Trusted Financial Planning & Wealth Management
Dedicated to the Stewardship of Future Prosperity
About Us
Oakfield is a private and independent financial advisory firm established in 2019. With a growing and active client base across the Western Cape, we provide integrated financial guidance supported by a clear philosophy:
Wisdom, compounded over time, is the true path to lasting financial health.
We exist to serve as an integrated, long-term steward of our clients’ financial wellbeing, providing independent advice and strategic clarity across wealth management, health planning, and insurance protection.
By integrating these disciplines under one roof, we help simplify financial complexity while ensuring that every financial plan supports both present stability and future prosperity.
Our focus isn’t just on returns; it’s on the Stewardship of Future Prosperity.
We partner with you from your first investment to the preservation of your final legacy, ensuring your family’s prosperity is protected across generations.
Our Mission
Empowering individuals and families to achieve financial peace of mind by providing integrated, independent, and ethical advice across Wealth Management, Risk Insurance, and Health.
We are committed to fostering early financial planning and leveraging compounding growth to ensure our clients’ long-term goals are continuously met.
Our Vision
To be the most trusted independent partner for creating, protecting, and sustaining family legacies across family generations in the Western Cape.
Our Values
Integrity
We act with professionalism and strong ethical principles, ensuring our advice always serves our clients’ best interests.
Honesty
We communicate openly and transparently, providing clear guidance that clients can rely on when making important financial decisions.
Trust
We build lasting relationships through consistent advice, dependable service, and a commitment to our clients’ long-term wellbeing.
Meet Our Founder
Gerald Thompson
Gerald founded Oakfield after building extensive experience in the financial advisory industry both locally and internationally.
After completing a BCom at Stellenbosch University, Gerald began his career with Old Mutual in South Africa before gaining further experience in the United Kingdom. He later joined Liberty Life in 2002 as a financial consultant and became an independent financial advisor in 2005.
In 2009, Gerald qualified as a Certified Financial Planner (CFP), strengthening his commitment to professional financial planning and independent advice.
Gerald approaches both life and work with a strong sense of discipline and long-term perspective. A quote he often reflects on is:
“The price of discipline is always less than the pain of regret.”
Nido R. Qubein
About Our Personal Assistant
Liezel Coetzee
Liezel is an experienced management and administration professional with more than 20 years of experience supporting small companies. Originally from the Garden Route, she is known for her organised approach, attention to detail and commitment to helping businesses operate efficiently.
Outside of work, Liezel enjoys reading and spending quality time with her family. Her favourite quote is: “You never know how rich you are until you lose something money cannot buy.”