ABOUTUS

ABOUT MONEY AND MEDICINE

Through years of hard work, planning and persistence; Stefan Bothma and Werner Hattingh discovered that a lot of medical professionals make their financial decisions in the dark. Money and Medicine were thus born with the vision to be a trusted platform where medical experts can access updated information in order to make informed financial decisions.

History OF MONEY AND MEDICINE

Medical Professionals have worked tirelessly to get where they are, and their finances ought to reflect this achievement. The sad reality is that nowhere in their curriculum are they exposed to financial literature – Which leaves them either “vulnerable” or dissatisfied in their financial portfolio.

Money & Medicine was thus born with the vision to establish ourselves as the number 1 trusted financial resource in the medical profession – Irrespective of whether you are still a student, doing your internship, busy completing your community service or specialising in private practice.

The goal was also to portray our content in a way that a medical professional can access the information at any given stage in their 25-hour day.

OUR VISION

Establish ourselves as the number 1 trusted financial resource for all medical professionals irrespective of whether you are still a student, doing your internship, busy completing your community service, specialising and practising in public or private practice;
To innovatively add value, empower and make positive contributions to the business activities and financial decisions of all our clients;
To implement and strengthen a mutually beneficial relationship with all medical professionals.

OUR MISSION

Continually challenging ourselves to set high standards, and to reach and surpass those standards in all our professional activities;
Maintaining adaptability and flexibility in our approach to the processes required and involved in servicing all medical professionals in South Africa
To constantly perfect our internal systems in order to best deliver on the objectives and needs of medical professionals
To provide high quality unbiased financial resources and advice to medical professionals;
To understand the specific needs and objectives of our clients by adopting a hands-on approach;
To maintain the highest ethical standards in all our business and financial planning practices;
Continually developing and investing un up-to-date technology to meet our client’s needs in order to ensure continued efficiency
Training and challenging medical professionals to provide them with opportunities for self-development and accomplishment.

WHAT OURCLIENTS SAY

They provided me with a bespoke risk policy, catering for my specific needs. Not only did they provide the answer in terms of the cover, they were also instrumental in assisting me to define the question, by facilitating an assessment of what my needs currently are, while estimating what my family’s needs will be in future. From the onset, they have defined their services by always delivering what is required within the agreed time frames, a rare trait these days. I would gladly refer anyone requiring a financial advisor to Stefan and Werner on this basis.

One of my big struggles has always been to manage the financial pressure from my family. Through effective financial planning sessions and well thought through strategies, I've been able to manage the financial pressure from my family in such a manner that it doesn't leave me overwhelmed.

The first time I met them, I had a sense that my future was in great hands. The gave me fair and balanced advise and showed that they not only wanted me to take up products alone but wanted to ensure that overall my products served my needs. That to me spoke of someone who I could trust and I could rely on to always be honest with me – that is always important when it comes to a financial planner. They care about the person, their goals, what they aspire to. This is a very difficult trait to find in this industry.

Werner and Stefan are by far the most professional team of financial planners that I have worked with during the past 25 years. Their professionalism and ability to make you feel comfortable and part of the process are what i value the most. Having a consult with them will be the best 60 minutes that you will spend this year.

I have been working with them over the past couple of years. They have been a phenomenal help and are always more than willing to assist. I don’t hesitate to contact them when I have questions, and they always efficient with their response; they are always quick to respond and happy to help. I have decidedly limited financial knowledge and they have managed not only to assist with my finances, but have fed my interest in these topics. they have always succeeded in explaining aspects of my portfolio to me at a level that I can understand, and this shows their understanding and passion for work. I have recommended them to friends and colleagues, and they have praised them for their service

We have a very complexed business structure which Werner and Stefan managed to simplify. The knowledge and advice that was offered to us are invaluable and i would highly recommend their services to any business owner, big or small.

Werner Hattingh, CFP

EXECUTIVE ADVISER AT FINANCIAL SOLUTIONS FOR PROFESSIONALS AND ADMITTED ATTORNEY OF THE HIGH COURT OF SOUTH AFRICA

As an admitted attorney with extensive experience in financial planning, Werner Hattingh is part of a professional practice that collaborates to empower and educate clients through the maze of financial decisions that are necessary to reach financial success. Whether you are starting on your financial journey or have reached financial independence, we pride ourselves as a people-driven practice that focuses on the unique needs of our individual clients.

Stefan Bothma, CFP

EXECUTIVE ADVISER AT FINANCIAL SOLUTIONS 4 PROFESSIONALS

Stefan and his associates are an established team with a network of specialised professionals. As an experienced adviser, engineer and investor he believes in affiliating himself and his clients with robust, client centric, unbiased and all-encompassed financial solutions. To this end, Stefan has partnered with a trusted financial services business to provide advice and offer services as a representative of Financial Solutions 4 Professionals (Pty) Ltd.

SPEAK TO ONE OFTHE FOUNDERS

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.

ABOUTUS

ABOUT MONEY AND MEDICINE

History OF MONEY AND MEDICINE

OUR VISION

OUR MISSION

WHAT OURCLIENTS SAY

MEET THE FOUNDERS

Werner Hattingh, CFP

EXECUTIVE ADVISER AT FINANCIAL SOLUTIONS FOR PROFESSIONALS AND ADMITTED ATTORNEY OF THE HIGH COURT OF SOUTH AFRICA

Stefan Bothma, CFP

EXECUTIVE ADVISER AT FINANCIAL SOLUTIONS 4 PROFESSIONALS

SPEAK TO ONE OFTHE FOUNDERS

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