The 28th of February is around the corner, and it is time to be strategic and tax savvy. Open a new or top up your existing Fairtree Retirement Annuity and / or Fairtree Tax-Free Savings Account and maximise your tax benefits for this tax year. How to make the most of your tax benefits Tax-Free […]
Boost your investments & pay less tax by maximising your tax benefits Read More »
5 Tips to help you set great financial habits for your 2020 Most initiatives begin with the best intentions in mind. As people, our desire is to do well, to succeed and do the best that we can. The key to actually obtaining this is ‘Consistency and Discipline’. Good intentions always get tested and
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It is that time of year again, tax year-end is on its way. 2021 tax year runs from 1 March 2020 to end February 2021. This is a friendly reminder to make your additional contributions to your Retirement Annuity’s and Tax Free-Savings Investments if you wish to maximise your tax benefit for this tax-year. To
Your Contribution Tax Benefits Read More »
2021 is now a month underway, with high hopes of this year being better than the last. With so much happening in the world, what should we do from an investment perspective? We have a few pointers and a live illustration of Do’s and Don’ts that will hopefully help our clients to stay watchful and
Do’s & Don’ts Of Investing Read More »
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Grethe joined Fairtree in 2025 as a Business Development Manager in the Distribution team. She focuses on cultivating strong, long-term relationships with financial advisers and identifying opportunities for meaningful growth. Prior to joining Fairtree, Grethe spent eight years at PPS, where she held several leadership roles, including Regional Sales Manager, Regional Specialist Support Manager, and ultimately National Manager of PPS Wealth Advisory. In her most recent role, she led the Wealth Advisory team nationally, overseeing strategy, operations, reporting, and key stakeholder relationships. She also served as a Key Individual on the FSP licence and chaired the Best Practice Committee. Earlier in her career, she worked as a financial adviser for seven years. She is passionate about empowering women in finance and previously led the Women in Finance initiative at PPS. Grethe holds a Postgraduate Diploma in Financial Planning from Stellenbosch University and is a Certified Financial Planner® professional.
Stephan joined Fairtree in 2025 as an investment specialist in the Distribution team. He began his career at Deloitte in 2006 as an accountant. He then joined Discovery Invest as an Investment Specialist, before moving to Sanlam Investments, where he spent nine years as a portfolio manager. He holds a Bachelor of Commerce degree in Accounting from the University of Pretoria, an Honours degree and CTA in Accounting from the University of South Africa, and an Honours degree in Financial Analysis and Portfolio Management from the University of Cape Town.
Get in touch with our experienced hedge fund team to navigate your investments. Have a question? We’re here to help.
Get in touch with our experienced hedge fund team to navigate your investments. Have a question? We’re here to help.
