WEALTH MANAGEMENT

Taking great pride in exceptional service, Pointbreak sees each client as an individual with unique needs and offers sound and professional advice regarding the achievement of financial security.

Products & Services

From initially offering cash management services when Wealth Management was launched 10 years ago, the Wealth Management services now includes:

Cash management - see Money Market Fund Fact Sheet, Institutional Money Fund Fact Sheet and historical returns
Investment advice
Retirement planning
Estate planning
Financial needs analysis
Household budgeting
Risk profile analysis
Short term insurance

Because each client is unique, Wealth Management offers a financial needs analysis and risk profiling expertise.

Financial needs analysis and risk profiling

Pointbreak holds in-depth discussions with their clients in order to obtain an overview of the client's financial situation and an understanding of their appetite for risk. Once Pointbreak has the relevant information, a recommendation is presented to the client.

The Pointbreak approach is not to pressurise the client into a decision. Once the client is ready, further discussions are held before the necessary documentation is prepared and the recommendations are implemented. The client's portfolio is regularly reviewed, taking changing circumstances and evolving life cycles into account.

Life File

The Pointbreak Life File assists clients to organise their financial and estate affairs, saving surviving spouses and family the task of locating the last will and testament and generally having to piece the relevant financial information together.

This includes life insurance, debt obligations, creditors and debtors, investments and assets such as property and coin collections.

Latest News

Available in Namibia

Pointbreak is a specialist financial services company, offering solutions to the corporate, business and private wealth markets in South Africa and Namibia. In the longer term our aim is to address industry, geographical and currency risks by establishing a diversified...