Somerset West · Western Cape · South Africa

Your financial future
starts with clarity.

Financial planning for ambitious professionals, families and business owners in Somerset West and beyond. Real wealth, properly protected, clearly structured. Not just products.

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FSP Authorised Representative
5 min Free Assessment
BCom Investment Management, Stellenbosch
Gabriel Templeton, Financial Adviser, Somerset West
Gabriel Templeton · Somerset West

My job is to protect what matters to you and put you in the best possible position for the future you actually want.

I'm Gabriel, a financial adviser based in Somerset West, working with clients across South Africa.

I came into this through the numbers. My BCom in Investment Management at Stellenbosch gave me a genuine understanding of how money works: how it compounds, what quietly erodes it, and why the right decision today can change everything a decade from now. That foundation shapes every conversation I have with a client.

What I actually do is simple. I look at your full picture and build a plan around it. Your income, your goals, your risks, your family. Not a product shelf. Not a commission structure. You. If something does not move you closer to where you want to be, it has no place in your plan.

BCom Investment Management · Stellenbosch Based in Somerset West Serving clients across SA
Gabriel Templeton
Financial Adviser
Proudly part of Innovative FAS
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Who I work with

Built for the
decisions that matter.

01 · Young Professionals

Starting strong

You are earning well and want to build properly from the start. Not figure it out the hard way at 45. We set the right foundations early, while time is still on your side.

02 · Families

Protecting what matters

Bigger responsibilities mean bigger stakes. We make sure your family is protected, your future is funded, and nothing essential is left exposed.

03 · Business Owners

Securing the upside and the downside

You have built something real. We protect the business against the loss of a key person, structure your wealth tax-efficiently, and make sure it all passes on cleanly.

Sound familiar?

If two or more of these sound like you, we should talk.

One conversation is enough to get clear.

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What I do

Legacy. Protection.
Wealth.

01

Legacy Planning

Estate planning, wills, and beneficiary structuring to ensure your wealth reaches the right people in the most efficient and tax-effective way possible.

Estate Planning Wills Beneficiary Structuring Employee Benefits
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02

Risk Protection

Your ability to earn is your most valuable asset. We make sure your income, your family, and your business are never left exposed without the right structures in place.

Life Cover Disability Income Protection Key-Person Cover Short-Term Insurance
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03

Wealth Creation

Tax-efficient investment strategies structured around your goals and your timeline. Build wealth that compounds alongside your career.

Retirement Annuities Tax-Free Savings Unit Trusts Offshore Investing
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Providers & partners I work with