Wealth Management | Financial retirement planning
We assist our clients in achieving financial security through pre- and post-retirement planning. The process includes personal discussions with clients, where we gain insight into their financial situations, current and future needs, aspirations and investment risk appetite. A solution consisting of the most appropriate products and services is then offered.
We will also assist with document completion and implementing the financial plan. As circumstances inevitably change and markets evolve, clients' portfolios are reviewed periodically.
Pointbreak also offers a Life File which assists clients to consolidate documentation relating to their Estate, investments, property and assets, liabilities, insurance policies and a Last Will and Testament. An up to date Life File contributes towards the efficient management of an estate portfolio.