• WELCOME TO MONEY AND MEDICINE

    SIMPLIFIED AND UNBIASED FINANCIAL RESOURCES FOR
    MEDICAL PROFESSIONALS

  • WELCOME TO MONEY AND MEDICINE

    EMPOWER, EQUIP
    AND ESTABLISH

  • WELCOME TO MONEY AND MEDICINE

    GET A SECOND OPINION
    ON YOUR FINANCIAL PORTFOLIO

  • WELCOME TO MONEY AND MEDICINE

    SIMPLIFIED AND UNBIASED
    FINANCIAL RESOURCES
    FOR
    MEDICAL PROFESSIONALS
  • WELCOME TO MONEY AND MEDICINE

    EMPOWER, EQUIP
    AND ESTABLISH
  • WELCOME TO MONEY AND MEDICINE

    GET A SECOND OPINION
    ON YOUR FINANCIAL
    PORTFOLIO

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Recent Episodes
WEALTH CREATION

5 questions to ask your Financial Advisor

There are a few crucial questions that you can ask your potential financial advisor. This can be a pressure test ...

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WEALTH PROTECTION

How do you quantify Life Cover

There are contentious issues that arise when talking about the need for life cover. We usually ask our clients ‘Why ...

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WEALTH MANAGEMENT

Controlling your budget

Budgeting is one of the most important pillars of any financial plan. It is also one of the pillars that ...

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WEALTH PROTECTION

What are the types of beneficiaries?

A beneficiary can be a natural or juristic person that you have nominated to receive the proceeds from your life ...

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Online Courses

Your step to financial independence starts here

Whether you’re totally new to the concepts of wealth creation, wealth protection and wealth management or you already have some knowledge, the Money & Medicine online courses are designed to help you build on your knowledge and to advance your understanding.

Recent Blogs
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What is fear costing you?

Most of us like to think we’re being practical with our money. We weigh up the risks, run the numbers, ...

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BLOG

Meaningful and secure planning

Real financial planning goes far beyond spreadsheets, securities and stocks. It’s about connecting money to life. And sometimes, the most ...

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BLOG

Safeguarding and compliance in your business

Let’s be honest, when most people hear the words “compliance” or “safeguarding,” they don’t exactly light up with excitement. These ...

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Social and environmental pressures

HOW THEY INFLUENCE YOUR FINANCIAL PLANNING Have you ever bought something not because you really needed it, but because everyone ...

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GET A SECOND OPINION ON YOUR FINANCIAL PORTFOLIO

Stefan and Werner are both CFP® professionals with the Financial Planning Institute of South Africa. They are affiliated with Financial Solutions 4 Professionals (FSP 41158) who is an authorised and licensed independent financial services provider with the Financial Services Board. They were also the first South African advisers to be awarded the British Standards Internationals ISO 22222 accreditation.

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