Welcome to Heptagon Capital

About Us

Discover the Heptagon Capital difference – where your financial aspirations become a reality through personalized and strategic wealth management.

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OUR COMPANY ETHOS
THE LAW OF VALUE
Your true worth is determined by how much more you give in value than you take in payment.

THE LAW OF COMPENSATION
Your income is determined by how many people you serve and how well you serve them.

THE LAW OF INFLUENCE
Your influence is determined by how abundantly you place other people’s interests first.

THE LAW OF AUTHENTICITY
The most valuable gift you have to offer is yourself.

THE LAW OF RECEPTIVITY
The key to effective giving is to stay open to receiving. 

Mission Statement
To set a new standard in integrity-driven financial guidance, enriching lives by prioritizing client goals and consistently exceeding expectations.

Vision Statement
Our vision is to redefine financial advising by building a community rooted in trust, integrity, and authentic service. We aim to be a trusted partner in every client’s financial journey, delivering value that consistently exceeds expectations and makes a lasting impact. Through openness and collaboration, we foster growth, inspire confidence, and elevate financial well-being for all.

Advice Process

Let us help you


  • Establishing goals and a relationship with the client.
  • Gathering data.
  • Analysing data.
  • Developing a plan.
  • Implementing the plan.
  • Monitoring the plan.

Do it yourself


  • Decide what you need.
  • Determine your Budget (affordability)
  • Do a personal Estate Planning exercise.
  • Do a personal Retirement Planning exercise.
  • Prioritize between what you want and what you need.
  • Get quotations from different insurers.

    • Benefits:
  • Determine if the benefits quoted is in line with your needs.
  • Determine if the benefits from the insurer you chose will comprehensively cover your needs.
  • Make sure the Tax benefits is aligned with your needs.
  • Contact the insurer and apply for the investment or benefit you want.
  • Ensure you negotiate a 0% fee/commission with your insurer of choice.
  • Do all the medicals required, if risk benefits are involved.
  • Follow up with the insurer to ensure your product is activated.
  • Download your policy contract and review it to ensure it is correct.
  • Pay your premiums.
  • Go through the same process again next year.  
Have any questions?
Get in touch.


Get in touch

Heptagon Financial Group
Heptagon Wealth

A licensed Independent Financial Services Provider and Brokerage proudly associated with all major insurers and investment houses.

FSP No.9968
Heptagon Capital

We are an accredited Old Mutual franchise and operates under the Old Mutual FSP license.

FSP No.703

Heptagon Capital

Bespoke Financial Solutions for Lasting Peace of Mind.

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