Site Map

Our map to help you find the financial information you are looking for.

About Us

  • About Estate Capital

    We want every client to consider Estate Capital to be their very own personal and trusted adviser.

  • What our clients say

    Please read the many testimonial endorsements our clients have provided on this website to see what they say about our advice and on-going service.

  • Our client stories

    We recently invited a few of our clients to share their own experiences of working with us so that you can see how our advice works in practice.

  • Frequently Asked Questions

    We want every client to consider Estate Capital to be their very own personal and trusted adviser.

  • Advice Services & Fees

    Our fee structure is designed to offer loyal clients a reward for growing their wealth through us.

  • Meet the Team

    Led by Chartered Financial Advisers – supported by a team of market analysts, researchers, investment managers and technical administrators.

  • Our History

    How our business has grown.

Financial Advice

Wealth Management

Resource Library

  • Resource Library

    Our resource library may help you with any financial issues you may have.

  • Media Resource Library

    Our media library provides details of our video and press coverage.

  • Archive Library

    Our resource archive library will help you with any financial issues you may have.

  • Finance Glossary

    This section includes a summary of common finance and investment terms, phrases and their definition.

Investment Portfolios

  • Investment Portfolios

    Learn why our portfolios consistently outperform industry benchmarks.

  • Defensive Portfolio

    You prefer to take a small amount of risk to achieve modest or relatively stable returns. You accept there may be some short term fluctuations in value.

  • Cautious Portfolio

    You accept some risk & aim for a reasonable return. You accept the risk of a small to moderate loss with modest yet frequent fluctuations in value.

  • Conservative Income Portfolio

    You don’t seek risky investments but don’t avoid them either. Your aim is a longer term return. You accept modest yet frequent fluctuations in value and the risk of a moderate loss.

  • Conservative Alpha Portfolio

    You don’t seek risky investments but don’t avoid them either. Your aim is a longer term return. You accept modest yet frequent fluctuations in value and the risk of a moderate loss.

  • Balanced Beta Portfolio

    You are aiming for higher long term returns & accept poorer performance. You accept the risk of a greater than moderate loss.

  • Balanced Income Portfolio

    You are aiming for higher long term returns & accept some sustained periods of poorer performance. You accept the risk of a greater than moderate loss.

  • Balanced Alpha Portfolio

    You are aiming for higher long term returns and accept significant fluctuations in value. You accept the risk of a greater than moderate loss.

  • Speculative Beta Portfolio

    You are aiming for higher long term returns and accept significant fluctuations in value. You accept the risk of a moderately significant loss.

  • Speculative Alpha Portfolio

    You are aiming for higher long term returns and accept frequent, significant fluctuations in value. You accept the risk of a significant loss.