Trusted Financial Planning & Wealth Management

Dedicated to the Stewardship of Future Prosperity

Welcome to Oakfield

TIME. WISDOM. WEALTH

Oakfield is an independent financial advisory firm committed to serving our clients with integrity, honesty, and trust.

25+ Years’ Experience

With more than two decades of industry experience, Oakfield has helped individuals and families bring clarity and direction to their financial decisions. Our advice is grounded in careful financial planning, considered wealth management, and the responsible protection of what matters most.

Wisdom, compounded over time, is the true path to lasting financial health.

This long-term perspective allows us to develop practical solutions that support both present stability and future prosperity.

Our Services

As an independent financial advisory firm, we operate through three specialised divisions:

Oakfield Wealth, Oakfield Health, and Oakfield Insure.

Together, these services provide integrated advice that supports long-term financial stability, personal health cover, and protection against risk.

OAKFIELD WEALTH

OAKFIELD HEALTH

OAKFIELD INSURE

Wisdom, Compounded

Oakfield Wealth focuses on strategic financial planning and investment management. We work with you to structure a clear financial plan, align your investments with measurable goals, and ensure your wealth is managed with long-term perspective and care.

Health, Sustained

Oakfield Health provides guidance on medical aid options and ongoing support with medical aid administration. We help you review available plans, compare benefits, and manage claims so that your healthcare cover remains appropriate for your needs.

Protection, Continued

Oakfield Insure provides access to a range of insurance solutions that protect your assets, income, and family. Through careful comparison and ongoing support, we help ensure your cover remains suitable when you need it most.

Why Choose Us?

Behind every financial plan is a person, a family, and a future that deserves careful consideration.

Oakfield is an independent financial advisory firm committed to serving our clients with integrity, honesty, and trust.

Personalised Advice Journey

We have created a Personalised Advice Journey during which we aim to inspire, coach, and guide our clients through a process of asking the critical questions about their lives, to get to the heart of their dreams, investment goals, and fears, and to plan and organise their financial reality through objective advice.

The Legacy Plan

The Legacy Plan is aimed at protecting clients against unforeseen circumstances that can negatively impact their financial wellbeing, ranging from death, disability, severe illness, or hospitalisation. An essential element of the Legacy Plan is an up-to-date, properly structured last will, as this document serves as the basis for a tax-efficient estate plan.

The Wealth Plan

The Wealth Plan is designed to include all investment elements capable of creating wealth. Here, we not only refer to wealth as money, but we also look at wealth from a broader perspective, including what makes a quality life, what it means to be financially independent in retirement, or being able to achieve several bucket list items, for example, an international holiday or a special adventure.

Unique Planning Process

Creating dynamic and effective financial plans goes hand in hand with
following a unique planning process. At Oakfield, we have developed six integrated steps that guide our plans and actions:

Step 1:
Establish a professional
relationship.

Step 2:
Understanding of goals.

Step 3:
Obtain and analyse
financial status.

Step 4:
Develop and approve a Legacy
and Wealth Plan.

Step 5:
Activation and rollout.

Step 6:
Update, check-in and
re-evaluation.

Experience And Depth

With more than 20 years in the independent financial advisory and insurance industry, Oakfield offers expertise in the administration of pension and retirement funds, financial consulting, investment management, and corporate insurance products.

Professional Membership

We are members of the Financial Planner Institute (FPI) and the Financial Services Conduct Authority (FSCA), both formal industry bodies that ensure our services and products meet the industry standards and regulations. Membership is renewed annually, subject to completing sufficient CPD training and signing a code of conduct.

Why Choose Us?

Trusted by Our Clients

I am blessed and fortunate to know Mr. Thompson on both a personal and professional level. The ultimate compliment that I can pay him, is that I not only entrust him with the financial advice and management of our businesses and employees, but that of my family’s as well. It therefore gives me pleasure to recommend Mr. Thompson and Oakfield Wealth Management, without reservation, to any company and/or individual whom seeks expert advice and assistance with financial planning, structuring and investment management.

Dr Tertius Cilliers

CEO / Synacore Holdings

Five years ago, I was introduced to Gerald Thompson and since then it is an absolute privilege to know my financial matters are in good hands. Gerald offers an extremely individualised and personalised service. His high level of professionalism and discipline reflects in his person and the way he interacts with his clients. I can recommend Gerald and Oakfield Wealth Management without hesitation to companies and individuals for meticulous and trustworthy service.

Hendrika Van Der Merwe

Director / Elite Conferences

I was one of many people who were retrenched during the initial Covid 19 wave. To say I was left in financial difficulty would be an understatement. During this turbulent time, Gerald brought much needed perspective and technical investment expertise to help me navigate the uncertain financial terrain. Looking back now, I can clearly see how Gerald's advice was spot on. If it wasn't for his support and empathy I would certainly have made a number of investment blunders. I can honestly recommend Gerald as a top and honest financial advisor, even when the chips are down.

Ivan Oosthuizen

Founder / Ivan Oosthuizen

We have been clients of Gerald for the past six years and have had nothing but exceptional service from him. He ensures a personalised experience because he is truly interested in understanding his clients’ needs. He checks in regularly to ensure everything is up to date and never hesitates to do the research if required to offer comprehensive advice. We won’t hesitate to recommend Gerald!

Liezel Gordon

Digital Team Lead / Metropolitan GetUp

I requested Gerald to take over my long-term financial planning back in 2010 (as I became tired of large corporates where my investments were simply numbers on a long list) and more importantly, I needed someone I could trust. Gerald’s consistent and informative management style for the past 10 years, reassures me that my retirement planning is in good hands.

Rocco Joubert

Director / Hi Calibre Engineering

The experiences of our clients are the clearest reflection of our work. Here are a few words shared by those who have placed their trust in Oakfield. I have been a client of Gerald Thompson for the past 11 years and I am extremely satisfied with the service that I have received so far from him and his team. The one aspect that always impresses me is his professionalism. Everything that he does is well thought through and analysed to the T to cover all the possible options. I can highly recommend Gerald and his team.

Allie Coetzee

Owner / Proline Promotions

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