A great place to start would be examining the four pillars below, starting with the basics of sound financial planning, moving into retirement and investment planning tips. For the more technical aspects on portfolio construction and investment principles, navigating through the investment management unit would be of great value.
Our heart is to equip and educate our direct clients to make wise financial decisions that their future selves will thank them for.
This involves helping you gather relevant financial information, examining your current financial position and setting investment goals.
This process happens prior to retirement to make sure that you have sufficient savings at retirement to provide for future capital and income needs.
The process of identifying appropriate and tax-effective solutions which align to your financial goals and risk appetite.
The specialised ability to build outcome-based portfolios determined by time horizons and risk appetite.
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The Fairtree group consists of the following regulated entities: 1) Fairtree Asset Management (Pty) Ltd (South Africa, license no. 25917); 2) Fairtree Capital Hospitality (Pty) Ltd (South Africa, license no. 46033); 3) Fairtree Asset Management LLP (United Kingdom, license no. 826211); 4) Fairtree Capital International IC Ltd (Guernsey, license no. 2293281); 5) Fairtree Private Client (Pty) Ltd is an Authorised Financial Services Provider. (FSP 12179)
Tel: +27 21 943 3760
Client Service: +27 861 76 0760
Guernsey: +44 1481 704
Email: clientservices@fairtree.com
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