Investment minimums

>R5m

Devan van der Vyer

I hold BCom Finance and BCom (Honours) degrees in Financial Planning from the University of Johannesburg, and was also an avid rugby player in-between my studies. My career started in 2015 at Excalibur Wealth as a Trainee Advisor, and I obtained a Certified Financial Planner® designation as part of my internship. My aim is to assist clients in understanding their financial needs. Since joining Excalibur Wealth, I’ve continuously endeavoured to do this, and help clients to find appropriate solutions to meet their needs and goals over the long term.

My specialties are in dealing with technical and complex financial situations, particularly those relating to local and offshore trusts. I like developing long-term relationships with clients and it gives me great pleasure to get to know them on a personal level. I also enjoy learning new things from their life experiences – both personal and financial. My special interests include my family’s love for sport, nature and wildlife. We love exploring, and visit game farms and camp as often as possible.


Office 1 & 2 Featherbrooke Business Park , Cnr Falls Road & Riviera Lane Cnr

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

078 XXX XXXX

devan@e*************o.za

Reveal contact details

Devan van der Vyer

I hold BCom Finance and BCom (Honours) degrees in Financial Planning from the University of Johannesburg, and was also an avid rugby player in-between my studies. My career started in 2015 at Excalibur Wealth as a Trainee Advisor, and I obtained a Certified Financial Planner® designation as part of my internship. My aim is to assist clients in understanding their financial needs. Since joining Excalibur Wealth, I’ve continuously endeavoured to do this, and help clients to find appropriate solutions to meet their needs and goals over the long term.

My specialties are in dealing with technical and complex financial situations, particularly those relating to local and offshore trusts. I like developing long-term relationships with clients and it gives me great pleasure to get to know them on a personal level. I also enjoy learning new things from their life experiences – both personal and financial. My special interests include my family’s love for sport, nature and wildlife. We love exploring, and visit game farms and camp as often as possible.


Investment minimums:

>R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Office 1 & 2 Featherbrooke Business Park , Cnr Falls Road & Riviera Lane Cnr


About

About Excalibur Wealth

A fiercely independent investment advisory and financial planning business, established in 1999, 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 a staff complement of 10, with a wealth advisory team of 7, 6 of whom hold the highly sought after CFP® designation. A forward looking company, which is preparing itself for the next growth phase and a changing financial services landscape.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.