• 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
BLOG

Calm needn’t be the focus

We often think that financial peace or calm is the ultimate goal when it comes to managing our money. We …

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BLOG

Ten Rules – Part 2

In the first part of this series, we explored five essential rules for personal finance, inspired by “The Index Card: …

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BLOG

Spending with intention

In her thought-provoking book “The Year of Less,” Cait Flanders shares a powerful insight: “Every time you make a purchase, …

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BLOG

Ten Rules – Part 1

Whilst it’s easy to get lost in a sea of jargon, investment options, and conflicting advice, financial success doesn’t require …

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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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