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* Home * About Stefan * Services * Our Process * IndemniMED * Money and Medicine * Our Clients * Resources * Media Centre * FAQ * Tools * Introduction Questionnaire * Contact * * * Home * About Stefan * Services * Our Process * IndemniMED * Money and Medicine * Our Clients * Resources * Media Centre * FAQ * Tools * Introduction Questionnaire * Contact * * * * sbothma@fs4p.co.za * (+27)72 399 6283 * * * * Home * About Stefan * Services * Our Process * IndemniMED * Money and Medicine * Our Clients * Resources * Media Centre * FAQ * Tools * Introduction Questionnaire * Contact * Contact Us Lifestyle Financial Planning Live life to the fullest Protect and preserve your family wealth Estate and Legacy Planning Protect and preserve your family wealth Contact Us Retirement and Wealth Planning Live comfortably when you retire Contact Us Tax Planning Fortify your financial portfolio Contact Us FINANCIAL PLANNING SERVICES FOR MEDICAL AND GRADUATE PROFESSIONALS WE MAKE IT AS EASY AS POSSIBLE FOR YOU TO MAKE SOUND, INFORMED FINANCIAL DECISIONS FOR EVERY ASPECT OF YOUR LIFE NOW AND TO COME. Learn more FINANCIAL ADVISORY AND WEALTH MANAGEMENT PROFESSIONALS While you are saving lives and managing 25-hour days, there's no time to negotiate complex financial challenges. We will design a diversified portfolio based on your objectives and current lifestyle. All while you receive the benefit of a fully-fledged team executing your financial plan and looking after your investment interests. Learn More CERTIFIED FINANCIAL PLANNER SERVICES WE HAVE INTIMATE KNOWLEDGE ABOUT HOW TO PRESERVE YOUR WEALTH NOW AND IN THE FUTURE. FINANCIAL SERVICES MEDICAL MALPRACTICE MEDICAL AID AND GAP COVER RETIREMENT AND WEALTH CREATION CAR AND HOUSEHOLD INSURANCE DISABILITY, SICKNESS AND LIFE INSURANCE SAVE, INSURE, INVEST AND EARN WITH A BOUQUET OF FINANCIAL SERVICES TAILORED TO YOUR UNIQUE GOALS. LIFESTYLE FINANCIAL PLANNING Enjoy the freedom to live life to the fullest today! Learn More ESTATE AND LEGACY PLANNING Protect and preserve your family wealth. Learn More RETIREMENT AND WEALTH PLANNING Ensure ample money to live comfortably when you stop working. Learn More TAX PLANNING Don't pay more tax than you ought. Learn More THE FINANCIAL PLANNING PROCESS OUR PROVEN "PLAN-THE-PLAN" JOURNEY IS BASED ON THE SIX-STEP FINANCIAL PLANNING PROCESS AS PRESCRIBED BY THE FINANCIAL PLANNING INSTITUTE (FPI) OF SOUTH AFRICA BEST PRACTICE. THIS SIMPLE AND EFFECTIVE STRATEGY WILL GUIDE AND EMPOWER YOU TO GET THE FINANCIAL PEACE OF MIND YOU'VE BEEN SEARCHING FOR. BENEFITS OF LIFESTYLE FINANCIAL PLANNING * Be appropriately insured (full cover where you need it, nothing superfluous) * Grow your wealth * Manage debt wisely * Minimise tax burdens * Mitigate financial risks * Plan around disability or dreaded disease * Protect your family when you die and preserve generational wealth * Protect your income * Protect your personal and professional assets INTERESTED IN MAKING STEFAN BOTHMA YOUR FINANCIAL ADVISOR? GIVE US A CALL! Contact Us OUR CLIENTS Corporate Executives | Doctors | High-Income Earners | Graduate Professionals | Medical Specialists The nature of your work means that you are more exposed to threats against your income than most other professionals. From infections or injuries that render you unable to work to compliance burdens with legislative changes. Read More * Anaesthesiologists * Dentists * Dermatologists * Endocrinologists * Emergency physicians * Family medicine physicians * Gastroenterologists * General surgeons * HIV/infectious disease (ID) specialists * Nephrologists * Neurologists * Obstetricians and gynaecologists * Oncologists * Ophthalmologists * Orthopaedic surgeons * Paediatricians * Pathologists * Plastic surgeons * Psychiatry/mental health professionals * Pulmonologists * Radiologists * Rheumatology * Surgeons * Urologist Learn More Previous As a professional myself, I have a great amount of appreciation for