- About
Financial Clarity for the Life, Family and Business You Are Building
20+ years
NQF5 + RE5
EN · AF · IT · FR
- When Financial Decisions Start Feeling Scattered
You may not need more financial products. You may need a clearer plan.
- 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.
- Credentials
Qualified, certified, and committed to continuous learning.
FAIS / FICA accredited
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 business. Let's build the legacy.
Book a private 30-minute consultation. No product pitch – just clarity on where you are, where you want to be, and what’s standing in the way.