Who we are


Point 3 is the amalgamation of two independent, privately owned companies that offer comprehensive financial planning -and investment solutions to both individual and corporate clients and investors.

Point 3 Financial Solutions (Pty) Ltd has since its inception in 2001 become one of the leading independent financial advisory and investment management firms in South Africa. We have transitioned, notwithstanding a constant deluge of regulatory and legislative reforms, from being a market participant in the financial services industry to becoming a preferred provider and trusted financial partner. We embraced change when others shied away from it. We welcomed it and have continued to adapt, innovate and advance in spite of it.

Today, more than a decade and a half since our inception, we can say with pride and yet with the same degree of humility, that we have differentiated ourselves through our comprehensive service offering, collective expertise and enduring passion for our clients.

Our evolution involved the conception of our investment management firm, Point 3 Investment Solutions (Pty) Ltd, in 2014. While the dream has been with us for many years, it took a great deal of patience, effort and diligence to bring it to fruition. In doing so we have distinguished ourselves from many players in the industry. Financial services firms that are truly independent, and that offer a total financial planning solution, are few and far between.

We not only specialise in a number of wide-ranging financial planning -and advisory services but also offer bespoke investment solutions to both personal and corporate investors. In addition to doing extensive investment research and quantitative analysis in-house, we also manage our own investment funds.

Many clients have benefitted from our impartial advice, collective expertise and proficient service, and many more will benefit as we continue to grow, innovate and impart our knowledge. Feel free to browse our website, request a consultation or subscribe to our mailing list for regular updates on local and global financial affairs.

What we offer


Meet the team


Management

Mark Botes

Mark Botes

Director
Financial Planner
Investment Manager

Heinrich Swanepoel

Heinrich Swanepoel

Director
Financial Planner
Investment Manager

Lesley Primmer

Lesley Primmer

Head of Administration
Office Manager

Martin Louw

Martin Louw

Financial Planner
Wealth Manager

Staff

Riani de Beer

Riani de Beer

Investment Analyst
Paraplanner

Ian van der Merwe

Ian van der Merwe

Financial Planner

Marina Steinberg

Marina Steinberg

Financial  Controller

Mirriam Mlangeni

Mirriam Mlangeni

Receptionist

Tracee Botes

Tracee Botes

Administration Assistant

Angelina Shongwe

Angelina Shongwe

Administration Assistant

Lize-nel Brand

Erna Barnard

Administration Assistant

Laurette Coetsee

Laurette Coetsee

Administration Assistant

Testimonials


Just a personal thank you for managing my financial affairs so faithfully and for always being present. I refuse to deal with anybody else.
L PAHL
Baie dankie vir julle hulp en ook vir die manier waarop jul besigheid doen en my ouers hanteer. My ouers is baie beïndruk en ek is baie bly ons het by julle uitgekom. Ek sal graag my persoonlike finansiële sitasie ook met julle wil bespreek.
G EDWARDS
Thank you for my latest quarterly investment report. I will read through the economic update but know that Point 3 always have my best interest at heart.
A LAMB
Ek het die algemene opmerkings oor die plaaslike en oorsese markte in my nuutste beleggingsverslag nuttig gevind. Dit beantwoord vooraf moontlike vrae oor verwikkelinge en die invloed daarvan, sowel as implikasies vir my as belegger, op ‘n sinvolle manier. Ons is steeds tevrede en in ons skik met die resultate in die huidige omstandighede. Ons laat ons sake steeds met groot vertroue in die hande van Point 3 en wens julle wysheid en sterkte toe vir die volgende termyn.
D VAN DER MERWE
I would kindly like to make contact with one of your advisors as I have been referred to you by a very satisfied colleague. I look forward to meeting you in the near future.
R RADEMEYER
Hartlike dank vir die volledige uiteensetting van my polisse en beleggings en die daaropvolgende beleggingsvoorstel. Dit is seer sekerlik die mees omvattende oorsig wat ek nog gehad het.
E GÜTHER
Ek is baie beïndruk met jul voorstelle en bykomende advies. Julle het inderdaad buitengewoon moeite gedoen.
J VAN LOGGERENBERG