Dalton Brokers
Celebrating 30 years of building relationships
Who we are
We have been a licensed Brokerage since 1990. Whether you’re looking for insurance, retirement planning, or medical aid (just to name a few services,) we understand that planning these can be some of the most confusing & stressful times of your life. We at Dalton Brokers are here to help you every step of the way.
-Your future is created by what you do today-
What we offer
Insurance (life, critical illness & disability cover)
Life insurance ensures that you and your family are financially protected in the event of a death, disability or loss of income. The life cover portion pays out a lump sum in the event of a death which can then be used by you or your loved ones to cover any financial obligations - from funeral costs to outstanding home loans - that may arise from your death.
With you every step of the way
Medical Aid (gap cover)
Medical aid covers members' healthcare costs such as hospitalisation, treatments and medicine. These costs are covered according to the rules of the medical scheme and the member's medical aid plan type.
What if...
Heading 1
Investments (personal & commercial)
Investing is buying assets such as shares, unit trusts, or property with the expectation that your investment will make money for you. Investments usually achieve long-term goals. Investments can make your money work for you, and help you to create and preserve wealth.
Plan now for later
Investments (personal & commercial)
Investing is buying assets such as shares, unit trusts, or property with the expectation that your investment will make money for you. Investments usually achieve long-term goals. Investments can make your money work for you, and help you to create and preserve wealth.
Plan now, for later
Short Term Insurance
Short-term insurance generally covers your possessions. It refers to car insurance, home insurance, cellphone insurance, travel insurance etc. Unfortunately there are circumstances that we all face daily, and some of these cannot be avoided. We will assist you in ensuring that these day to day possessions are covered, giving you peace of mind
Right here, right now
Retirement Planning
Retirement planning is ideally a lifelong process. You can start at any time, but it works best if you factor it into your financial planning from the beginning. That’s the best way to ensure a safe, secure—and fun—retirement. The fun part is why it makes sense to pay attention to the serious and perhaps boring part: planning how you’ll get there.
Securing your future
Meet the team
.png)
Vic
Business owner and key individual of Dalton Brokers. Deals with life cover, medical aid and investments
Qualifications: Regulatory exam 1 and 5 and has completed his class of business exams.
30 plus years of experience.
.png)
Lin
Wife to Vic and business owner
(co-owner) and bookkeeper.
Paige
Financial advisor dealing with life cover, medical aid and investments.(co-owner)
Qualifications: Bcomm management sciences (Stellenbosch), Higher certificate in financial planning (Milpark), Regulatory exam 1 and 5 and has completed her class of business exams
Mitch
Financial advisor dealing with Short term insurance (both commercial and personal insurance) as well as investments.
Qualifications: Diploma in Marketing (IMM), Regulatory exam 1 and 5 and has completed his class of business exams
Tracey
Administrator-dealing with short-term claims and admin
.png)
.png)
.png)
Joann
Administrator
.png)
Nomzamo (Zee)
Receptionist
.png)
FAQ
Q - How long have you been in business?
A - Vic opened Dalton brokers in 1990 and has been building longstanding relationships with our clients ever since.
Q - Why have a financial advisor and not buy products direct?
A - As independent financial advisors we are able to advise you on the best products to suit your specific needs. If you buy products directly, you may be wasting both your time and money by selecting the wrong products.
Q - When is the best time to start saving?
A - Right now. We love this Quote from Alan Cohen that says “Do not wait until the conditions are perfect to begin. Beginning makes the conditions perfect."
Q - Do you charge a consultation fee?
A - No, we do not
Q - What are your business hours?
A - Monday to Friday, 8am-4pm
Contact Us
Short term: mitch@dtnbrokers.co.za
Life, medical aid and investments: paige@dtnbrokers.co.za
Office: 033 8151 033 or 033 5011 521
© 2022 by Gander Social Studio. Proudly created with Wix.com