Our Story

Empowering generations, shaping legacies

Vision Statement

To empower individuals to experience true financial and emotional freedom by guiding them on a journey toward a life of abundance. We envision a future where every person can unlock their unique "abundance code" through trusted relationships, clear and knowledgeable guidance, and personalised life planning. We strive to create defining moments that transform lives by profoundly understanding and valuing the stories and dreams of each client, ensuring their success, significance, and fulfilment.

Mission Statement

Our mission is to redefine wealth management by offering unique and meaningful solutions that resonate with our client's values and aspirations. We commit to building a foundation of trust, transparency, and education, delivering evidence-based strategies that empower our clients to achieve sustainable growth and scalability. With a forward-thinking and generous approach, we invite others to join us on a journey that prioritizes meaningful experiences over mere products, fostering a deep connection between financial well-being and personal fulfilment.

Our mission statement emphasizes our ability to have an innovative approach, commitment to trust and transparency, and focus on creating meaningful experiences for clients, all while scaling and growing responsibly.

Our Team

Committed to your investment journey

BCom ( Honours)

CFP® Post Grade Diploma

Nico Swart

Wealth Manager

B.Comm Investment Manager (US)

Certified Financial Planner (CFP (R))

Zaandrè Blake

Wealth Manager

Advanced Certificate in Financial Planning (NQF 6)

Leanne Coetzee

Wealth Manager Assistant

Our Partners in Investment Excellence

Ligna Wealth, an expert advisory group, has partnered with Fairtree, one of South Africa’s award-winning asset managers. This synergy allows Ligna Wealth to hyper-focus on helping our clients’ investments reach their full potential in investment excellence.

Ligna Fairtree

The Industry Problem:
Financial Advisers are distracted, doing jobs they shouldn't have to worry about like:
• Regulation Controls
• Development Capital/Infrastructure
• Experts in Micro and Macro Economics.
•License Restrictions etc

 

What they Should Focus On:
•Client Relationships
•Client Portfolio Analysis
•Client Portfolio Enhancements

 

This is why Ligna has partnered with Fairtree’s Investment Excellence. So Ligna can focus on doing their job in excellence.

The Industry Problem:
Asset Managers are distracted, doing jobs they shouldn't have to worry about like:
•Distribution & Competition
•Control and Justify Costs
•Understand Client/IFA needs.

 

What they Should Focus On:
•Managing the assets\capital
•Analysis of the markets and macro environments

 

Fairtree’s specialist in-house team focuses on:
•Active Management of Strategies / Investment Portfolios
•Suitable Unique Solutions for clients
•Affordable & Appropriate Advice / Products at Reasonable Cost