I founded Excalibur Wealth in 1999 after gaining extensive and varied corporate experience in financial services. I hold a number of academic qualifications and designations, including an MBA (the University of Cape Town), specialising in finance and investments, as well as a Postgraduate Diploma in Financial Planning (the University of the Free State) and the Certified Financial Planner® designation. It’s my personal philosophy – and that of our firm – that things worth doing should be done well, and that good is the enemy of great.

I further believe that trust is earned through consistently delivering on expectations. It's incredibly stimulating and gratifying for me to solve clients’ problems and help them plan for their future. I’ve gained valuable experience in assisting wealthy families to optimally structure and manage their wealth. I love what I do and am passionate about investing and people – including the talented Excalibur Dream Team. On a personal level, I value time with my family and enjoy a glass of wine, travel and the great outdoors.