Profile

profile

An independent, efficient, Financial Planning practice.

The DBF Group have been trading since March 2009 under the banner of DBF Financial Planning & Wealth Solutions CC, although we bring decades of experience to the table. Our advisors are suitably qualified in terms of regulatory exams and hold the coveted CFP qualification from the Financial Planning Institute.

In order to ensure long and lasting relationships with every client, we ensure that we obtain a genuine understanding of our client’s requirements.

 

Our core focus is our professionalism, confidentiality and expertise.

 

The personal relationships we build with our clients will continue to provide them with the financial peace of mind that their future generations will benefit from today’s wise financial planning decisions.

In meeting the rapidly changing financial challenges in South Africa, The DBF Group  will provide bespoke solutions on an individual basis as well as solutions to the business owner.

We have memberships with Masthead, SAIT and FSP. Our authorised financial service provider number is: 37885.

The DBF Group is a member of BNI South Africa at the Randburg chapter. The mission of BNI is to help members increase their business through a structured, positive, and professional “word-of-mouth” program that enables them to develop long-term, meaningful relationships with quality business professionals.