This process involves gathering relevant financial information,
setting investment goals and examining your current financial position.
This process happens prior to retirement to make sure that you have sufficient savings at retirement to provide for future capital and income needs.
Estate planning is an essential pillar in every individual’s financial plan. There are constant changes inside legislation as well as your personal requirements.
Investment Planning is the process of identifying appropriate and tax-effective solutions which align to your financial objectives and risk appetite.
FAIRTREE PRIVATE CLIENT offers
an extensive platform of products from all the major insurance companies.
Business Risk Assurance involves some key concepts: buy and sell arrangements and key person insurance.
Our experienced healthcare consultants will assist you in choosing the most appropriate option for you and your family.
Investment management is the specialised ability to build outcome-based solutions determined by time horizons and risk appetite.
Tax-Free Savings plans are a simple and tax-efficient savings solution that provides returns that are completely tax-free.
Preservation Plans are easy-to-understand pre-retirement savings solutions. These plans assist in preserving your savings
Retirement Plans provide individuals with a tax-efficient, easy-to-understand and cost-effective way to save towards their retirement.
A Living Annuity is a post-retirement saving and income solution that helps you grow your retirement savings.
Our discretionary and unit trust offering offers a wide range of affordable investment portfolios, they are tailored to meet various investment objectives.
Employee Benefits offers employees non-cash compensation packages over and above regular compensation. This includes group insurance.
Our Bespoke Products allow us to manage unique retail investment solutions for high net worth clients via actively managed portfolio blends.
An Endowment Plan is an investment plan which allows the investor to create wealth tax-efficiently. This plan will greatly benefit