Our Team

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Fairtree Invest Team

Fairtree Invest develops and manages multi-managed investment solutions that are strategically designed to meet our clients’ bespoke investment goals. These are tailored solutions for high-net-worth individual investors, as well as financial advisors. Fairtree Invest’s main focus is to educate, equip and empower our clients to make wise investment decisions, put them on the path to a secure financial future and assist them to achieve their investment aspirations.


MANAGING DIRECTOR: FAIRTREE INVEST

BEcon, HOD,
PDFP,CFP®, RE 1, 3 & 5


Lombard Barnard
Managing Director: Fairtree Invest


Director: Fairtree Invest

HOD 4, PDFP (USB), CFP®,
RE 1 & 5

Johan Steyl
Director: Fairtree Invest


Client Services Manager

BA (USB) (Social Sciences)

Adre Barnard
Client Services Manager


Investment Specialist

BCom (Financial Management), PGDA, Project Management, MBA

Sybrand Engelbrecht
Investment Specialist


Portfolio Specialist

BCom (Accounting); Qualified Accountant, Postgraduate Diploma in Financial Planning

Wessel Grobler
Portfolio Specialist


Executive Administrator

NQF 5, RE 1 and RE 5

Leana Louw
Executive Administrator ​


Client Experience (Cx) Manager

BCom, BComHons (Corporate Finance and Investment), eMBA

Kheara Kroggel
Client Experience (CX) Manager


Equity Portfolio Manager

BCom (Actuarial Science), MCom (Economics)

Cephas Dube
Equity Portfolio Manager


Investment Consultant

BCompt (Hons), FCMA, PDFP (Distinction), RE 5, CFP®

Andrew Semple
Investment Consultant


Investment Consultant

BComHons (ActSc), PG Diploma Financial Planning, CFP®

Annerie Vosloo
Investment Consultant


Investment Consultant

BCom, PDFP, CFP®, Advanced Financial Planning, RE 5

Hennie Botha
Investment Consultant


Investment Consultant

Postgraduate Diploma in Financial Planning (UFS)

Danielle Hanekom
Investment Consultant

Investment Consultant

BCom, PGFP, CFP®, RE 5

Mauritz Hill
Investment Consultant

Investment Consultant

NQF 5, RE 5, Ba Degree In Business Administration And Post Grad Diploma In Financial Planning.

Emile le Roux
Investment Consultant


Administrator

National Certificate: Wealth Management NQF L5

Natasjha Du Plessis
Administrator

Junior Portfolio Operations

BCom (Investment & Financial Management)

Johann Beck
Junior Portfolio Operations
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Employee Benefits Team

Head: Fairtree Employee Benefits

CFP, Adv PGDFP (Estate Planning & Trusts), Adv PGDFP (Investment Management), BComHons (Investment & Financial Management), BEconomics, PGDFP (Financial Planning)

Kobus Weyers
Co-Head: Fairtree Employee Benefits​


Head: Fairtree Employee Benefits

BA Counselling Psychology

Andre Kruger
Co-Head: Fairtree Employee Benefits

Invest Now

Setting Your Investment Goal

There are various goals that an investor may be desiring to achieve. The important thing to note about goal setting is the element of time . Goals can range from short, medium and/or long term. Whether your reason for investment be for capital growth, for capital preservation, to save toward retirement, for income withdrawals, saving to buy a house, saving to go on a holiday or even investing towards your children’s education, no matter the reason, choosing the correct investment vehicle and fund is key. Fairtree Invest, specializes in multi-managed solutions that are strategically designed to meet their client’s bespoke investment goals. Would you like to start your journey?

Invest Now

To start a New Investment is a three step process. We will guide you along each step.
Because with us, it is all about the journey.

This is an Individual Investor Online Application Process.

**Please Note:
Our Minimums are R1,000,000 for initial lump sum investments.

STEP 1:
Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this investment. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you

Invest Now

We will guide you along the investment process.
Because with us, it is all about the journey.

This is an Individual Investor Online Application Process.

**Please Note:
Our Minimums are R50,000 for initial lump sum investments.


STEP 1:
Please provide us with your Name, Surname, Cell Phone Number and Email Address. . A Fairtree consultant will contact you to discuss your interest in this fund. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.

Invest Now

To start a New Investment is a three step process. We will guide you along each step.
Because with us, it is all about the journey.

This is an Individual Investor Online Application Process.

**Please Note:
Our Minimums are R50,000 for initial lump sum investments and R1,000 for debit orders.

STEP 1:
Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this investment. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

STEP 2:
Once you receive your email with a link to our secured Online Application process, click on the link. The template is set up to guide you through completing the application form. Along the way you will also be prompted to upload your FICA documentation: Proof of Identification, Proof of Residence as well as Proof of Bank Details (of which the latter two should not be older than 3 months)

If you are not sure what an acceptable Proof of Identification and Proof of Residence document might be, please click here for a list.

STEP 3:
Prescient is our administrator. Once they have received the application from us, processed it, confirmed that all is in order and the FICA verification has taken place, you will receive a Welcome Letter with your investor number and payment details from Prescient. You will also receive the link to the online Fairtree Portal where you can register to view your investments and submit future transactions online. Please allow 2-3 business days for their response.

If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.

Invest Now

We will guide you along the investment process.

Because with us, it is all about the journey.

This is an Individual Investor Online Application Process.

STEP 1:
Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this investment. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.

Invest Now

We will guide you along the investment process.

Because with us, it is all about the journey.

This is an Individual Investor Online Application Process.

STEP 1:
Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this investment. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.