Conrad Koorts

CFP®
Co-Founder, Head of Wealth Advisory

Get To Know Me

I am a Certified Financial Planner® and Director of The Firebird Group, as well as an Authorised Principal of Firebird Wealth, with more than 15 years’ experience in the South African financial services industry. I am also a founding partner of a national financial planning business.

My work is underpinned by a strong focus on leadership, adviser development, and long-term thinking. I am passionate about clarity, values-driven decision-making, and building sustainable outcomes for both clients and advisers.

My leadership style is collaborative, disciplined, and people-focused. I am personally driven by growth, making a meaningful difference to others, and providing well for my family.

How I Help My Clients

I provide comprehensive, long-term, focused financial planning solutions for individuals, professionals, and business owners.

  • Comprehensive financial planning
  • Investment planning and portfolio strategy
  • Retirement planning (pre- and post-retirement)
  • Risk and estate liquidity planning
  • Advice for professionals and business owners

Areas of Expertise

  • Long-term wealth creation and preservation
  • Investment strategy and retirement structures
  • Aligning financial decisions to life goals

Qualifications

  • Advanced Postgraduate Diploma in Financial Planning (Investment Studies) – University of the Free State (2025)
  • Certified Financial Planner® (CFP®) – Financial Planning Institute (2018)
  • Postgraduate Diploma in Financial Planning – University of Stellenbosch (2017)
  • Authorised and registered within the South African financial regulatory framework

Awards & Recognitions

  • Multiple internal and industry recognitions through business and adviser performance

Things I Like To Do

I value spending quality time with my family as a husband and father of two boys. I enjoy hiking, camping, outdoor travel, and adventure, and I am passionate about personal development and leadership growth. I am also actively involved in church, community initiatives, and men’s leadership groups.

Our Campaigns

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Insights and Education

Stay informed with articles, guides, and perspectives from the Firebird team

Your income funds every part of your life—from daily bills to long-term dreams. Income protection insurance ensures that if illness or injury stops you from working, your financial stability and future goals don’t stop with it.

Your ability to earn an income is your most valuable financial engine. Learn how to calculate the right balance of income protection, disability cover, and severe illness insurance to safeguard your family’s lifestyle against the unexpected.

Don’t let “tax leakage” shrink your golden years. From lump sum withdrawals to monthly pension PAYE, Firebird’s specialized retirement tax planning helps you minimize liabilities and maximize the actual cash that lands in your account.

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