Experience

Mark is a Certified Financial Planner CFP(R) with over 15 years of experience in the risk and wealth management sector. He has consistently yielded positive growth and returns for his clients and has grown Silvertree Risk and Wealth Management to a business that has over R600 million in assets under management.

In Beanstalk and In Person

Mark is our in-house specialist in financial and risk planning. He is a forward-thinking and prudent financial adviser who prides himself on delivering excellent returns to our clients. Mark is an adventurist and enjoys active hobbies including mountain biking, surfing and wakeboarding. He devotes much of his time to his family which includes his wife and three boys.

Experience

Andrew holds a B.Bus.Sci (Hons) degree in Information Systems from the University of Cape Town. He sub-majored in Economics and has a wealth of experience building technology businesses in both the UK and South Africa.

In Beanstalk and In Person

Andrew is the innovator in the business. He builds and manages the Beanstalk IT infrastructure.

He loves reading, economics and spending time with his wife, daughter and two boys.

Experience

Dana holds a B.Bus.Sci (Hons) degree from the University of Cape Town. He is a hands-on business strategist and active entrepreneur. He is also an experienced corporate financier with 12 years experience spanning a wide range of capital raising and M&A transactions which has seen him close 30+ deals in the financial services and financial technology sectors.

In Beanstalk and In Person

Dana is our strategic advisor - helping us reach for the clouds while keeping one foot on the ground at the same time so as not to lose our footing on the Beanstalk. When he isn't travelling, Dana is an avid reader, enjoys riding his bike on Table Mountain and spending time with his wife and two children.

Experience

Claudette is a senior investment and insurance administrator and has 8+ years of experience in the industry.

In Beanstalk and In Person

Claudette is the Beanstalk's roots. She brings stability to our processes and makes sure every client's climb towards their goals is as painless and rewarding as possible.

Experience

Nicki holds a Bachelor of Business Science (Marketing) degree from the University of Cape Town which she completed in 2002. Post studying Nicki was in the Market Research industry for 10 years and managed a large FMCG Client along with being involved in some financial-related projects.

In Beanstalk and In Person

Nicki is a project manager on the team and is responsible for ensuring all team dependencies are managed, maintaining an efficient pace and ultimately meeting critical deadlines. She is also involved in managing some secondary market research projects for the business.

Nicki is married and has two children. She loves nothing more than to spend quality time with her family and baking. She says her "creativity extends as far as being a Pinterest copy cat!"

Experience

Gugu completed a BCom in Financial Planning from Nelson Mandela University in 2016. Her main goal is to further her education and attain her CFP which she is actively working towards. She has been a part of the financial services industry for nearly two years and looks forward to more years in the industry.

In Beanstalk and In Person

Gugu is a Junior Financial Planner and Administrator and works closely with clients who need assistance on the Beanstalk investment process.

She loves to read, spend time with friends and doing research.

Experience

Matthew earned his Diploma in Software Development in 2018. While studying at Varsity College he developed a passion for mobile application development and has been gaining experience as a mobile developer working on projects for Beanstalk.

In Beanstalk and In Person

Matthew is working as a Junior Mobile Development consultant at Beanstalk. He is a hard working, dedicated and hugely valuable member of the team.

Born in Durban, South Africa, Matthew has a great love for sport and the ocean. He strives to be active and social, while maintaining the high standards that Beanstalk requires.

Experience

Cori has been in the design field for 5 years and has had the pleasure of developing websites and other graphic material for many businesses over the years. Career-wise, her focus has been in web and graphic design, as well as website SEO services.

In Beanstalk and In Person

Cori is a skilled and dedicated web and mobile designer at Beanstalk.

She loves being creative and is inspired by the ever-changing digital industry.