TurnPoint Investments (Pty) Ltd is an Authorised Financial Services Provider (FSP12820)
Real people, helping real people with real financial needs. We are an independent financial advisory group helping clients set and achieve their investment goals while taking key aspects of their lifestyle, tax, estate planning, risk and asset allocation into account.
TurnPoint Investments is a group of professionals in the wealth management and financial planning industry. Our advisors need to have a high level of understanding in terms of the law, investment allocation, retirement planning and tax as well as how that impacts clients.
We offer our clients the ability to invest themselves or via a professional advisor in both a local or offshore (global) manner. Our view is to create global investors, reducing portfolio and geographic risk, within our client’s South African portfolios and pensions.
We are a group of professionals with the goal to help clients navigate the world of financial planning and wealth management.
“The turning point in the life of those who succeed usually comes at the moment of some crisis.” — Napoleon Hill
We want to do what works for you.
Helping you interpret and simplify the noise.
by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow).
by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.
by regularly assessing any potential life transitions that might be coming and creating the action plan necessary to address and manage them ahead of time.
by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own fees and the costs of your solutions.
Julian Stephen is our online financial planner and advisor who will monitor your submissions in our RoboAdvisor platform.
So please go ahead and click below for either RoboAdvice or for Julian to contact you.
Exchange Rate USD: Mon, 4 Nov.
Our bespoke approach to each client’s personal portfolio is a key differentiator for us. As independent advisors we can select the vehicle and underlying assets best suited to the individual and their unique needs, applying the appropriate investment houses, strategies and structures across the globe.
Our team of experienced advisors and key relationships with (rather financial institutions?) asset managers allows us to offer clients unit trusts, ETF’s and share portfolios held in South Africa and around the world.
From local money markets and banking to offshore shares and portfolios, we have a solution that will suit you!
Assessing costs, risk and estate implications shows how a Certified Financial Planner® and wealth manager adds value to clients.
We bring the world of investing to our South African clients through very affordable and accessible structures. Global platforms that allow clients to move capital out of South Africa (a service we can assist with) and invest in shares, unit trusts or ETF’s at a service/ fee level of the client’s choice.
Our offshore offering can be accessed in pension funds, retirement annuities and with cash either in South Africa or physically offshore.
We are registered tax practitioners assisting clients and individuals with tax advice as well as compiling and filing of personal income tax.
As part of our approach with all clients we assess the impact of fees and charges on an estate as well as how to ensure beneficiaries are taken care of as quickly as possible.
Our service offering includes Estate Planning, Wills drafting and Executorship of Estates.
YOUR LIFE, YOUR CHOICE
Use Sygnia RoboAdvisor to design your own investment strategy. Tell us about yourself, your aspirations and your risk profile as an investor. We will then guide you towards the strategy most likely to meet your savings requirements.
Not looking at a relationship with a financial advisor? Just want to know if you are on the right track or want a second opinion? We offer a fee for service offering that will not push any products, merely recommendations that can be implemented by you. No ulterior motives, only pure objective advice that will leave you content that your decisions thus far are on the money or highlighting an issue that should be addressed.
Manage your own offshore portfolio at via our global platform. From NASDAQ and S&P 500, Apple, Microsoft, TESLA and more to FTSE and EUROSTOXX. Our global platform allows you to hold ETF’s, Mutual fund and Shares that can be traded daily.
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