Carel Roccon
CFP® – Lead Financial Planner
About Me
Carel is an admitted attorney with an LLB degree who has found a true passion for helping people make confident financial decisions. He started his career in financial services as a Legal Adviser, later qualifying as a Certified Financial Planner® and becoming a Financial Planner six years later. He’s spent the past 19 years guiding clients through every stage of their financial planning journey. As the Lead Financial Planner at Fairbairn Consult Financial Planning in Cape Town, his focus is on providing unbiased, holistic advice that’s practical, personal, and designed around what truly matters to his clients.
My Approach
He is fascinated by how good financial planning can change lives — helping people live with purpose, protect what matters most, and build a lasting legacy. Every plan he creates is tailored to his clients goals and life story, not just the numbers.
Qualifications
Advanced Postgraduate Diploma in Financial Planning – University of the Free State
Certified Financial Planner® (CFP®) – Financial Planning Institute of Southern Africa
LLB Degree – University of Pretoria
Focus Areas
- Goal-based financial planning
- Investment planning
- Retirement planning
- Risk planning
- Estate planning
Personal
Family means everything to him. He loves spending time with his wife, son, and daughter — whether they’re travelling, cooking together, or just sharing a good laugh. In both life and work, he aims to create growth, impact, and empowerment for those around him.