Financial Solutions for Medical and Graduate Professionals
Niche Investment Advisory and Insurance Brokerage
for Medical and Graduate Professionals
Medical doctors have a reputation for making financial decisions in the dark.
Unfortunately, nowhere in their several years of study are medical doctors empowered to handle their finances.
Earnings go from zero to relatively high at internship, but a salary disappears quite fast paying off student loans, bonds, and other instalments. A private practice requires special licenses and personal insurance to operate, of which the associated costs of compliance often catches them off-guard.
Medical Practice Financial Advisor
Our doctors, armed with a wealth of life-saving knowledge, lack the financial know-how needed to secure their desired lifestyle and retirement.
We wanted to change this, and we are proud to say that is what our specialised firm achieves daily.
“I was encouraged to empower and educate medical doctors in the area of finances as a way of giving back to people who work tirelessly to save SA lives.”
Stefan Bothma
The Road to Specialised Financial Advisory
Originally from an engineering background, Stefan has first-hand insight into the mind of a graduate professional.
It was not long after entering the working world that his natural inclination for understanding and solving financial problems emerged. In his words, "Engineering gave me the tools and the mindset to unpack scenarios and establish cost-efficient ways to put structure and simplicity to them."
The prospect of partnering with clients on a personal level, and creating opportunities within their financial portfolios that bring their dreams nearer saw Stefan transition to financial services with fervour.
The vision was set: to equip professionals to make sound financial decisions. In particular, Stefan says, "I was encouraged to empower and educate medical doctors and graduate professionals in the area of finances as a way of giving back to people who work tirelessly to save SA lives."
Getting To Know You
Our team truly strives to understand how our clients make financial decisions and the emotional connection to finances. Once established, we formulate a financial roadmap to help our clients make better decisions. In this journey, we also empower our clients so that when decisions are made through various life stages, they can be done collectively.
Stefan Bothma
Getting To Know Us
With exceptional interpersonal skills, problem-solving abilities, and adaptability, Stefan excels in financial services offering client-centric, unbiased solutions. Partnered with a registered financial service provider, he ensures top-tier resources and guidance for his clients. Stefan co-founded Money & Medicine, a financial education platform for doctors, and IndemniMED, a medical malpractice consultancy. He also provides professional coaching to advisers, entrepreneurs, and emerging leaders. Throughout his distinguished career, Stefan has won numerous awards and was the first to comply with ISO 22222's international standards for financial advisers, reflecting his commitment to excellence and innovation in financial services.
Stefan and FS4P have proven to be formidable. Stefan received the "top new consultant" award in his first year with the Professional Provident Society. After that, his team won the prestigious "top adviser" award two years in a row.
Kim Wilson
Executive Administration And Appointments
Kim Wilson
Executive Administration And Appointments
Carine Bothma
Medical aid, gap cover and short-term insurance
Carine Bothma
Medical aid, gap cover and short-term insurance
Marti Steyl
Life, sickness and disability insurance specialist
Marti Steyl
Life, sickness and disability insurance specialistSpecialised Support Services | Paraplanning
Meet the engine of our planning process. Well-versed in a multitude of financial planning strategies, our paraplanning team is excellent at identifying client needs and executing comprehensive, tailored financial plans.
They take every aspect of a prospective client's journey into account and use state-of-the-art software to determine robust financial solutions. Our clients' needs are quantified to the cent.
Acclaimed Wealth Management and Financial Advisory Services
ISO 22222 Certified
Personal Financial planning is at the heart of our company. That’s why we are an ISO 22222 accredited company. Partnering with the highest international quality standard for providing personal financial planning. By incorporating the ISO 22222-recognised framework, you can be confident that you’re receiving accredited and registered service assistance, adhering to international standards and expertise.
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