ABOUT US
Plexus Wealth was created after Plexus and Grant Thornton Financial Planning merged in September 2012.
Managed and supported by a passionate team of experts, the company has since grown into a thriving independent financial planning business with its own range of funds. Today Plexus Wealth enjoys a national presence with representation in Stellenbosch, Durban and Johannesburg. All offices are overseen by an equity partner.
The company is acknowledged for its independent insight in an uncertain world. Its success is evident in the enviable performance track record set by the Plexus Wealth funds as well as our many satisfied clients. Our holistic offering and objective approach to financial planning ensure we are well placed to meet your needs too!
Our mission
Every client is different and has their own unique situation, goals and dreams. So, we are dedicated to meeting the individual needs of every client. Driven by a sense of purpose and integrity, we strive to grow the assets of our clients and help them achieve the financial outcomes they desire.
Our people
James Barnett
Chief Executive Officer
Read more...
B.Compt (Hons) CA(SA)
James is Chief Executive of Plexus Wealth. He is a qualified CA who previously specialised in business valuations, corporate finance and financial services audits. He joined the business in March 2013 as a financial planner.
Eric Jones
Director
Read more...
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.
Connie Groenewald
Director
Read more...
B Proc Adv Tax Cert CFP
Connie is a qualified attorney and Certified Financial Planner, and has over 20 years of financial planning experience.
Don McIntosh
Director
Read more...
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.
Amanda de Wet
Property Portfolio Manager
Read more...
BBusSc Finance (Hons)
Before joining Plexus Wealth, Amanda was a rated listed property analyst at Barnard Jacobs Mellet. She also gained experience in their Private Client and Structured Products divisions.
Jon Hollinshead
Senior Financial Advisor
Mbali Mafuze
Manager Trust Services
Robynne Dry
Executive Fiduciary Specialist
Read more...
Robynne started her career in banking and asset management. In 2005 her focus shifted to work with attorneys. Robynne developed the Settlement Trust Product at her previous company and joined Plexus Wealth in August 2019 to continue to grow, develop and establish new and existing relationships with attorneys nationally in the Medical Negligence and Road Accident Fund fields.
Lynn Cooper
Client Liaison Officer
Di Rao
Client Liaison Officer
Privilege Chanana
Intern financial advisor
Read more...
LLM
Privilege is an admitted attorney and has been in the legal profession and academics since 2013. She has had experience in the private sector, academia and non-governmental organisations such as NEPAD. Privilege joined our Gauteng office in January 2018 and is under Don’s supervision.
CONTACT US
Durban
T: +27 (0)31 940 0470
Cape Town
T: +27 (0)21 200 0409
Johannesburg
T: +27 (0)10 595 3889
Click here to email us
Want a financial planner to meet with you? Contact us online.