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<R1m

Shaun Dalton

I am passionate advisor with extensive industry-related experience. I joined Efficient Wealth as a registered advisor in 2022.

My career in the financial services industry started at Liberty Life where I gained invaluable in depth product knowledge. After Liberty Life I joined Standard Bank as a Wealth Planner where I gained extensive Financial Planning knowledge working with high net worth individuals and business clients.

I have more than 13 years industry experience with a legal background. My purpose is to use my ability to focus on details and use industry knowledge to provide the best advise for clients taking into account: their unique personal goals, costs, tax and estate planning needs.

My personal moto is to provide clients with more in value than what I receive in compensation.


34 Rivier Street, Potchefstroom, South Africa

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Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

083 XXX XXXX

shaun@e*******o.za

Reveal contact details

Shaun Dalton

I am passionate advisor with extensive industry-related experience. I joined Efficient Wealth as a registered advisor in 2022. <...


Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income