Kate Thomson
Financial Adviser / Para Planner / Office Management at Asset Tree (PTY) Ltd - Durban, KwaZulu-Natal, South Africa
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Durban,KwaZulu-Natal,South Africa
Asset Tree (PTY) Ltd
Kate Thomson's Company Details
Asset Tree represents the relationship between our clients investments and their need for it to grow – we have been facilitating this relationship for our clients since 1989. We can best describe this life cycle with the analogy of a tree, and close investigation of the trunk will reveal a truth about life and investing.Asset Tree was birthed by the need to set up an independent financial planning practise, we searched high and low for appropriate names and really wanted the name Money Tree, because as we all know "money grows on trees." We however could not register that name and decided on Asset Tree, as all of your assets need to be incorporated to provide holistic and accurate Financial Planning. The name has grown on everyone who we represent and we feel it truly represents what we are about.Authorised Financial Services Provider (43775)