Authorised Principal
Conrad Koorts
Contact details
About me
Conrad Koorts, a dedicated CERTIFIED FINANCIAL PLANNER™ at The Firebird Group, seamlessly combines financial expertise with a passion for elevating South Africa's financial literacy. Beyond his professional role, Conrad is a devoted family man, happily married with two boys and two dogs. Through exceptional guidance and educational resources, Conrad actively contributes to The Firebird Group's mission, catalyzing societal transformation and fostering economic progression. His work aims to mitigate poverty, alleviate hunger, advance education, and lay the groundwork for sustainable communities. Conrad Koorts not only exemplifies The Firebird Group's commitment to positive change but also brings a personal touch, embodying the values of family and community in his endeavors.
My interests
- Running
- Family time
My qualifications & recent awards
Qualifications
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Postgraduate Diploma in Financial Planning
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Advanced Certificate in Financial Planning
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National Certificate in Wealth Management
Awards
Sanlam Bronze Eagle
Awarded to advisers who have shown solid growth and professional progression. This level acknowledges consistent performance and dedication to delivering trusted, quality service.
9 LIMRA International Quality Awards
This annual award recognises professionals demonstrating high standards of quality, service, and professionalism in the insurance industry across the globe.
PRODUCTS AND SERVICES
What we offer
Severe Illness Cover
Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.
TOOLS & CALCULATORS
Explore resources to help you connect with a financial adviser.
Saving for Retirement
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Personal Client Profile
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Risk Tolerance Assessment
INVESTMENT RISK PROFILE
Online Will
DRAFT YOUR WILL ONLINE IN MINUTES
Short-term Insurance ChatBot
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Financial Check
5 MINUTE QUIZ. SEE HOW FINANCIALLY PREPARED YOU ARE
Money Personality
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CAMPAIGNS
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BLOGS
Latest insights from our blogs.
Investments
Financially confident youth: Africa's greatest investment
Financial confidence helps Africa’s youth turn potential into progress. See how families can build resilience, skills, and secure futures—start shaping tomorrow today.
Financial Planning
Mid-year / Annual Checklist - when meeting your financial adviser
Prepare before meeting your financial adviser to make the most of your session. Bring key questions, review your will, portfolio, and financial plan, and gain clarity, peace of mind, and guidance to reach your goals.
Financial Planning
Get a head start this #YouthMonth with saving for your child’s education
Smart planning now helps secure your child's future success. Even modest monthly contributions can grow over time - helping you keep pace with rising education fees and inflation.
Financial Planning
The behavioural traps fraudsters exploit
Investment scams exploit cognitive biases, especially during bonus season. Spot the warning signs, slow decisions, and protect new funds with confidence.
Investments
The 4 Dimensions Checklist helps you make better investing decisions
Young professionals often upgrade lifestyles instead of investing. The Four Dimensions Checklist helps you pause and assess return, risk, liquidity and tax efficiency, guiding smarter financial decisions for long-term wealth.
Financial Planning
Costs of single motherhood
The costs of single motherhood unpacked with real expenses, budget tips and protection ideas to keep finances steady—start planning your next step.