Who We Are

We are a Family Office offering holistic Financial Advice and Planning that is tailor-made to meet the needs of our clients’ lifestyle requirements.

Inspired by Difference

At Asset Tree, we have been representing the relationship between our clients’ investments, and their needs for them to grow, since 1989. This life cycle is best described with the analogy of a tree where, on closer investigation of the trunk, one can reveal a truth about life and investing.

Asset Tree was birthed by the need to create an independent financial planning practice. We pondered many names as we initially wanted ‘Money Tree’, because we are all familiar with the expression ‘money grows on trees’, however, we were unable to register such a name.

We therefore decided on Asset Tree, and the name has since grown on everyone who we represent and we feel it truly represents what our company is all about.

Trust Through Relationships

Did you know that each ring on the trunk of a tree tells an intricate story about the tree’s life? The narrow rings indicate times of drought and the wider rings show years of abundance. All of which determine the thickness and durability of the trunk.

We liken this to investing in the markets; there are bear markets (periods of little growth) and bull markets (opportunities for larger growth).

Together, we view your fiscal history in order to garner an idea of which investments will better suit your financial plans, goals and future in order to determine your financial longevity, much like the trunk of a tree.

Markets Change,
But Good Investments are Forever

The two key factors which directly affect this investment cycle are time and Asset Tree’s DNA.

We believe that Asset Tree’s DNA, our roots, will help our clients extract the optimum growth during their investment term. Strategically establishing solid asset bases, enabling them to endure all the elements, and bear much fruit.