Springpoint Finance is a national independent brokerage, specialising in tailormade long-term insurance and wealth management.
Started by industry experts 2011, Springpoint was launched with a vision: to get an overview of our potential clients’ financial portfolio before our experienced financial advisor makes initial contact and to offer an informed and convenient service.
Backed by 25 years in the industry and a solid stable of product offerings, we aim to give our clients much-needed peace of mind by assessing their individual needs and assisting them with:
• investing their hard-earned money;
• tax laws;
• a variety of insurance requirements.
We currently employ 50 people (and counting), ranging from advisors to administrative staff and have a solid network of external brokers we call on to facilitate deals where necessary.
The Springpoint Advantage
Verifi, is Springpoint’s unique online tool, a 100% FREE and obligation-free service to ‘find your policies and investments online and make them count’ through three simple steps.
The information contained in the comprehensive report allows us to ascertain your needs from the get-go, giving our capable team of telephonic Financial Advisors unique insight into your financial portfolio. This enables us to review, advise on and identify the best possible solutions, based on your individual needs.
As an additional added value, we are able to:
• check existing financial portfolios, to ensure your personal information, as well as your beneficiaries, are up to date and correctly recorded;
• compare rates and establish whether you are paying too much on your current portfolio;
• provide you with a wide selection of industry products, designed specifically for future security, health and wealth – all done telephonically, for your convenience.
To ensure peace of mind, we will only contact you if you have given your express consent, and if we have identified an opportunity to add real value.
Our financial advisors are experienced in planning for short-term and long-term goals such as education, retirement, asset protection, and liability cover.
As an ethically driven company, we also make every effort to save you money on your premiums and ensure that you pay only for what you need.
Springpoint Partners and Portfolio
Springpoint Finance is an independent brokerage contracted with Stanlib, Allan Gray, Glacier, Discovery and Momentum Wealth.
Our stable includes Berkeley Asset Management. Managing funds for individuals and companies, we make well-timed investment decisions on behalf of our clients, using both local and foreign assets and currencies, to grow your financial portfolios and to achieve desired results.
In addition, we utilise low-cost assets and alpha value assets to achieve our objectives. We specialise in long-term products, such as life insurance and retirement investments and also focus on the following:
• Growth investments
• Defensive investments
• Cash investments (including everyday bank accounts, high-interest savings accounts and term deposits)
• Fixed interest
Get in Touch
Springpoint Finance’s offices are based in Johannesburg and Cape Town, but we operate nationally.
Also be sure to like and follow us on Facebook for regular updates and latest news.