Investment minimums

>R5m

Werner Gibbs

I started working at Excalibur Wealth in 2006 as the first graduate intern and was fortunate enough to find a home at a firm which upholds good values, shares my passion for making a difference and strives for excellence. There’s a synergy of goals and work ethic, and clients’ interests are always placed first.

I’m both grateful and proud to be part of the team as a wealth advisor, as well as a member of the management team. I hold a BCom degree and a Certified Financial Planner® designation. Family is important to me – I married my high school sweetheart and we have three beautiful girls. As a youngster, I was a talented junior sportsman and I remain a passionate sports fan. Exercise is part of my daily regime and I believe it’s a valuable investment to devote time and energy to one’s physical wellbeing.


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:

082 XXX XXXX

werner@**************o.za

Reveal contact details

Werner Gibbs

I started working at Excalibur Wealth in 2006 as the first graduate intern and was fortunate enough to find a home at a firm which upholds good values, shares my passion for making a difference and strives for excellence. There’s a synergy of goals and work ethic, and clients’ interests are always placed first.

I’m both grateful and proud to be part of the team as a wealth advisor, as well as a member of the management team. I hold a BCom degree and a Certified Financial Planner® designation. Family is important to me – I married my high school sweetheart and we have three beautiful girls. As a youngster, I was a talented junior sportsman and I remain a passionate sports fan. Exercise is part of my daily regime and I believe it’s a valuable investment to devote time and energy to one’s physical wellbeing.


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.