stability and Consistent Returns

Our commitment to securing your financial future is epitomized in our strategic investment in Treasury bonds. Renowned for being a risk-free investment, Treasury bonds form the cornerstone of our Fixed Income offering, providing investors with a reliable avenue for wealth preservation.

Our current interest rate is 14.5%

Share Prices
Stock Market Chart


Unlocking Growth


Our Equities investment strategy is designed to unlock long-term growth potential in the dynamic landscape of the stock market. By carefully selecting a diversified portfolio of stocks, we aim to capitalize on market opportunities and enhance your wealth. Embrace the potential for capital appreciation, dividends, and strategic investment decisions that align with your financial objectives.

Balanced Fund

Optimal Blend of Stability and Growth

CPFAM Balanced Fund is a versatile wealth management option that strikes the perfect balance between stability and growth. This investment avenue combines the security of fixed-income instruments with the growth potential of equities, offering a well-rounded approach to wealth accumulation. Our expertly crafted Balanced Fund aims to mitigate risks while maximizing returns, catering to investors seeking a diversified and resilient investment strategy. 

Financial Graphs

Request a Call back

Thanks for submitting!

Call back
bottom of page