Welcome to the Stellenbosch University
MBChB Class of 2022
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.
You're invited to attend one of our wealth evenings at Allan Gray
Join us at one of our informative evenings out at the Allan Gray Offices in the V&A Waterfront, with food, drinks and loads of prizes to be won.
Register to attend on 23 June, at 18:30 for 19:00.
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.
Register for one of our Wealth Evenings by entering your details, below. Can't make it on the evening? Let's meet up for a coffee on us, instead!
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.
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.
Certificate in Financial Planning (Milpark)
Brag Bit: My compassion and empathy led me to start a career in financial planning. My aim is to be part of my client's life, so I can help you with financial planning holistically. I start with your needs and dreams and by working together you can see the results.
If I didn't do this I would be: I would be traveling with different people to different parts of the country and world.
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.
Partner with Investec Private Banking
As an award-winning private bank, we partner with young professionals just like you. If you’re a medical intern or working in community service for the Department of Health, you may qualify for a reduced fee on our Private Bank Account until you turn 30.
“I’ve been an Investec Private Banker for just over 13 years. I’ve been partnering with medical professionals for 5 years, from first-year interns to established private practice specialists. I understand that doctors are time-starved and don’t always have time to prioritise banking and admin. Which is why our team provides tailored, efficient and unique solutions for a unique vocation – whether it’s assisting in transactional banking, credit, or providing a loan for a new vehicle or a first-time home. As a Private Banker, I’m dedicated to you – but you also have access to our sophisticated digital channels, like Investec Online and the App, and our 24/7/365 global Client Support Centre.”
If you'd like me to get in touch with you, enter your details below:
Here’s what medical intern clients have to say about working with Investec Private Banking