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 piqued. 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."
