With roots dating back to the 1980s, 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.
We believe that Comprehensive Financial Planners help achieve improved financial outcomes, and that good financial planning is imperative to financial health.
We’re focused on holistic relationships with our clients, and recognise the level of trust required to share your wealth journey with others. We take our responsibility seriously, and believe in building relationships with strong foundations, and undertake life-long partnerships with our clients to ensure that their financial well-being is cared for.
Our responsibility extends beyond the numbers, and involves budgeting, goals, appropriate insurance and comprehensive planning for your lifestyle, retirement and legacy.
We take risk management seriously, and provide assistance with asset allocation and withdrawal planning. We recognise the importance of tax efficiency and tax planning, and believe that guiding our clients through these obstacles is an opportunity for growth and learning.
We are a member of Finsolnet, a network of independent financial planning specialists across South Africa. By pooling investments under management in Finsolnet return strategies, we are able to negotiate favourable cost structures for clients and enhance investment returns.
By sharing ideas with Finsolnet partners and applying stringent qualifying criteria, our clients can be assured that decisions are taken with transparency and integrity at their core, and that service levels and advice are of the highest standard.
Our Values
Accountability
Accountability is at the core of our every interaction, and we work with our clients for long-term gain.
Community
We dedicate ourselves to providing the very best professional support to all of our clients, providing value through one-on-one relationships.
Courage
We take no shortcuts, and are committed to long-lasting solutions that will benefit you for decades to come.
Transparency
Our team are committed to transparent relationships, guided by a code of ethics that ensures that all financial decisions are backed by strong principles. More than just disclosures, we want to make sure you understand all aspects of your financial life.