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Your wealth in good company

Wealth is not only created by investing your savings but also by limiting the loss of money due to a lack of experience, time, knowledge and proper financial advice. Save yourself valuable time by allowing the team at Delfin to share with you our experience, knowledge and approach to understandable and transparent financial advice.

About Delfin

Delfin started as an insurance brokerage in 1994 and has since evolved into a holistic financial planning company. The passion to clarify and demystify matters of a financial nature for our clients has always been our number one priority.

Reasons for this are simple:

  • to successfully steer through the myriad of financial products, data and personal financial decisions requires a trustworthy relationship between the financial adviser and client.
  • To ensure financial planning success, short term thinking and actions should be limited as it could lead to unnecessary confusion concerning the protection of wealth in the long term.

Achieving this requires patience and knowledge from both the adviser and the client. By creating a partnership is how we obtain the long term goals of our clients.

Delfin has assisted five employees in achieving the prestigious Certified Financial Planner® designation and one has progressed to qualify as a Chartered Financial Analyst (CFA).