A PROFESSIONAL FINANCIAL ADVISOR FOR MEDICAL PROFESSIONALS
Nobody Understands Your Work, Goals And Needs As Well 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 do you find the time to manage your financial future?
Certified Financial Planner Services
We have in-depth knowledge of how to preserve your wealth now and in the future.
Financial Advisory
Professional Liability Insurance
Medical Aid & Gap Cover
Retirement & Investment Planning
Car & Household Insurance
Disability, Sickness & 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 has first-hand experience of what it takes to build a professional career. This motivated him to provide top financial advisory services tailored to the specific needs of graduate professionals, particularly 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.
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 & 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, and trust administration.
Starting Personal Financial Planning—Our "Plan-The-Plan" Process
Our proven ‘Plan-the-Plan’ process is based on industry best practices 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.
Want To Know More?
Browse our frequently asked questions.