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Welcome, Stellenbosch University

MBChB Class of 2024

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.  

Get In Touch

We can help you get your financial planning sorted. Let's meet up for a coffee, on us! Just fill out your details below, and we'll be in touch.

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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. 

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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.

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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.

Gideon CFP®

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: Own a running specialty store and travel the world.

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Jéan

Adviser 
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.

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Anika CA, CFP®

Adviser 

BBusSci (UCT), HDAcc (Wits), PGDip Financial Planning (Mlprk)

Brag Bit: I am very analytical and have a spreadsheet for just about any aspect of financial planning. Tax planning is one of my favourite ways to ensure clients get the most out of their investments.

If I didn't do this I would be: Busy with a million other things - I can't sit still for long.

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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.

Reece Fortuin Investec Private Banker

Reece Fortuin

Private Banker

I have been with Investec for just over two years, serving a wide range of clients. I pride myself on delivering out of the ordinary service and providing ease to my clients lives.

 

As future Doctors, every second of your time counts, therefore we make it our duty to facilitate all your banking needs that you won’t have the time for.

If you'd like me to get in touch with you, enter your details below:

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Thanks! Your details have been sent. We'll be in touch!

 Here’s what medical intern clients have to say about working with Investec Private Banking

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We look forward to hearing from you. If you have any questions, please email us at info@bredfin.co.za

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