A Professional Financial Advisor for Medical Professionals

Nobody understands your work, goals and needs as we do!

Nobody understands your work, goals and needs as we do! You carry enormous responsibilities with no margin for error in your work. Busy doesn't even begin to explain a typical day. So where, then, do you find time to manage your financial future?

Certified Financial Planner Services

We have intimate knowledge about how to preserve your wealth now and in the future.

Professional Liability Insurance

Retirement And Investment Planning

Disability, Sickness And Life Insurance

Financial Planning For Doctors, Specialists, Graduate Professionals and Executives

Our mandate is to understand our clients' ambitions and work alongside them to structure simplified solutions to meet their goals, efficiently."
Stefan Bothma, CFP®

With a background in engineering, Stefan Bothma holds intimate first-hand experience in what it takes to build a professional career. This is what motivated him to provide top financial advisory services tailored to the specific needs of graduate professionals, with a particular focus on Medical Doctors and specialists.

What Makes Working With Stefan Bothma And Financial Services For Professionals Worth It?

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!

Wealth Management Services For Medical and Graduate Professionals

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!

A financial plan grants you peace of mind that all your financial obligations are met, and the future that you want is secure.

We take a look at where you are today, where you want to be and implement strategies that will get you there.

Tax Planning

Don't pay more tax than you ought.

It's disheartening to see your hard-earned cash disappear to the receiver, and you're probably already paying more than you should.

Tax planning involves structuring your financial matters in a fully-compliant way that maximises tax efficiency and benefits.

Retirement and Wealth Planning

Ensure ample money to live comfortably when you stop working.

Do you have enough funds to support yourself without an income for 20, 30 or even 40 years? Wealth planning and retirement planning are distinct yet work hand-in-hand to allow you to put your feet up without any worries when your salary stops.

Wealth management and retirement planning strategies include local and offshore solutions.

Estate and Legacy Planning

Protect and preserve your family's wealth for generations to come.

Estate planning is essential to ensure your assets are distributed according to your wishes when you can't speak for yourself. Preserve your wealth by implementing our proven structures for the often-overlooked costs in the event of death.

Our estate planning services include will drafting, tax planning, legacy planning, trust administration.

Starting Personal Financial Planning—Our "Plan-The-Plan" Process

Our proven "Plan-the-plan" Process is based on industry best practice and enhanced through experience.

The foundation of our method follows the six-step financial planning process as prescribed by the Financial Planning Institute (FPI) of South Africa and the Financial Planning Standards Board. Then we apply expert insight and know-how to tailor the best financial plan for you.

There's no better time to sort out your financial affairs. Get started

Want to know more?

Browse our Frequently Asked Questions

FAQs