Excalibur Wealth (Pty) Ltd is a comprehensive financial planning firm based in South Africa. As a registered Financial Services Provider (FSP No. 46642), its mission is to help clients achieve their financial goals through a structured and disciplined advisory process. The company was founded on the principle of providing holistic financial advice, covering areas such as investment planning, retirement strategies, risk and estate planning, and tax guidance. They emphasize building long-term relationships with clients by offering personalized and independent financial solutions.

Founded in

South Africa