Financial Planning Services For Medical And Graduate Professionals
We make it easy for you to make sound, informed financial decisions—for every part of your life now and in the future.
Financial Advisory And Wealth Management Professionals
While you're saving lives and managing 25-hour days, there's little time to navigate complex financial challenges. We’ll design a diversified portfolio based on your goals and lifestyle—
all while you benefit from a fully fledged team executing your financial plan and protecting your investment interests.
Certified Financial Planner Services
We have the expertise to help you preserve your wealth—now and for the future.
Save, insure, invest and earn with a bouquet of financial services tailored to your unique goals.
Lifestyle Financial Planning
Enjoy the freedom to live life to the fullest today!
Estate and Legacy Planning
Protect and preserve your family wealth.
Retirement and Wealth Planning
Ensure ample money to live comfortably when you stop working.
Tax Planning
Don't pay more tax than you ought.
The Financial Planning Process
Our proven “plan-the-plan” journey follows the six-step financial planning process prescribed by the Financial Planning Institute (FPI) of South Africa’s best practices.
This simple and effective strategy will guide and empower you to get the financial peace of mind you’ve been searching for.
Benefits of Lifestyle Financial Planning
- Be appropriately insured (full cover where you need it, nothing superfluous)
- Grow your wealth
- Manage debt wisely
- Minimise tax burdens
- Mitigate financial risks
- Plan around disability or dreaded disease
- Protect your family when you die and preserve generational wealth
- Protect your income
- Protect your personal and professional assets
Interested in making Stefan Bothma your financial advisor? Give us a call!
Our Clients
Corporate Executives | Doctors | High-Income Earners | Graduate Professionals | Medical Specialists
The nature of your work exposes you to more income-related risks than most other professionals—from infections or injuries that prevent you from working to increased compliance burdens caused by legislative changes.
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- Anaesthesiologists
- Dentists
- Dermatologists
- Endocrinologists
- Emergency physicians
- Family medicine physicians
- Gastroenterologists
- General surgeons
- HIV/infectious disease (ID) specialists
- Nephrologists
- Neurologists
- Obstetricians and gynaecologists
- Oncologists
- Ophthalmologists
- Orthopaedic surgeons
- Paediatricians
- Pathologists
- Plastic surgeons
- Psychiatry/mental health professionals
- Pulmonologists
- Radiologists
- Rheumatology
- Surgeons
- Urologist
Resource Centre
Find a treasure trove of valuable information to guide you through wealth management—for free!
The world of wealth and investing should not be a mystery. It’s vital that you are empowered with clear, honest information to make the best financial decisions for your future.
Chat With Us.
There are many ways you can get in touch with us. Visit our Contact page to see where we provide some of our best resources.