Asset Tree represents the relationship between a clients’ investments and their desire for those investments to grow. We have been facilitating this relationship for our clients since 1989. We can best describe this life cycle with the analogy of a tree, and close investigation of the trunk will reveal a truth about life and investing.
We approach Investment Planning from a ‘needs’ point of view and not through a typical ‘risk profiling’ exercise. Investment Planning covers both Wealth Creation and Retirement Planning which are fundamentally different.
What matters are important to you in the event of morbidity or mortality? We conduct a thorough investigation in order to determine these needs and we will advise appropriately.
Health is expensive on a monthly and annual basis. By combining medical aid and gap policies, one can have better cover than just on medical aid.
Short term Insurance
Business and Tax Planning
Estate Planning and Wills
We understand that you come to us because of who we are, not simply because of all the services we offer you. With a culture of partnership we have forged a team that injects expertise and energy into every client’s portfolio of needs and dreams. We stick with you to create a real and lasting relationship.