ABOUT US

B Juris LLB CFP
Eric is a qualified attorney and Certified Financial Planner with more than 20 years of financial planning experience. Eric lives in Stellenbosch and enjoys outdoor activities such as tennis and mountain biking.

B Proc Adv Tax Cert CFP
Connie is a qualified attorney and Certified Financial Planner, and has over 20 years of financial planning experience.

CA (SA) CFP
Don joined the business on 1 June 2014 as a managing partner in Gauteng. A qualified CA, he is acknowledged for his experience and expertise in general finance and accounting with specific focus on investments, scenario planning and structuring.

Privilege is an admitted attorney and has been in the legal profession and academics since 2013. She has experience in the private sector, academia and non-governmental organisations such as NEPAD. Privilege joined our Gauteng office in January 2018, where she works with Don as a Financial Planner and in-house Compliance Officer.

Fundiswa joined Plexus Wealth in March 2024 as an Administrative Bookkeeper. She has a strong understanding of accounting and financial operations, with more than three years of experience in this field. She is responsible for collating documents for trusts, such as tax registrations, returns and ad hoc trust administration, as well as invoicing.

Prior to joining Plexus Wealth, she worked as an Accounts Executive in the shipping industry.

She currently holds a National Diploma in Accountancy and certificates in Pastel Partner and Payroll

Di joined Plexus Wealth (then called Grant Thornton Financial Planning) in 2006 as an Administrative Officer. Prior to that, she worked at Liberty Life East Coast Agency for three years as an Administrative Officer.

Di holds an Advanced Certificate in Financial Planning and is currently completing her BCom degree in Financial Planning.

Natalie joined Plexus Wealth in 2011 as a Risk Administrator, after working for five years in Johannesburg.

Since joining Plexus Wealth, Natalie has moved through the various departments in the company, namely Corporate Benefits, Special Trusts and Investments.

Natalie has 18 years’ experience in the industry.

Crisandra joined Plexus Wealth as an Investment Administrator for Jon in February 2023. She has completed both the RE1 and RE5 qualifications and holds a Higher Diploma in Human Resource Management. She is currently studying towards a National Certificate in Wealth Management, accredited by INSETA, and has more than 10 years’ experience in the financial services industry.