INVESTMENT
OFFERING
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
future investors.
“Because with us, it’s all about the journey.”
Fairtree Private Client (Pty) Ltd is an Authorised Financial Services Provider. (FSP 12179)
