FAIRTREE PRIVATE CLIENT

FAIRTREE PRIVATE CLIENT

FAIRTREE PRIVATE CLIENT (FSP 12179) is a registered and authorized Discretionary Financial Services Provider that offers integrated financial solutions to both the business owner and private client. We have a phenomenal team that dedicates themselves to:

  • Serve clients with honest, competent and professional advice.
  • Always act in the best interest of the client.
  • Build valued long term relationships with each client.
  • Provide exceptional service and loyalty at all times.

Our professional team manages each client’s portfolio with due skill and diligence. We pride ourselves in being at the forefront of our industry and continuously pioneer for new solutions to add more value for our clients. Our clients are our greatest asset and therefore we believe they deserve excellent service and advice at all times.

2006
FOUNDED: Dewpoint Investments 121 (Pty) T/A Octofin Consult
2011
NAME CHANGE: Vision Private Wealth (Pty) Ltd
2012
Obtain CAT II license
2013
NAME CHANGE: Fairtree Private Client (Pty) Ltd
2015
ACQUISITION: Waltfin Financial Services
FINANCIAL PLANNING PROFESSIONALS
Years track record of financial services to Private Clients and Business Owners