About Beanstalk

We believe that everyone is entitled to excellent financial advice - which means that the advice must be independent. We formed Beanstalk to make independent advice affordable, understandable and accessible.

Meet the Team

Mark Moir

"Everyone deserves great investment advice."

Mark is a certified financial planner 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.

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.

Andrew Mobbs

"It is imperative that we foster a savings and investment culture in our country."

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.

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 and three young children.

Dana Gordon-Davis

"Most people work for their money. Wealthy people understand how to make their money work for them."

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.

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.

Claudette Blankenberg

"One day we will look back and wonder how any document was ever signed without an e-signature."

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

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.

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What we do

We provide online investments in unit trust, retirement annuity, offshore and tax free savings account investment vehicles. We help everyone to easily identify and access top unit trust investments - making the savings and investment process a whole lot easier.

How we do it

  • We only offer great independent advice on a wide range of top performing investments from numerous investment management companies such as Allan Gray, Investec, Coronation, Foord and many others.
  • We don't charge any upfront fees and the industry's lowest advice fee at just 0.5% per annum.
  • We offer a starting point for an investment of just R500 per month or a lump sum of R20,000.
  • Our investor dashboard allows clients to see all their investments in one place - no matter which funds they are invested in. It is available online and therefore accessible from anywhere at any time.
  • We have built South Africa's first paperless investment process using the trusted global leader in e-signature technologies - Adobe EchoSign
  • We do not hande investor funds directly and instead pass this function onto the highly reputable administration teams at Allan Gray and Investec
  • We have built a secure website using the latest in security technologies.