personal service at such a professional level. It gives me peace of mind to know my best interests are a priority for him. Malem Heymans Thank you for the superb customer service and promptness, you have delivered to date, your professionalism is outstanding. You consistently factoring the “bigger picture” and advise accordingly. I appreciate your thoroughness and time to make sure I have the best plan for my needs. Priya Lala Stefan has managed not only to assist with my finances, but has fed my interest in these topics. He has been a phenomenal help and is always more than willing to assist. I don’t hesitate to contact him when I have questions, and he always efficient with his response; he is always quick to respond and happy to help. Dr Nicholas Fine He cares about the person, their goals, what they aspire to. This is a very difficult trait to find in this industry. Lerato Hlohlongoane I have benefited from Stefan’s creative problem-solving, tireless work ethic, and willingness to do whatever it takes to translate the client’s vision into reality Ben Ohaju As a professional myself, I have a great amount of appreciation for personal service at such a professional level. It gives me peace of mind to know my best interests are a priority for him. Malem Heymans Thank you for the superb customer service and promptness, you have delivered to date, your professionalism is outstanding. You consistently factoring the “bigger picture” and advise accordingly. I appreciate your thoroughness and time to make sure I have the best plan for my needs. Priya Lala Stefan has managed not only to assist with my finances, but has fed my interest in these topics. He has been a phenomenal help and is always more than willing to assist. I don’t hesitate to contact him when I have questions, and he always efficient with his response; he is always quick to respond and happy to help. Dr Nicholas Fine He cares about the person, their goals, what they aspire to. This is a very difficult trait to find in this industry. Lerato Hlohlongoane I have benefited from Stefan’s creative problem-solving, tireless work ethic, and willingness to do whatever it takes to translate the client’s vision into reality Ben Ohaju As a professional myself, I have a great amount of appreciation for personal service at such a professional level. It gives me peace of mind to know my best interests are a priority for him. Malem Heymans Next Previous Next RESOURCE CENTRE FIND A TREASURE TROVE OF VALUABLE INFORMATION TO GUIDE YOU THROUGH WEALTH MANAGEMENT—FOR FREE! THE WORLD OF WEALTH AND INVESTING SHOULD NOT BE A MYSTERY. IT'S VITAL THAT YOU ARE EMPOWERED WITH CLEAR, HONEST INFORMATION TO MAKE THE BEST FINANCIAL DECISIONS FOR YOUR FUTURE. MEDIA CENTRE Grow your savings and investment knowledge at your own stead. Browse our blogs, podcasts and videos. Learn More FAQS Stefan Bothma answers medical doctors and specialists biggest questions around entrepreneurial and lifestyle financial planning. Learn More TOOLS You can do anything with the right tools! Find clear, helpful and interesting material whenever you need it. Learn More CHAT WITH US. THERE ARE MANY WAYS YOU CAN GET IN TOUCH WITH US. VISIT OUR CONTACT PAGE TO SEE WHERE WE PROVIDE SOME OF OUR BEST RESOURCES. Contact Us Financial Solutions 4 Professionals (Pty) Ltd is an authorised and licensed independent financial services provider with the Financial Services Board (FSP Number: 41158) Stefan Bothma is a Certified Financial Planner (CFP®). CONTACT INFO * 20 Kroton Street South, Weltevreden Park, Roodepoort, 1709 * 072 399 6283 * sbothma@fs4p.co.za * NEWSLETTER SIGN UP Leave this field empty if you're human: Disclaimer: Any and all comments and opinions on this website constitute comment and opinion only and do not in any way constitute personal financial advice. Please contact me should you need to meet and receive personal financial advice. © Copyright 2024. All Rights Reserved. Design by Famous Digital Media | Privacy Policy * * *