Risk and Wealth Management

 Silvertree provides comprehensive financial planning with a strong emphasis on independence

We use a client-centric model, with a focus on understanding and meeting the needs, preferences and expectations of clients and building strong, long-lasting relationships. Our independence allows us to source bespoke solutions for clients by working with a wide range of providers and product specialists across all sectors of the market.

Our services

Protection for businesses

The death or disability of a business owner often has a detrimental impact on a business and its long-term sustainability.

Silvertree structures solutions to protect businesses against unforeseen interruptions. To encourage staff loyalty, we construct risk and retirement solutions for employees.

Protection for individuals

Personal financial planning is the financial management of individuals and family units to save and spend their resources to achieve a variety of financial goals and objectives. It also protects and mitigates against financial risks and life events.

This is an ongoing, dynamic and interactive process requiring frequent assessments and adjustments based on changing needs.

  • Wealth planning

    Our objective is to foster the growth of your investments, cultivating a robust portfolio through a strategic blend of local and offshore investment options.

    We employ diverse financial products and tax structures to ensure resilience in the face of any financial challenges.

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  • We have partnered with Silvertree for a number of years to manage our defined contribution pension scheme. The personal and customised service and advice we receive, along with regular engagement and risk assessment, puts Silvertree over and above what any major corporate firm could provide to our medium-sized busines.

    Murray Barlow | Cellarmaster | Head of Sales and Marketing, Rustenburg Wines

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Our team

We take great pride in our commitment to professionalism and ethics.

We are registered with the Financial Planning Institute of South Africa, meeting their stringent qualification and competency requirements. This affiliation underscores our dedication to operating at the highest level of professional standards, ensuring our clients receive trustworthy and reliable financial advice.

All of our wealth managers are qualified and experienced to cover all aspect of the services we offer. Silvertree is an independent advisory firm, thus ensuring we source the best products to meet our clients’ needs.

Get in touch.