Dedicated to the Stewardship of Your Wealth
Bring clarity to your investment and financial planning decisions.
Take Charge of Your Financial Future with Oakfield Wealth
Oakfield Wealth provides independent financial advisory services focused on strategic financial planning and investment management. Our role is to understand your current financial position, your ambitions, and your responsibilities, then structure a clear financial plan to support your long-term goals.
Through careful analysis, ongoing guidance, and access to a range of established financial service providers, we help ensure your investments remain aligned with your evolving needs.
Our approach combines practical financial planning with long-term perspective, giving you the clarity and confidence needed to make informed financial decisions.
Why It Pays to Plan
Wise financial planning today can shape your future for decades.
Research shows that those who work with a financial planner often invest more consistently and achieve stronger long-term financial outcomes.
Yet in South Africa, professional financial advice is still underused in areas such as tax structuring and estate planning.
Could you be missing out on key opportunities within your financial plan?
Oakfield Wealth ensures your plan is working as effectively as it should.
Tailored Services To Grow Your Wealth
Financial Needs Assessment
We begin by understanding your current financial position through a comprehensive financial needs assessment. This includes risk profiling, analysis of your assets and liabilities, and identifying opportunities within your broader financial plan.
Wealth and Legacy Planning
We develop tailored Wealth and Legacy Plans that serve as a structured roadmap towards your long-term financial goals. These plans consider investment strategy, retirement planning, and the long-term protection of your family’s financial wellbeing.
Portfolio Reviews and Ongoing Guidance
Financial planning requires ongoing attention. We conduct regular portfolio reviews and maintain personal contact with our clients to ensure that investment strategies remain aligned with changing markets, life circumstances, and financial objectives.
Risk and Income Protection
A sound financial plan also addresses potential risks. We help structure appropriate protection through disability cover, severe illness cover, and income protection so that unexpected events do not disrupt your long-term financial security.
Estate and Endowment Planning
Effective estate and endowment planning helps preserve and transfer wealth efficiently. We work with you to structure these elements carefully so that your financial legacy is protected and your estate plan reflects your long-term intentions.
Wisdom, Compounded.
Get in Touch
With Us
How can we support you and your loved ones? Oakfield is here to provide guidance and answer any questions you may have. Contact us to schedule a consultation.
Email Us
Gerald Thompson (MD) gerald@oakfieldwealth.co.za
Liezel Coetzee (Office Manager)
admin@oakfieldwealth.co.za
Call Us
Landline: +27 21 975 7174
Mobile: +27 83 326 8276
Face-to-face Meetings
Office 4, 2 Somerset Crescent
Durbanville, 7550
Insights in Focus
Financial Advisory FAQs
What is a financial advisor?
A financial advisor is a professional who provides guidance on managing your finances, including investments, retirement planning, insurance, and overall financial strategy. Their role is to help you make informed decisions that support your long-term financial goals.
What does a financial consultant do?
A financial consultant works with individuals to assess their financial situation and provide tailored advice. This can include financial planning, investment recommendations, risk protection, and ongoing guidance to ensure financial plans remain aligned with changing circumstances.
What is a financial planner?
A financial planner helps you create a structured financial plan based on your goals, income, and life stage. This includes planning for retirement, managing investments, and ensuring your financial decisions support both short-term needs and long-term security.
What is investment management?
Investment management is the process of selecting, managing, and monitoring investments to achieve specific financial goals. It involves building a diversified portfolio, managing risk, and making adjustments over time to align with market conditions and personal objectives.
What is the difference between asset management and investment management?
Investment management focuses on managing an individual’s investment portfolio to achieve specific financial goals. Asset management is a broader term that typically refers to managing large pools of assets, often on behalf of institutions or funds. In practice, both involve managing investments, but asset management is usually applied at a larger, institutional level.