Financial Planning

The Money Market

Boost your investments & pay less tax by maximising your tax benefits

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 […]

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Importance Of Diversification Balanced Investing

For an individual investor, knowing how to allocate our investments across different assets like; local equities, global equities, local and global bonds, credit, property, cash, and even hedge funds is an important yet potentially intimidating task. Good investment planning includes the diversification of your portfolio, by combining different assets to reduce risk. This safeguards our

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Our Best Opinion On Balanced Investing

A Portfolio That Simultaneously Achieves Long-Term Wealth And Short-Term Tactical Tilting Core and Satellites Combine ‍The way that we construct our portfolios follows the same Investment Philosophy and Process designed by Lombard Barnard and Cephas Dube. This serves as the foundation to each portfolio we create. All of our portfolios have a ‘core’. This core

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The Money Market

What Difference Can A Few Days Make In A Long-Term Investment?

As retail investors we can often slip into trying to time the market in the short term, to get into and out of the investment at the perfect time. However, is there really such a thing in the markets as ‘perfect timing’? No one can predict the exact peaks and turns of the market. The

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The Money Market

Balanced Investing: Risk, Patience & Temptation

By Cephas Dube, Johan Steyl & Kheara Lugg Balanced Investing is not a foreign topic of discussion at Fairtree Invest. There have been several articles and webinars around this topic. Why? We believe it is an important concept to grasp, with many facets to mastering balanced investing. Balanced investing is all about allocating your funds

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The Money Market

The Fomo Phenomenon Of Investing

In our last article “Do’s and Don’ts of Investing in 2021”, we spoke to watching out for the FOMO (fear-of-missing-out) mindset, we used an example of this around the Bitcoin phantom rallies expecting to take place in 2021. This, however, is not the only place we can expect to see these events taking place. We

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The Money Market

Saving And Investing Is Different

Financial wellness is a journey that requires taking one step at a time. Starting the journey is the most vital step to take. In many regards, an investment can be compared to growing a tree. It may begin as a small seed, but with some good soil, strong roots, regular watering, additional fertilizer and time

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The Money Market

Your Contribution Tax Benefits

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

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Grethe Fourie

Business Development Manager

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 Venter

Investment Specialist

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.

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Get in touch with our experienced hedge fund team to navigate your investments. Have a question? We’re here to help.

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Contact us

Get in touch with our experienced hedge fund team to navigate your investments. Have a question? We’re here to help.