Your life stage

Young professional

This is the time to focus on building wealth by investing some of your income and getting on top of your loan repayments. The sooner you start planning, the more likely you will achieve your financial goals and the better off you’ll be in the future.

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About to retire

At this stage of life, it is important to start planning for retirement as early as possible to give you sufficient time (ideally at least 5 years before retirement) to get you financially ready for retirement.

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Family life

Getting the right financial advice at this stage of your life is critical because it is easy to get tied down in the day to day activities of family life and to lose track of your financial goals. Having an effective financial plan in place will help you stay on track.

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Retired

So even in retirement, it’s never too late to get financial advice. It is important to make sure your accumulated wealth and investments are working hard for you so that you can live the retirement lifestyle you deserve.

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Delta4 will be a true partner to help you achieve the
short and long term goals in all of your life stages

Services

Investment Management

Our client-focused approach begins with a straightforward conversation focused on you, your aspirations and your investment priorities.

Retirement Planning

We position retirement planning within the context of total wealth management. Our detailed analysis of your unique situation involves understanding what is most important to you.

Risk Planning

Risk management involves structuring your personal and business affairs to provide for you and your family in the event of premature death, unforeseen disability and planned retirement.

Fiduciary Services

We at Delta4 understand the effectiveness of personal trusts as tools in preserving and transferring your wealth.

Health Cover

Navigating today’s health insurance landscape is challenging. We make it easy to get a quote for coverage that meets your needs and budget.

Short Term Insurance

Our range of affordable short term insurance options includes car, household contents & building insurance.

Employee benefits

We take the time to understand what you and your employees’ needs are

Our mission is to provide employers and employees with optimal retirement planning solutions.

Delta4 can assist employees with the selection of investments available, and in completing any necessary forms for participation.

We provide our clients with various investment opportunities including retirement plans that guarantee the protection of the employee.

REQUEST A CALL BACK

Send us an email and we’ll get in touch shortly, or phone between 8:00 and 17:00 Monday to Friday — we would be delighted to speak to you.

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