Stefan Bothma, Cfp®

Stefan Bothma, Cfp® Email and Phone Number

Co-Founder @ Wealth Way
Johannesburg, GP, ZA
Stefan Bothma, Cfp®'s Location
City of Johannesburg, Gauteng, South Africa, South Africa
Stefan Bothma, Cfp®'s Contact Details

Stefan Bothma, Cfp® personal email

n/a
About Stefan Bothma, Cfp®

With a specific focus on the medical- and graduate professional, we specialise in the field of value-based financial planning. 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. Our mandate is to understand our clients' ambitions and work alongside them to structure simplified solutions to bridge their goals in the most efficient way.

Stefan Bothma, Cfp®'s Current Company Details
Wealth Way

Wealth Way

View
Co-Founder
Johannesburg, GP, ZA
Employees:
7
Stefan Bothma, Cfp® Work Experience Details
  • Wealth Way
    Co-Founder
    Wealth Way
    Johannesburg, Gp, Za
    View
  • Financial Solutions 4 Professionals (Fs4P)
    Certified Financial Planner
    Financial Solutions 4 Professionals (Fs4P) 2018 - Present
    Johannesburg Area, South Africa
    FS4P assists clients to make unbiased value based decisions with a goal orientated objectivity. We'll transform your usual product driven experience to a fiduciary standard, with total fee transparency and comprehensive planning services such as:- Lifestyle Financial Planning- Estate Planning (Estate Duty, Trust Administration and Legacy)- Retirement & Wealth Planning (Local and Offshore Solutions)- Tax Planning (Proven structure to utilize and optimize your tax benefits)
    View
  • Money And Medicine
    Co-Founder
    Money And Medicine Mar 2020 - Present
    City Of Johannesburg, Gauteng, South Africa
    Through content, tools and media - Money and Medicine strives to empower, enrich and enlighten Medical Professionals with the important financial decisions they have to make.
  • Bothma & Terblanche Pty Ltd
    Director
    Bothma & Terblanche Pty Ltd 2014 - Present
    Pretoria Area, South Africa
    Property Management & Investment
  • Pps
    Executive Financial Adviser
    Pps 2014 - 2018
    Johannesburg Area, South Africa
    View
  • Snc-Lavalin
    Mechanical Engineer
    Snc-Lavalin 2012 - 2014
    Morningside Sandton
    View
  • Cmti Consulting Engineering
    Internship
    Cmti Consulting Engineering 2011 - 2012
    Centurion

Stefan Bothma, Cfp® Skills

Wealth Management Financial Planning Insurance Life Insurance Investment Advisory Health Insurance Engineering Mechanical Engineering Project Management Procurement Piping Project Planning Engineering Design Pumps Systems Engineering Bulk Material Handling Business Development Finite Element Analysis Microsoft Word Project Engineering Powerpoint Mining

Stefan Bothma, Cfp® Education Details

Frequently Asked Questions about Stefan Bothma, Cfp®

What company does Stefan Bothma, Cfp® work for?

Stefan Bothma, Cfp® works for Wealth Way

What is Stefan Bothma, Cfp®'s role at the current company?

Stefan Bothma, Cfp®'s current role is Co-Founder.

What is Stefan Bothma, Cfp®'s email address?

Stefan Bothma, Cfp®'s email address is sb****@****s.co.za

What schools did Stefan Bothma, Cfp® attend?

Stefan Bothma, Cfp® attended University Of The Free State | Universiteit Van Die Vrystaat, University Of The Free State/universiteit Van Die Vrystaat, North-West University/noordwes-Universiteit, North-West University/noordwes-Universiteit.

What are some of Stefan Bothma, Cfp®'s interests?

Stefan Bothma, Cfp® has interest in Sport, Real Estate, Problem Solving, Training, Reading, Business, Financial Planning.

What skills is Stefan Bothma, Cfp® known for?

Stefan Bothma, Cfp® has skills like Wealth Management, Financial Planning, Insurance, Life Insurance, Investment Advisory, Health Insurance, Engineering, Mechanical Engineering, Project Management, Procurement, Piping, Project Planning.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.