Our Why
We believe that everyone has been blessed with a range of gifts, with the very definition of a gift being something to be given away. We want to use our gifts to manage medical professionals’ wealth with the highest fiduciary duty entrusted to us so that they can focus all their energy on giving the gift of health to their patients.
We, the founders of Medvest Wealth Management, came to the realisation that medical professionals were not being serviced justly, and this needed to change.
Through the creation of Medvest Wealth Management it is our objective to manage the wealth of our clients in such a manner that they can focus all their energy on giving the precious gift of health to their patients.
Wealth Management
Wealth management for medical professionals is a specialised service that helps you to protect, grow, and strategically utilise your income to achieve long-term financial security and personal goals.
Investment Management
We will advise you on strategically allocating and overseeing your financial assets to optimise growth, manage risk, and achieve long-term financial objectives.
Retirement Planning
Retirement planning for medical professionals is the process of strategically saving and investing to achieve financial security and desired lifestyle post-medical career, considering factors like income, expenses, taxes and costs.
Estate Planning and Administration
This entails assistance with setting up a will, considering structures for optimal planning of your estate, through to the administration of estates.
Risk Management
Your ability to generate income is your greatest asset, but you may also have debt to cover or specific wishes. We are not insurance “salespeople” and therefore do not take upfront fees or commissions, but we analyse your risks holistically and then advise on the best possible solutions to safeguard you and your family when the uncertain happens.
Doctor’s Financial Vault
We assist and guide you to organise your financial life which will in turn give you peace of mind that your affairs are always in order.
Our Services
About Us
After more than 15 years of experience at top wealth management firms like Investec Wealth & Investment, Anchor Capital and Impetus Wealth Advisors, Martin is on a mission to be a professional wealth manager for medical professionals, in the same way they are being professional health managers to their patients. Professionalism and integrity is of the utmost importance. He has experience as a stockbroker, portfolio manager and wealth manager to high net-worth clients. Martin also studied extensively in the fields of finance and investments having completed the following programs:
BCom Financial Management (University of Pretoria)
BCom Honours Financial Management (University of Johannesburg)
Chartered Financial Analysis (CFA Institute, USA)
Postgraduate Diploma in Financial Planning (University of the Freestate)
RE5, RE3 and RE1 Regulatory Exams (Financial Sector Conduct Authority)
Representative Exams (SA Institute of Financial Markets)
Stockbroking Exams (SA Institute of Stockbrokers)
Co-CEO and Head of Investments
Martin de Bruyn CFA, CFP®
With more than two decades of experience in the wealth and investment management industry, including time spent at the JSE, Investment Solutions, STANLIB and ABSA Wealth, Hannes has a dedication to provide the same professional service to medical professionals, as they do to their patients. With an unquivering guidepost of doing wat is the best for the client, integrity is at the centre of whatever he does. Hannes has experience as an investment consultant, a client fund manager as well as wealth and investment management. In his studies, Hannes has completed the following programs and qualifications:
BCom Financial Analysis (University of Stellenbosch)
BCom Honours Business Management (University of Stellenbosch)
Chartered Financial Analysis (CFA Institute, USA)
Postgraduate Diploma in Financial Planning (University of the Freestate)
RE5, RE3 and RE1 Regulatory Exams (Financial Sector Conduct Authority)
Registered Persons Exams (SA Institute of Financial Markets)
Co-CEO and Head of Investments
Hannes Viljoen CFA, CFP®
No commissions or upfront fees. We believe that wealth management should be a long-term mutually beneficial relationship.
No Upfront Fees Guaranteed
Completely independent, with no pressure from any provider or ‘big brother’ to sell or use a product or service. Decisions are based on what is best for the client.
Independent
Our ability to coordinate/integrate financial planning, estate planning, investment management and risk management by one professional team.
Integration
With integrity as one of our core values, our clients can expect absolute transparency in our practices and fees.
Transparency
Your advisory team consists of Certified Financial Planners (CFP®) and Chartered Financial Analyst Charterholders (CFA).