Silvertree takes a client-centric approach, not a product-centric one and focuses on tailor-made solutions.

Who we are


We are registered with the Financial Planning Institute (FPI) of South Africa. This means that Silvertree Risk and Wealth Management CC has met the stringent qualification and competency requirements of this regulatory body and operates to the highest level of professional standards and ethics.

Business Assurance


Silvertree advises and consults on various measures to ensure continuity of businesses in the event of the death of a co-owner, a guarantor shareholder’s estate or a key person.

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Retirement Planning


Due preparation for life after retirement. You can no longer rely on your pension fund to retire. In fact, greater wealth is today created outside the traditional retirement environment.

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Estate Planning


In the event of a death, it helps those remaining if the deceased’s estate is structured to ensure asset protection, sufficient income and effective distribution of assets once finalised.

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As an independent advisory practice, Silvertree has access to a wide range of providers and products enabling clients to benefit from the best and most effective product for them.

What we do

Silvertree takes a client-centric approach, not a product-centric one and focuses on tailor-made solutions. As an independent advisory, Silvertree has access to a far wider range of providers and products enabling clients to benefit from the best and most effective product for them.

Business Assurance

Helping businesses and other institutions manage risk and avoid potential pitfalls. Silvertree advises and consults on various measures to ensure continuity of businesses in the event of the death of a co-owner, a guarantor shareholder’s estate or a key person.

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Estate Planning

Proper preparation for transferring wealth and assets after death. In the event of a death, it helps those remaining if the deceased’s estate is structured to ensure asset protection, sufficient income and effective distribution of assets once finalised. Silvertree’s financial advisors assist clients with every step of the considerable process.

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Group Risk Pension & Provident Fund

Assisting an employer or large entity in offering insurance and retirement to its employees or members. The Group Schemes division actively manages group risk, pension and provident schemes to maximise benefits for employees. Silvertree's financial advisors believe that employers have a social and moral obligation to provide the very best options to their employees.

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Life, Disability & Dread Disease

Insuring the life of a person, or against a specified event such as disability or contracting a dread disease. The life assurance industry has changed substantially over the past few years and is constantly evolving. Silvertree recommends all clients and prospective clients seek an independent assessment of their existing life policies, especially as substantial savings could be affected.

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Local Portfolio Construction

Investing within South African borders for the purpose of generating income. Silvertree's certified financial planners will assess and give an expert opinion of your local investments and advise on any necessary changes or additions.

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Offshore Portfolio Construction

Investing money in a country or jurisdiction outside of South Africa. As the world moves into one, more opportunities, risks and threats arise globally. It has become apparent that diversification of assets is essential. This is not only to protect wealth, but also to grow it in global terms.

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Retirement Planning

Due preparation for life after retirement. You can no longer rely on your pension fund to retire. In fact, greater wealth is today created outside the traditional retirement environment. A successful retirement requires the accumulation and management of various assets and investment, and ideally should be planned and implemented from an early age.

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Start investing today!

021 702 1915 | claudette@silvertreegroup.co.za | Suite 5, Steenberg House, Silverwood Close, Steenberg Office Park, Tokai, 7945, Cape Town, South Africa

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