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

A high interest rate may look attractive, but it doesn’t always lead to the best long-term investment outcome. Discover why factors like risk, inflation, tax efficiency, liquidity, and diversification matter more than headline returns, and learn how to build an investment strategy that supports lasting wealth creation.

Index funds remain one of the most effective ways to build long-term wealth in South Africa, offering low costs, broad diversification, and steady market exposure. Discover how disciplined investing, compound growth, and a diversified portfolio can help you achieve your financial goals without trying to time the market.

Think your tax return is fully sorted by a SARS auto-assessment? Think again. Side hustles, rental properties, and missing investment details can quickly leave you non-compliant. Discover the essential SARS deadlines for non-provisional and provisional South African taxpayers in 2026 and how to avoid costly errors.

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