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.

Our solution

The group has access to tailor-made and niche investment funds such as unit trusts, retirement annuities and tax-free saving plans. Silvertree's main preference is to use local, high-performing unit trust funds like Coronation, Ashburton and Foord.

The Silvertree difference

When reviewing or recommending an investment strategy, Silvertree's financial advisors will always take each client's personal circumstances and needs into account, carefully considering if the assets are for growth, or for the purpose of generating income.

In addition, each client’s tax position and how their investments are held - individually, in a trust, or by a company - are carefully examined. Silvertree will only recommend structures to suit each client’s independent and individual needs. And, all effort is made to keep the portfolio flexible and allow for easy access to funds if needed.

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