MBChB
Your medical career is about to change quickly. While you focus on exams, graduation and the work ahead, we help you put the financial foundations in place for internship, community service and the decisions that follow.
Start with the essentials: protect your income, plan for immediate costs, build an emergency fund and begin investing consistently. Each decision creates a stronger base for the next. As your career and family life develop, we’ll help the parts of your plan to keep working together.
Get your financial foundations set up properly, from the start. Our Money Basics talks will give you the knowledge to do it. Register your interest for our upcoming events below, and we'll be in touch.
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.
Meet your campus advisers
Our team has over a decade of experience in wealth management and helps young professionals make sound decisions about their money.
Jéan Muir CFP®
Wealth Manager
PGDip Financial Planning (USB)
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'd be…
Travelling with different people to different parts of the country and world.
Bianca Ludik CFP®
Financial Planner
PGDip Financial Planning (USB)
I’m a huge people’s person and really enjoy being an adviser, teacher, and coach to my clients. I love building tax-efficient strategies that actually work for them and their goals. Expat financial planning is where my special interest lies.
If I didn't do this I'd be…
Travelling the world as a singer… but music doesn’t come with numbers.
Celia Meyer CFP®
Financial Planner
PGDip Financial Planning (UFS)
I am the numbers, data, and detail-driven person behind the scenes, passionate about ensuring that your future is structured on the right foundations and aligned with the correct numbers. I love helping clients create financial security with clarity, strategy, and purpose.
If I didn't do this I'd be…
In event planning.
Anika Delicio-Greyling CA, CFP®
Wealth Manager
BBusSci (UCT), HDAcc (Wits), PGDip Financial Planning (Mlprk)
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'd be…
Busy with a million other things - I can't sit still for long.
Gideon Bosman CFP®
Managing Director / Wealth Manager
BCom (Management Accounting) (US), PGDip Financial Planning (USB)
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'd be…
Travelling the world and own a running speciality store.
Rukudzo Nyabeze
Private Banker
As a private banker at Investec, I specialise in supporting young medical professionals. Following a legacy of looking after doctors, we understand your unique financial needs and aspirations. Let’s embark on this financial journey together—because just as you care for your patients, we’re here to care for your financial future!
If you'd like me to get in touch with you, enter your details below:
We look forward to hearing from you. If you have any questions, please email us at info@bredfin.co.za