Financial Clarity for the Life, Family and Business You Are Building
Financial decisions become more complex as your responsibilities grow. Gerhard Koekemoer helps individuals, companies and SMEs bring structure to their financial planning, estate planning and risk protection.
20+ years
Industry experience
NQF5 + RE5
Qualifications
EN · AF · IT · FR
Languages
You may not need more financial products. You may need a clearer plan.
Many people reach a point where:
- Their policies, investments or cover sit across different providers without a clear strategy.
- Their family, business and personal financial needs are no longer separate.
- Their estate planning has not kept up with life or business changes.
- Their risk cover has not been reviewed against current responsibilities.
- Their financial decisions are becoming reactive instead of structured.
Good financial planning brings the pieces together so your decisions are easier to understand, review and adjust over time.
Gerhard Koekemoer is a Cape Town-based financial services advisor and Senior Advisor at Innovative Financial Advisory Services. His work includes one-to-one financial and estate planning with individuals, companies and SMEs. His background includes financial services leadership, advisory team management, RE5, FAIS/FICA training, and a National Certificate in Financial Planning NQF5 through the University of Stellenbosch.
Qualified, certified, and committed to continuous learning.
Innovative Financial Advisor Services (Pty) Ltd is a juristic representative of The Legacy Planning Institute (Pty) Ltd (LPi), an authorised financial services provider. FSP No. 51872.
You built the dream. Let's protect the legacy.
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