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Isak Coetzer CFP®

Financial Planner

​​​​Isak has a wealth of experience – spanning 28 years' experience in the financial services industry – having started his career in January 1985 at Saambou National Building Society. He joined the industry’s sales environment in April 1988 as a marketer with Sanlam Financial Advisors (SFA).

In 1992, he transferred to Sanlam Employee Benefits, where he held the role of Group Benefit Consultant until June 2008. He then joined Coris Capital as New Business Manager and subsequently advanced to his most recent position of Head: Business Development at Graviton Wealth Management (then Fin-Q) on 1 May 2011. In July 2013, he decided to follow his true passion of giving financial advice and has recently refocused his career on financial planning, capitalising on his values of professional integrity, trust and personalised service.

Isak is a respected name in the industry, having built up years of professional client relationships.

His qualifications include the coveted Postgraduate Diploma in Financial Planning from the University of the Free State in 2010, and is a registered member of the Financial Planning Institute (FPI) as a Certified Financial Planner (CFP®) Professional.

Sanlam Life Insurance is a licensed financial service provider.
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