Stefan Bothma, Cfp® work email
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Stefan Bothma, Cfp® personal email
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.
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Co-FounderWealth WayJohannesburg, Gp, Za -
Certified Financial PlannerFinancial Solutions 4 Professionals (Fs4P) 2018 - PresentJohannesburg Area, South AfricaFS4P 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) -
Co-FounderMoney And Medicine Mar 2020 - PresentCity Of Johannesburg, Gauteng, South AfricaThrough content, tools and media - Money and Medicine strives to empower, enrich and enlighten Medical Professionals with the important financial decisions they have to make.
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DirectorBothma & Terblanche Pty Ltd 2014 - PresentPretoria Area, South AfricaProperty Management & Investment
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Executive Financial AdviserPps 2014 - 2018Johannesburg Area, South Africa -
Mechanical EngineerSnc-Lavalin 2012 - 2014Morningside Sandton -
InternshipCmti Consulting Engineering 2011 - 2012Centurion
Stefan Bothma, Cfp® Skills
Stefan Bothma, Cfp® Education Details
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Financial Planning And Services -
Financial Planning And Services -
Mechanical Engineering -
Project Management
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.
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