Our goal is to be the only financial planners you will ever need, advising you on every stage in your progress towards your financial goals. We will allow you to focus on healing your patients, secure in the knowledge that you financial wellness is in capable, caring and professional hands.

About Oracle Medical

Who are we?

Oracle Medical is a division of Oracle Broker Services (Pty) Ltd. Oracle Medical was launched in 2015 to specifically consult with medical professionals. Oracle Medical identifies with your unique needs and will tailor advice and solutions to meet these needs. Oracle Medical currently assists more than 500 doctors with their finances.

Oracle Broker Services and Oracle Medical represent only Blue Chip companies such as Discovery, Liberty, PPS, Sanlam, and Old Mutual, as well as Investec, Allan Gray, Coronation, and Stanlib, amongst others, in the investment department. Oracle Medical is represented by Avi Perelman, Aharon Perelman, and Valerie Musungo.

We help you to:

Protect your greatest asset – your earning potential
Save for cash requirements and invest in short and long term goals
Secure your family and personal assets in the event of death
Plan effectively for retirement
Take advantage of all the tax incentives available to you

We conduct an in-depth analysis showing you where you stand in the above areas.

What sets us apart?

Oracle Medical specialises in advising health-care professionals
We are independent and not tied to any particular product provider
Our testimonials underpin our service
We create long term relationships with our clients
We are available on a 24/7 basis with full administration backing

Our Mission Statement

We pledge to provide medical professionals with excellent financial advice and support, ensuring that this will be the only financial assistance ever needed. We guarantee to advise you on every stage in your progress towards satisfying and ensuring your financial goals. We will ensure that you have the peace of mind and space to focus on your career, secure in the knowledge that your financial wellness is in capable and caring hands.

How will we work with you?

We will design a unique and specific plan that will be tailored for you according to your life stage, both as an individual and a medical professional. This is executed in a simple and easy to understand format and the process will be completely consultative. We work in a compliant manner conforming to all the requirements of FAIS and the industry in general.

To achieve this, an established 6 step process is followed, where the professional relationship is established and defined:

We conduct an in-depth goal-setting session together with the client
We analyse the unique situation of every client based on the outcomes of the above goal-setting session
We present our suggested financial plan to the client
According to the client, the plan will then be implemented
The plan and all progress will be monitored and reviewed progress on an on-going basis

The Oracle Medical Team

Avi Perelman

"ABSOLUTE PASSION FOR UNDERSTANDING HUMAN NEEDS AND HELPING PEOPLE TO FULFIL THEIR DREAMS"

Avi has worked with numerous medical professionals. He has many testimonials and recommendations from his clients, testifying to the outstanding quality of advice and great service he provides.
Avi heads up the imperium (Discovery GIC).
Qualified in BCom Industrial Psychology at UNISA before joining OBS.
Holds a Higher Certificate in Financial Planning (Milpark Business School).
Has achieved numerous awards in the industry, including Discovery Gold Prestige Awards.
Has won many Oracle Brokers competitions.

Aharon Perelman

"CONSIDERATE AND COMMITTED TO PROVIDING TAILOR-MADE SOLUTIONS TO A CLIENT`S INDIVIDUAL NEEDS"

Aharon is diligent and passionate about his work. He is passionate about helping his clients make their dreams a reality.
Aharon`s clients are impressed by the depth of his knowledge and the extent to which he goes to provide them with personalised advice.
Qualified in Bcom Financial Management through UNISA, and worked as an auditor before joining OBS.
Has won numerous awards in the brokering industry.

Valerie Musungo

"PASSIONATE ABOUT INSTILLING CONFIDENCE IN HER CLIENT`S FUTURE AND HELPING THEM CREATE WEALTH"

Valerie is passionate about instilling confidence in her clients` future and helping them create wealth.
Valerie is passionate about sharing with her clients her experience and expertise, giving them the ability to make their own decisions about the financial aspects of their own lives.
Has more than 10 years of experience in the industry and has helped both individuals and companies achieve their financial goals.
Qualified in BCom in Banking and Finance from Midlands State University (Zimbabwe).