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.
At Delfin, we know that part of a well-balanced strategy for achieving your financial goals is to understand that a large part of creating wealth is not what you earn, but what you save.
Our approach to crafting your investment strategy is to help you spend your earnings effectively, and make use of appropriate investments to increase the value of your financial portfolio.
In compiling your investment strategy, some of the options we consider are:
Money Market
A Money Market investment gives you stable interest and easy access to your money, perfect for emergency funds and short-term investments. Although mostly the domain of retail banks, a Money Market unit trust can give you better diversification and higher interest than the traditional Money Market with your bank. Just one of the ways we help our clients, at no additional cost.
Unit Trusts
By putting your money in the hands of professionals, we’ll help mitigate your risks and ensure that decision making is structured according to sound investment principles. Your fund manager will help reduce costs, diversify your investment and provide you with liquidity.
Share Portfolios
We can help you build a balanced portfolio, with exposure to different types of company shares with varying characteristics such as risk, growth, size, industry and track record. We’ll help diversify your investments to mitigate risk.
Offshore
Local is lekker, but South Africa makes up less than 1% of the world’s GDP. Investing offshore gives you access to industries and brands not available in South Africa. Through share portfolios, unit trusts, private equity or other vehicles, we will help you get Warren Buffet, Bill Gates and Elon Musk to make you money.
Property
You may have heard that renting means you are paying someone else’s bond, but what if someone else is paying your bond? We’ll help you identify local, offshore and listed property that suits your risk and make sure that you are well diversified and your financial portfolio retains liquidity.
Private Equity
Previously the domain of the super wealthy, times are changing. In a world where investment markets are disrupted by central bankers and increasing levels of sovereign debt, we see private equity playing a greater role in everyone’s investment portfolio. We will help you navigate a world often perceived to be complex and costly to reap the benefits of ever-increasing diversification.
Guaranteed Products
Everyone loves a guarantee, but you need to look closely at the T&Cs. We’ll help you understand what you are gaining, what you are giving up and what the risks are. Guarantees are great, when you make sure that they will work for you.
Finsolnet
Finsolnet is one of the largest national Independent Financial Advisory Networks. Delfin has been a member of Finsolnet since 2003 and has served on the board of directors and chaired the Investment committee of Finsolnet since 2015. Finsolnet comprises independent financial advisors, working together principally to secure market-leading investment solutions for clients. Through collaboration, and by leveraging our collective scale and intellectual property, we reduce supply chain costs and deliver leading products and services to our clients.