• 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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The cost of trust

Financial advice is about more than just investments and returns—it’s about trust. And one of the most important, yet often ...

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BLOG

Context over cash

Imagine this: You’re sitting around a table with friends, and the conversation shifts to money. Someone is buying a new ...

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BLOG

It’s not accidental; it’s intentional.

No one stumbles into wealth by accident. Even those who win the lottery often find themselves broke again within a ...

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BLOG

Rewrite your love story with money

Every relationship has a story—a narrative we tell ourselves about how things are, how they’ve been, and what they’ll always ...

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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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