Silvertree Risk & Management cc.Suite 5 Steenberg HouseSilverwood Close, Steenberg Office ParkTokai, 7945, Cape Town
Phone: 021 702 1915
Fax: 086 669 4370
Email: info@silvertreegroup.co.za
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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 ... Read more
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 of professional standards and ethics. We ensure that all our representatives are fit and proper at all times. Each of our financial planners holds a CFP qualification and Is registered with the FPI. Silvertree Risk and Wealth Management CC is a registered Financial Services Provider. FSP Registration No: 29682. In addition, it complies with the Financial Advisory and Intermediary Services Act (FAIS). Such compliance is monitored by Riana Grobler of Compli-Serve SA (Pty) Ltd, a licensed Compliance Practice, CO 194 who is contactable on 0861 273 783 or email Riana@compliserve.co.za. FAIS Licence no: 29682 Collapse
All fees and commission are paid to the company by the product provider. No more than 30% of the company’s total remuneration is from any one product provider. Remuneration will always be disclosed to... Read more
All fees and commission are paid to the company by the product provider. No more than 30% of the company’s total remuneration is from any one product provider. Remuneration will always be disclosed to clients and where fees are charged, this will be agreed upon upfront in terms of our proposal. For further information, refer to our disclosure notice. Collapse
The company has entered into written agreements with multiple product providers, allowing us to market their products: Allan Gray, Coronation, Investec, Liberty Life, Momentum, Old Mutual, Discovery L... Read more
The company has entered into written agreements with multiple product providers, allowing us to market their products: Allan Gray, Coronation, Investec, Liberty Life, Momentum, Old Mutual, Discovery Life & Invest, Discovery Health and Sanlam - for a full list of our selected product providers, refer to our disclosure notice. Collapse
Silvertree takes a client-centric approach, not a product-centric one and focuses on tailor-made solutions. Product provider advisers can't dispense advice. As an independent advisory, Silvertree has ... Read more
Silvertree takes a client-centric approach, not a product-centric one and focuses on tailor-made solutions. Product provider advisers can't dispense advice. 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. Collapse
Should you as the client be dissatisfied with services rendered by us, a complaint may be lodged in writing – with copies of relevant documentation – and addressed to: Mr Mark Moir, Key Individual, Po... Read more
Should you as the client be dissatisfied with services rendered by us, a complaint may be lodged in writing – with copies of relevant documentation – and addressed to: Mr Mark Moir, Key Individual, Postnet Suite 52, Private Bag X12, Tokai 7966. Tel: 021 702-1915 Fax: 021 702-1097 or via email: mark@silvertreegroup.co.za. If still unsatisfied, the complaint can be escalated to the ombudsman: FAIS Ombud, P O Box 74571, Lynwood Ridge, 0040. Tel: 012 470-9080 Fax: 012 348-3447 or via email: info@faisombud.co.za. Website: www.faisombud.co.za Collapse
Any advice, quotation, recommendation or variation received in writing from Silvertree or its representatives. Read more
Any advice, quotation, recommendation or variation received in writing from Silvertree or its representatives. Collapse
We have been operating as an independent advisory company since 2007. Each of our financial advisors has 15 or more years of experience in financial planning. Read more
We have been operating as an independent advisory company since 2007. Each of our financial advisors has 15 or more years of experience in financial planning. Collapse
Alison has been my financial advisor for over 10 years. Together, we have actively monitored and reviewed my financial objectives towards financial freedom in retirement. I find Alison to be extremely knowledgeable and personable and, together with Heather, they provide efficient, friendly and helpful service. They are always available should I have any questions or require assistance. I highly recommend their services as I feel assured that my best interests are always served. ~ Tim Moulder
Alison has been my financial advisor for over 10 years. Together, we have actively monitored and reviewed my financial objectives towards financial freedom in retirement. I find Alison to be extremely knowledgeable and personable and, together with Heather, they provide efficient, friendly and helpful service. They are always available should I have any questions or require assistance. I highly recommend their services as I feel assured that my best interests are always served.
We have partnered with Silvertree for a number of years to manage our defined contribution employee 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 business. ~ Murray Barlow, Cellarmaster, Head of Sales and Marketing, Rustenburg Wines
We have partnered with Silvertree for a number of years to manage our defined contribution employee 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 business.
Thank you very much for looking after our financial affairs. Pat and I really do appreciate all that you do. ~ Charles and Pat Hepburn, private clients
Thank you very much for looking after our financial affairs. Pat and I really do appreciate all that you do.
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* Silvertree Risk & Wealth Management cc. is a FSB approved and authorised Financial Services Provider under license #29682
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