Our partnership with you
We follow an evidence-based approach that reduces the 'art' part of investing
The Market
We believe in the 'market' to deliver growth. Focus on real capital preservation. We are obsessed with keeping fees and costs low. We are independent.
Bespoke / Model
Investment Solutions
- Creating custom investment solutions
- Risk profiled options
General Advice
- Investing for outcomes
- Structuring effective portfolios
- Fund selection
- Risk Management
- Other complimentary financial and assurance solutions.
Financial Education & Social Responsibility
- Investment Training
- Financial Wellness Technology
- Thought Leadership and Investment Research
- Webinars and Podcasts
- Volunteerism and Mentorship circles
Why choose us
What makes us different?
A waypoint is a reference point relating to a journey. It can be a GPS point – a way of clarifying and helping you understand where you are on your journey. Ultimately a Waypoint can be a destination; a fix along a planned course used to make a journey or simply a point of reference for navigation.
We are a solutions-based investment firm. We are partners to our clients along their journey, ensuring that capital is preserved and grown over time. The journey cannot be completed, nor the destination reached, unless we fulfill our fiduciary role in managing our clients’ capital responsibly with due care and regard to all the elements that should form part of a well-constructed investment plane.
Independently advised investment management
We are a solutions-based investment firm.
Passive and other cost-effective solutions
We are partners to our clients along their journey, ensuring that capital is preserved and grown over time.
Off-shore solutions
The journey cannot be completed, nor the destination reached, unless we fulfill our fiduciary role in managing our clients’ capital responsibly with due care and regard to all the elements that should form part of a well-constructed investment plane.
