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.

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.

“Because with us, it’s all about the journey.”

Fairtree Private Client (Pty) Ltd is an Authorised Financial Services Provider. (FSP 12179)