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Don't let financial decisions
limit your dreams. -
Spend your time
doing what inspires you. -
When you dream big,
you can plan big. -
Be an asset to all
who share your vision.
"Your time is limited, so don’t waste it living someone else’s life."
Steve Jobs
EXPERT FINANCIAL ADVICE
What we do:
MetaCapital offers high-level personalised expertise and service in the following area
- Investments
- Tax
- Trusts
- Estate Planning
- Wills
MetaCapital provides specialised bespoke solutions designed for individuals with complex financial situations. This includes but is not limited to business owners and those with offshore interests.
We are proud to have clients across South Africa and as far afield as the UK, USA and Australia.
How we work:
There is no magic formula – each client is treated as an individual
There is no upfront charge, and we will spend as much time as is necessary in understanding how MetaCapital might be of assistance and add value, before going about formalising our appointment and setting out the scope of work and terms of remuneration.
We understand that people have varied needs and preferences and it is not our policy to insist or attempt to persuade our clients to entrust us with all their financial needs.
Our only non-negotiable requirement from all out clients is full and honest disclosure regarding their financial affairs. It is simply impossible to give the best financial advice without understanding the overall context.
Service Providers:
MetaCapital’s main service provider for the past 16 years is Allan Gray.
With Allan Gray’s local and offshore investment platform of 70 plus good unit trusts, an investor’s needs can be catered for in a transparent and meaningful way. Either in a pure investment account, tax-free investment, a retirement annuity, living annuity or preservation fund.
Service providers:
- Allan Gray
- Dorrington Jessop Incorporated Attorneys
- Old Mutual Wealth
- Sanlam Glacier
MetaCapital is represented by Jon Webber, who’s qualification include the following:
- MBA, BCom Honours in Portfolio Management, BCom Honours in Tax
- Post-graduate Diploma in Financial Planning
- Advanced Post-graduate Diploma in Financial Planning
- Jon is a CERTIFIED FINANCIAL PLANNER®
- Jon has more than 17 years’ experience in working with individual clients to problem-solve and arrive at tailor-made financial, investment, estate planning and tax solutions. His prior corporate background assists in his insight into his clients’ business interests.
- He works with each client personally and they have direct access to him as required.
LATEST BLOGS
Updated every week to keep you informed
Retiring to something
Asking better questions
The hidden gaps in your safety net
Why your brain is working against your retirement
The word over every door
Who contributes to your success
Surviving the noise
The core and the explore
The hidden cost of doing something
Safety has a cost
“Every risk is worth taking as long as it’s for a good cause, and contributes to a good life.”
Richard Branson
YOUR FINANCES
Helping you choose the right products to create a portfolio that will fit the life you want to plan
Retirement Planning and Provision
The sooner you begin to plan and save for your retirement, the sooner you can retire! The product most bought for this type of financial planning and provision is known as a Retirement Annuity (RA). Most companies have RA’s worked into their remuneration packages, but many don’t.
Investments & Tax Free Accounts
When it comes to investing, it’s important to have a diverse portfolio. My expert knowledge and extensive investment options allow you to truly choose the very best products available to you. From low-risk, long-term investing to high-risk, short-term strategies we can mix it up or keep it conservative: investments completely tailored to who you are and where you want to go.
Estate Planning
Estate planning is not only for the mega-rich. If you have assets, investment policies, risk cover and more than one potential beneficiary, then I can assist you with the planning of your estate and how it will be allocated when you pass away. An estate that is left open can cause a difficult time to be even harder for those who are left behind. Often there is more work needed on a R3m estate than on one that is worth R20m!
"Most people don't plan to fail, they fail to plan."
John L Beckley
ARE YOU SAVING ENOUGH?
How healthy is your financial plan when it comes to saving and provisioning funds for the future? Digital technology and our diverse economic systems and policies have increased our options both for investment and for risk protection. This is an arena that is constantly changing, growing rapidly and needs to be monitored regularly – which is one reason for having your own financial planner!
WHO DO YOU CHOOSE?
If you have never worked with a financial advisor before, you may find yourself overwhelmed by the choice, confused by the jargon and frustrated at the cost! But in the same way you wouldn't service your own car, it's good to have someone you trust to advise and guide you to make healthy decisions about your wealth.
CREATE WINNING STRATEGIES
Aside from being an expert in the money game and having a keen sense of the conditions and lay of the financial landscape, winning strategies are born inside of a relationship of trust, mutual understanding and a commitment to strive for the same goals. Your financial advisor should bring you peace-of-mind and help you maintain control of your finances.
TESTIMONIALS
Hear it from my clients
The past few years of working with Meta Capital have been an absolute delight and service has certainly been ‘ ahead of the curve’ when compared to a myriad of other financial businesses that I’ve dealt with over the years. Good, straight advice with alternative choices and a full explanation of the process and expectations. And the talk proceeds seamlessly to the action of concluding the transaction with meticulous paperwork.
Chris Wolf Bsc.(QS), MBA
I have been with Metacapital since mid 2015 and, based on previous experience with other financial advisers, the service I have received is top grade. Jon Webber is always personally involved in any decisions that need to be made regarding my investments and his advice is clear, logical and easily understood. I am completely at ease and satisfied with the work that Metacapital has done for me. Communication from the Metacapital team is always prompt and clear. Besides the investment component, Metacapital’s tax advice and service is, again, excellent and I can confidently recommend Metacapital for investment and tax services.
Ralph Breukel
have trusted MetaCapital with my financial future (and that of my son) for more than 20 years. They are fast, reliable, competent and offer really valuable advice and insights. I would recommend them very highly – total financial peace of mind!
Hymli Krige
Mr Webber (Jon Webber/Metacapital) has been financial adviser and investment consultant to both myself and my wife for the past 20 years. He and his staff have invariably been most helpful. His much appreciated assistance and advice in these matters has always been based on sound up-to date economic and ethical principles.
Harry & Gale P. Becker
"Innovation distinguishes between a leader and a follower."
Steve Jobs
CONTACT ME TODAY
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