Authorised Financial Services Providers
Serving wealthy families with pride since 1999
Tel: +27 (0)11 662 2575 • Email: info@excalibur.co.za
Office 1 & 2, Ground floor, Featherbrooke Business Park, Cnr Falls Road & Riviera Lane, Featherbrooke, South Africa
Trusted advice. Proven results.
Founded in 1999, Excalibur Wealth is a fiercely independent investment advisory and financial planning firm serving high net worth clients. Highly regarded by both major institutions and longstanding clients, we deliver guidance with experience, insight, and personal care. Our CFP® professionals focus on your goals, not products, ensuring advice that truly works for you.
Investments aligned with your life.
Excalibur Portfolio Managers provides advice-led investment solutions carefully aligned with our wealth planning process. Our extensive suite of local and international funds is designed to achieve clear, outcome-based financial objectives, giving you confidence that your investments are optimally structured to support the future you want.
Partner with one of our friendly wealth advisors and take control of your financial future.
Tel: +27 (0)11 662 2575 • Email: info@excalibur.co.za
Office 1 & 2, Ground floor, Featherbrooke Business Park, Cnr Falls Road & Riviera Lane, Featherbrooke, South Africa