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

Join Firebird – Build your legacy with purpose

Insights and Education

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

What happens to your business if a co-owner suddenly exits? Many South African business owners leave succession planning for “later”—but unexpected events don’t wait. While a buy and sell agreement protects ownership continuity, it is completely ineffective without the funding to back it up. Discover why buy and sell agreement insurance matters sooner than you think, how it provides vital liquidity during a crisis, and how to protect your business from sudden financial and operational disruption.

Growth and revenue are top priorities for any business, but protecting against sudden leadership gaps is just as vital. The loss of an essential employee can severely disrupt daily operations and stakeholder confidence. Read our latest post to find out how Key Person Insurance secures financial stability, funds recruitment costs, and seamlessly integrates with your succession planning to safeguard your business’s future.

A life cover calculator is a great first step, but your financial life is too complex to be reduced to a single number. From rising inflation to hidden gaps like income protection, automated tools often leave out the details that matter most. Read our latest post to explore the limitations of online calculators and learn how a holistic approach to financial planning ensures true peace of mind.

Share Conrad's Page

Facebook
LinkedIn
X
WhatsApp
Email

Contact Conrad