WELCOME TO DELFIN FINANCIAL ADVISORS Providing impactful financial advice, holistically. Invested in you WELCOME TO DELFIN FINANCIAL ADVISORS Your partners in financial planning. Invested in you WELCOME TO DELFIN FINANCIAL ADVISORS Providing life-long financial security. Invested in you

OUR APPROACH...

Invested In You

At Delfin, we’re here to share our experience and knowledge with a transparent approach to financial planning. Your journey to financial freedom is one we’ll take together, through careful planning and a thorough understanding of your needs.

A Wealth of Experience

Founded in 2001, Delfin has evolved from a traditional product-based risk and investment practice into a holistic financial planning company. Our passion lies in demystifying matters of a financial nature for our clients, removing the confusion and providing clarity.

A Unique Approach

With a differentiated fee structure and an approach to financial planning that differs from the norm, at Delfin, our team of Certified Financial Planners all believe in providing the absolute best service to our clients. We are your lifelong partners in financial planning.

More than the numbers: we’re here for
lifelong financial security.

HOW WE DO BUSINESS...

At Delfin, we are committed to building relationships that stand the test of time. We know that to provide you with peace of mind, a solid return on investment and a confident path towards financial freedom, we must provide:

Organisation

We bring order to your financial life, by assisting you at both the macro level of investment, insurance, estates and taxes, but also in the micro level - making things like household cash flow a priority as you look to build your wealth.

Responsibility

We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

Objectivity

We commit to helping you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.

Proactivity

We work with you in anticipation of possible life transitions and to be financially prepared for them. We do this by way of regular assessments and then creating an action plan to manage and address them.

Education

We will explore what is required to succeed in your situation, by thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.

Partnership

We help you achieve the best outcomes by working with you, not just for you. This is made possible by taking the time to clearly understand your background, philosophy, needs and objectives, working collaboratively with you, and offering transparency around our own costs and compensation.

Find Out How We Do Business

OUR SERVICES...

A proven track record of building successful partnerships

0

Years of Operation

0

Our Youngest Client

0

Our Oldest Client

0

Dedicated To Satisfying Customers

A WORD FROM OUR CLIENTS...

I don’t know what I would do without Hennie and Ian! And it’s about my future financial health always. Hennie and Ian advise me on what and when to do things but their expertise is much broader and of higher value than my portfolio.

Jeanne Livingstone

Wel as ‘n persoon wat nie juis in geldsake en beleggings belangstel of onderlê is nie, is Delfin van die uiterste belang vir ons. Ons het ons totale bates, naas ons huis, aan julle toevertrou en tot nog toe was ons tevrede en ervaar ons gemoedsrus.

Ballot Visser

The advice and friendly, efficient service that I have received from Ian, Derick and all support staff has led me to feeling that I can trust Delfin with not only my portfolio, but also other personal matters.

Alan van Geems

Ek vind die advies en persoonlike kontak gee vir my riglyne oor hoe om langtermyn finansiële besluite te neem. Ek voel Delfin het my belange op die hart en kyk na die volle prentjie.

Gerrit de Villiers

YOUR FINANCIAL FORECAST...

We’re here for you from when you enter the working world until well into your retirement.

25+

As you start to think about your bright future, what is important to you?

35+

Thinking about your family: How do you protect their future?

45+

Start thinking ahead, and keep a healthy balance.

55+

With retirement looming, how do you approach this next chapter?

65+

Enjoy your wealth and benefit from sound financial planning.

Our Values

Committed to your well-being
  • Accountability is at the core of our every interaction, and we work closely with our clients for long-term gain.
Quality and value of services
  • We dedicate ourselves to providing the very best service to all of our clients, providing value through one-on-one relationships that grow just as your wealth does.
The courageous approach
  • We take no shortcuts, and are committed to long-lasting solutions that will benefit you for decades to come.
A clear direction
  • Our team is committed to transparent relationships, guided by a code of ethics that ensures that all financial decisions are backed by strong principles.

CONTACT US

If you’d like to know more about what we do, and how we can help you – get in touch by phone or email, or request a call from our team below.

We’re open from Monday to Friday between 07:30 and 16:00 and our team would be delighted to assist you.

Your details are kept strictly confidential as per our Privacy Policy.

Request a Call Back

    By submitting your details you agree to our terms and conditions and privacy policy.