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 contract independently with various product providers and will find a suitable solution for you.
Death and Disability
Insurance to fund debts, taxes and provide for your loved ones. The need for the insurance will dictate the premium pattern and regular increases of the insured amount. We often find that an overview of current insurance can lead to a reduction of cover where justified. We will ‘audit’ your current insurance and make recommendations in line with your financial plan.
Loss of Income
Your earning ability remains an integral asset in achieving financial goals. Most of us will not drive a new vehicle without first insuring it. In the same manner your earning ability should be protected by quality insurance.
Not all employer provided schemes offer this insurance and you are expected to take out insurance in private capacity. We plan and facilitate comprehensive insurance to protect your income.
Severe Illness
A serious and life-changing illness typically has financial repercussions, and this insurance can help with funding medical expenses or replacing lost income. We will help to determine the possible impact of such an illness in your specific circumstances.
We offer comprehensive insurance in line with your specific needs and holistic financial plan.
Short Term Insurance - Personal
Your assets can be damaged or stolen, and by providing insurance against these unforeseen events, a replacement or repair can put you back in the position you were before the event took place.
We facilitate the discussions and decisions relating to insurance. Implementation is provided at a well-known insurer. Regular reviews will assist to keep your insurance details up-to-date.The claims experience remains a pivotal part of our offering. Our team will assist every step of the way.
Short Term Insurance - Commercial
Insurance for businesses is different to personal insurance as trading is involved. This requires specialist solutions.
We have a strategic partnership with specialists in the commercial insurance industry.
Gap Cover
Not all costs are covered by Medical aids, and this product is designed to afford you extra protection for healthcare related costs.
Gap cover insurance has evolved and offers supplementary cover related to healthcare. We facilitate the plan choice and implementation of a suitable solution.
Medical Aid
A medical aid will help fund the costs of private healthcare. There are many options when deciding on a suitable plan for you and your family.
The costs of healthcare continue to rise at above-inflationary rates. The management of this component of your plan, while ensuring suitable cover, is vital to your financial and general well-being.
Therefore, we incorporate this discussion as part of your holistic plan.