How can we help you?
We are your partners in wealth management, dedicated to sharing in your journey to financial freedom.
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.
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.
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.
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.
We know that planning for the future extends beyond a lifespan, and will help you ensure that your loved ones are taken care of. Providing peace of mind is our first priority.
Without a will, providing your dependants with the provisions that you’ve made for them can be a long and time consuming process. Together with our Fiduciary Services partners, the Delfin team will assist in planning your estate – guiding you through the entire estate planning process.
We understand the sensitivity of estate planning, and our partnership extends to ensuring that your family is provided with the best financial guidance in the event of your passing.
Our commitment to you extends beyond the numbers:
Wills
The most important document you are ever likely to sign.It should be structured with all the required statutory requirements and be a practical expression of your wishes.
We incorporate the various aspects of your financial plan in this document. Regular revision of this document is imperative to ensure your wishes will be adhered to. An established relationship makes for a seamless transfer of assets to dependents.
Trusts
A separate legal entity that can assist with safeguarding and management of your assets. The ongoing use of assets are secured by making use of an entity that has a continual existence. Trusts have increasingly been scrutinized and the due diligence required from Trustees often means that outside assistance would be prudent.
We contract with professionals in this specialist field and will coordinate planning and implementation.
Letter of Wishes
With comprehensive knowledge of your goals we help you provide a clear instruction to Trustees directing your intent with assets in a Trust. There is no sense in ‘ruling from the grave’ , but clear directions will guide the management of Trust assets.
Living Wills
This document speaks for you when you no longer can. It may assist with a family's decision regarding a person on life support with little prospect of recovery. We assist with the correct wording and safeguarding of this document.
Offshore Structures
In this global landscape offshore structures have become more commonplace. With comprehensive knowledge of your complete financial plan we assist you to place offshore assets in appropriate structures that fits your needs.
A vast array of practical and tax considerations will guide our recommendation regarding jurisdiction and legal entity employed.
Deceased Estates
When losing a loved one, you need someone you know and trust to facilitate the effective transfer of assets in a caring manner. We assist with the administration component and guide the decisions as part of your succession plan.
We will be your family`s central point of contact in winding up the estate, and will make use of our partners who specialize in the administration of estates. We intermediate communication and assist with the plethora of paperwork.