Investment Advice for Professionals

Corporate Executives | Doctors | High-Income Earners | Graduate Professionals | Medical Specialists

Just as you have dedicated many hours to honing your specialisation (to become the best in your field), so have we.

We appreciate the value of hard work and what it has taken you to get where you are. In the same vein, we have poured countless hours of education, planning and practice into our service offering. Our Process and services have been developed around the needs of the busy—and often laden—professional.

Physician-Friendly Financial Advisor

While you are saving lives and managing 25-hour days, there's no time to negotiate complex financial challenges. However, without appropriate planning, your lifestyle and retirement are at risk.

We have intimate knowledge on best to preserve your wealth now and in the future. Our "Plan-the-Plan" process has helped interns, medical officers, registrars and private specialists with a proven "muscular system" to regulate their wealth with simplicity and skill.

Sound Advice on the Best Investments for Doctors, Medical Professionals and Specialists

The nature of your work means that you are more exposed to threats against your income than most other professionals. From infections or injuries that render you unable to work to compliance burdens with legislative changes.

We help you plan for the good, the bad or even the ugly like a medical malpractice claim or the dissolution of a partnership.

One of the questions we are often asked is, "How should I invest as a medical student?" find this answer and more on our FAQ page.

I'm a medical professional looking for saving, investment and insurance advice

Who Should Consider Our Financial Planning Service?

  • 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

Graduate Professionals and Corporate Executives

You uphold impeccable standards, and it is only fitting that you expect the same from your financial planning team.

Your expertise and relentless pursuit of excellence are what has brought you to the top of your game. Your money should work as hard as you do, and that's where we come in.

No complacency. No one-size-fits-all approach. While we apply propriety, proven methodology, your investment strategy is expertly tailored to suit your short- and long-term goals. The investments and insurances that we recommend take into account the nature of your business (and subsequent vulnerabilities), savings objects, and risk appetite as a smart. 

With our guidance, you can mitigate risks and reap higher returns based on what you've set out to achieve.

Thank you for the superb customer service and promptness, you have delivered to date, your professionalism is outstanding. You consistently factoring the “bigger picture” and advise accordingly. I appreciate your thoroughness and time to make sure I have the best plan for my needs.

Priya Lala

Stefan has managed not only to assist with my finances, but has fed my interest in these topics. He has been a phenomenal help and is always more than willing to assist. I don’t hesitate to contact him when I have questions, and he always efficient with his response; he is always quick to respond and happy to help.

Dr Nicholas Fine

He cares about the person, their goals, what they aspire to.  This is a very difficult trait to find in this industry.

Lerato Hlohlongoane

I have benefited from Stefan’s creative problem-solving, tireless work ethic, and willingness to do whatever it takes to translate the client’s vision into reality

Ben Ohaju

As a professional myself, I have a great amount of appreciation for personal service at such a professional level. It gives me peace of mind to know my best interests are a priority for him.

Malem Heymans

Learn More about Our Wealth Management Services

Take a look at what we can offer you from the world of wealth management, investment and insurance. Find out how financial planning works and what you can expect from us. Visit our service page, now.

Let's chat about your financial planning needs