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 »
Drawing Income From The Right Fund Is Vital In our Quarterly Report for 2020, an article by Wessel Grobler and analytics by Hennie Botha, covered an extremely interesting point for income withdrawals inside our solutions. Some of the most frequent questions we are being asked during this time is coming from our clients drawing income
Drawing Income Wisely Read More »
Retirement Should Be The Best Time Of Your Life. Retirement should be the best time of your life. Especially when you have spent about 55-65 years working so hard toward it. These years are often spent split between, working hard in high school so that you can get entry to university, so that you can
Retirement Done Right Read More »
Combining Hedge Funds And Unit Trusts Inside A Single Portfolio Carriers Many Benefits For Our Investors Our last article introduced our best view on balanced investing. We made mention of our ‘Core Combination’, which is currently the blend of a 75% Unit Trust and 25% Hedge Fund composition. However, what makes this combination so great?
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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.
