About Me · The person behind the plan

Straight advice. No agenda. Your plan, built around you.

I'm Gabriel, a financial adviser based in 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.

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.

I work best with people who are ambitious and serious about getting it right: young professionals building real foundations, families taking on bigger responsibilities, and business owners who have built something worth protecting. People who want straight answers, clear options, and an adviser who stays in the picture long after the first meeting.

Outside of work, I'm a former competitive rugby player who came up through Paul Roos and Stellenbosch University, and these days I channel that same discipline into hybrid-style training. I grew up moving around South Africa before a short stint in St Lucia and six years living in Wimbledon, London. That time abroad shaped how I see the world and eventually brought me back to Stellenbosch with a broader perspective and a clearer sense of where I belong. I'm a committed Liverpool supporter, and my faith is central to how I approach my work and my life. The discipline, the long game, the sense that you're playing for something bigger than yourself — that's how I think about your money too.

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

Advice that works for you, not for a product shelf.

As an independent-minded adviser, I have no allegiance to any single institution. My job is to understand your full financial picture and build around it.

01

Truly independent

I work across multiple insurers and providers, which means I compare the market on your behalf and recommend what fits, not what earns me the most.

02

Estate planning, built in

Through a dedicated partnership with Capital Legacy, I provide access to professional will drafting and legacy protection as part of your financial plan, not as an afterthought.

Capital Legacy Partner
03

The full picture, not just one piece

Risk cover, investments, tax efficiency, and estate planning all connect. I look at how each piece affects the others, so your plan holds together as your life changes.

04

No pressure, no agenda

Because I am not tied to one company, I have no quota to fill. Every recommendation is driven by your needs and your numbers, full stop.

05

Options, not ultimatums

You will always understand what is available to you, why one option suits you better than another, and what the trade-offs are. You make the final call, informed.

06

An ongoing relationship

Your financial plan is not a once-off document. Life changes, markets shift, goals evolve. I stay in the picture, review proactively, and adjust before you need to ask.

If you want straightforward advice, clear options, and someone who will hold you accountable to your financial goals, let's have a conversation.

Book a Consultation →
How we work together

Simple, clear, no surprises.

01

The conversation

We start with a relaxed, no-obligation chat. I listen, ask the right questions, and understand where you are and where you want to go. No pitch.

02

The plan

I come back with a clear, prioritised plan in plain language: what to do first, why it matters, and what each option costs. You make the call, informed.

03

The relationship

We put it in place and I stay in the picture, reviewing proactively as your life changes so the plan keeps fitting you for years to come.

A note from me

You don't need to have it all figured out before we talk.

Most people put this conversation off for years because they feel behind, or embarrassed, or unsure where to start. You're not behind. You're earlier than you'll ever be again. The first conversation costs nothing, and you'll leave with more clarity than you walked in with, whether we work together or not.

— Gabriel

No products. No pressure. Just clarity.

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Ready to build your financial plan?

Book a free consultation. No obligation, no pressure. You'll leave with clarity whether we work together or not.

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