Financial solutions

Point 3 Financial Solutions (Pty) Ltd is the financial advice and intermediary services division of our business.

The company, established in 2001, is registered as a Category I Financial Services Provider (FSP 831) with the Financial Services Board of South Africa. All our advice and financial planning related functions are performed by Point 3 Financial Solutions.

The vision of Point 3 Financial Solutions is to be a market leader in the financial services industry by offering world-class financial solutions and personalised advice to clients through longstanding business relationships with each of them.

As qualified financial planners we constantly strive to add value to each of our clients in a unique way. Our focus has always been on identifying individual needs, understanding them and building long-term relationships with our clients by successfully addressing their needs.

Whether you require general financial advice or a more comprehensive offering, our expertise and collective experience will prove to be of value to you.

Feel free to browse our services or contact us today for a consultation with one of our qualified and experienced financial planners.

Investment solutions

Point 3 Investment Solutions (Pty) Ltd is responsible for the active management of all client funds.

The company, established in 2014, is registered as a Category II Financial Services Provider (FSP 46169) with the Financial Services Board of South Africa. All our investment management related functions are performed by Point 3 Investment Solutions.

The vision of Point 3 Investment Solutions is to enhance the financial wellbeing of our clients through time-tested and proven investment solutions.

Our offering includes a wide range of services such as market research and analysis, investment strategy formulation, fund manager selection, fee negotiation, portfolio construction, strategic asset allocation, investment implementation, risk management and performance monitoring.

Our track record in investment management dates back to 2001 when we launched our model portfolios. Today, Point 3 manages in excess of R 1.3 billion on behalf of private and corporate clients through an array of different administrators and product providers. Our model portfolios have culminated in the launch of our FSB-approved investment funds in May 2016, referred to as the Point 3 BCI Fund Of Funds structures.

Whether you are an experienced investor or simply starting out, there has never been a better time than now to begin, if not revisit, your journey to financial freedom.

Feel free to browse our services or contact us today for a consultation with one of our qualified and experienced investment specialists.

Our Investment Funds

Point 3 Investment Solutions has partnered with Boutique Collective Investments (Pty) Ltd (“BCI”) to be our third party co-named partners for the management of our investment funds.

BCI provide a quantitative and qualitative research methodology as well as an administrative fund platform to Point 3 Investment Solutions. Our Fund Of Funds structures are managed in like manner as our model portfolios and offer the same target return strategies as they always have, but in a more structured, more admin-efficient manner.

Our investment funds on offer are the following:

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