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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.

Wealth Management

Wealth management includes the protection and accumulation thereof but the management becomes even more  essential in the latter part of your life and in particular from age 45+. The investment decisions taken at that stage and later can add 30% more to your retirement capital. This is done by avoiding common mistakes that both the investor and his adviser can make.

Essential principles of investing must never be dominated by incorrect knee-jerk short-term actions, as this causes more confusion and potential loss of accumulated capital.

The focus must remain on your goals and adjusting for personal circumstances during annual reviews. The contribution of the investment adviser is to listen to your needs, help you plan and advise on the best possible solution to reach your goals.