Welcome to the
MBChB Class of 2020
This page is dedicated to you, your career and your financial success.
At Bredfin, we’re serious about helping clients get recklessly responsible with all things money. We like to keep things simple. Simple, but effective. Let us assist you to create, protect and manage your wealth.
Click on each of our services above to find out more.
Don’t leave your financial planning to the last minute as the end of the year is a super-busy and stressful time in your lives! Make sure you plan ahead so you can focus on your final exams, graduation, packing, moving and your last holiday before your internship starts.
Let's Get Started
We have an exciting line-up planned for you over the next few months — doctors’ stationery packs, scrub caps, quick campus meet-ups, small and exclusive events with good food and loads of prizes.
On top of that, you can simply find out more or book an obligation-free meeting with one of our advisers.
We’ve asked medical doctors that graduated from Stellenbosch University to give you some advice on finances, the lessons they’ve learned and how to approach the last stretch of your final year.
Watch, learn, and enjoy!
Meet Your Campus Advisers
Our team of brilliantly savvy finance people has over a decade of experience in the Wealth Management Industry to help young professionals get smart with all things money.
Managing Director and Adviser
BCom (Management Accounting) (US), PGDip Financial Planning (USB)
Brag Bit: I started my "investment career" as a child buying and selling shares with my Dad. Now many years later I love the journey of helping clients invest to reach their personal financial goals. Having an accounting/tax degree background adds huge value when structuring investment portfolios.
If I didn't do this I would be: Owner of running specialty store, or farming.
BCom Law (UFS), LL.B (UFS), PGDip Financial Planning (UFS)
Brag Bit: My love for managing money started at a very young age. I used to fill my piggy bank as quickly as possible, so that my mother could take me to FNB to deposit my savings. Over time, my interest in financial planning grew and I finally settled on pursuing my true passion: helping people reach their financial goals.
If I didn't do this I would be: Planning fairy-tale weddings!
Anika CA(SA), CFP®
BBusSci (UCT), HDAcc (Wits), PGDip Financial Planning (Mlprk)
Brag Bit: I do all reporting for my husband's medical practice and have gathered many pearls of wisdom over the years! With my degree I also did enough law courses for half an LLB - business, estate and tax law which is super helpful for the long term financial planning of my clients.
If I didn't do this I would be: Busy with a million other things - I can't sit still for long.