Financial Solutions for Medical and Graduate Professionals

Our Clients

Your burning questions answered

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.

Here, you will find a treasure trove of valuable information to guide you through wealth management.

No Pay Gate

We are so passionate about financial education, and the value of you understanding what goes into financial planning that you can access all of our resources for free.

Media Centre

Grow your savings and investment knowledge at your own stead. Browse our blogs, podcasts and videos.

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FAQs

Stefan Bothma answers medical doctors’ and specialists’ biggest questions around entrepreneurial and lifestyle financial planning.

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Tools

You can do anything with the right tools! Find clear, helpful and interesting material whenever you need it.

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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