A fiercely independent investment advisory and financial planning business, established in 1999, and targeting the high net worth market.
Highly regarded and respected by both major institutions and clients, for its strong values driven culture and track record of always acting in the best interests of clients.
The firm has 12 team members, 7 of whom are wealth advisors - with 5 holding the highly sought after CFP® designation.
Located at the Featherbrooke Business Park, outside Featherbrooke Estate in Krugersdorp, Gauteng, but with a client base right across South Africa.
CONTACT DETAILS: 011 662 2575 or info@excalibur.co.za
Company Details
- Employees
- 10
- Founded
- -
- Address
- Office 1 & 2, Featherbrooke Business Park, Cnr Falls Road & Riviera Lane,featherbrooke,south Africa
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- excalibur.co.za
- Keywords
- Investment Advice, Wealth Advice, Investments, Independent Financial Advice, Retirement Planning, Wealth Management, Trusts, Offshore Investments, Investment Planning, Estate Planning.
- HQ
- Krugersdorp, Gauteng
Excalibur Wealth (Pty) Ltd Questions
Excalibur Wealth (Pty) Ltd's website is excalibur.co.za
Excalibur Wealth (Pty) Ltd's LinkedIn profile is https://za.linkedin.com/company/excalibur-wealth-pty-ltd
Excalibur Wealth (Pty) Ltd has
10 employees.
View email and phone details for 10
employees at Excalibur Wealth (Pty) Ltd.
Excalibur Wealth (Pty) Ltd's industry is
Financial Services
Excalibur Wealth (Pty) Ltd's top competitors are
Wilkinsons Insurance Brokers,
Stone Wealth Management,
Erste Invest D.o.o. Croatia,
Sirdicks,
Ivory Wealth Management,
Maverick Wealth Management,
Sitwala Technologies,
Remove Debt,
Itransact Fund Managers,
Combined Solutions Africa (Pty) Ltd.
Excalibur Wealth (Pty) Ltd's categories are Financial Services
Excalibur Wealth (Pty) Ltd's founding year is 1999
