Wealth Strategies
Beyond a Lifetime.

Bespoke investment portfolios combining South African opportunities with global reach. Independent advice, fiduciary duty first.

About Johan Coetzee

Strategic Wealth Management for the Long Term.

With over 16 years in wealth management and as a CERTIFIED FINANCIAL PLANNER® (CFP®), I specialise in creating tailored investment portfolios that combine local expertise with carefully selected offshore strategies.

My clients – entrepreneurs, executives, and multi-generational families – trust me to protect and grow their wealth through market cycles with discipline, transparency, and genuine partnership.

16+

Years Experience

CFP®

Certified Professional

FSP

License 12179

Johan Coetzee CFP

My Expertise

Bespoke Investment Management

Local and offshore portfolios tailored to your risk profile, goals, and tax situation. Utilizing institutional-grade research to maximize returns while managing volatility.

Retirement & Estate Planning

Comprehensive retirement modelling to ensure longevity of capital. Structuring trusts and wills for tax-efficient generational wealth transfer.

Risk & Insurance Planning

Protecting your greatest assets. Life, disability, dread disease, and business assurance structured to minimize tax impact and maximize cover.

Offshore Structuring

Strategic use of offshore allowances. Access to global ETFs and direct international shares, fully compliant with SARS regulations.

Financial Dashboard

Interactive tools to help visualize your financial trajectory.

Retirement Projection

Projected Capital -

Tax Estimator (2025/26)

Estimated Liability -

RA Tax Optimization

Potential Tax Back -

Secure Your Future Today

Contact Details

EMAIL

johanc@fairtree.com

LOCATION

Cape Town, South Africa

Fairtree Private Client (Pty) Ltd
FSP License No. 12179
Member of the Financial Planning Institute

Trusted Platforms

We partner with South Africa's leading administrators to ensure safety, transparency, and efficiency.

Allan Gray Ninety One Momentum Glacier Prescient PPS
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