Wealth is a
Your retirement should be a place of happiness, comfort and laughter.
We’ll help you get there.
What’s your vision?
It all starts with having a clear idea of how you want to spend your retirement. The old retirement question was, “How will you invest your money so you can retire comfortably?” The new question we want to help you to solve is, “How will you invest yourself, your time, and your money to have the best life possible?” We don’t view retirement as an end point but rather a launching point.
Your ideal retirement might be based in South Africa. Or you might want to have the option of global lifestyle flexibility. Wherever you plan to spend the second half of your life, we will do everything in our power to make sure your dreams become reality. We call it outcome-based planning.
We work for our clients as we would for our own families. We are all about building life-long meaningful relationships based on trust, integrity, and technical expertise.
We’re a boutique financial planning business. We’re big enough to have industry clout. But small enough to be able to truly know our clients. To be proactive and to provide an exceptionally high level of client service.
Our focus is very much on holistic financial and retirement planning rather than on pure investment performance. And our clients love us for it. We strive to bring meaning to your means. Why travel this journey of life if you can’t afford to stop and enjoy the views along the way?
Like seasoned expedition leaders, we bring together experts in the fields of global investment management, estate planning, risk mitigation and tax management to manage your finances. All of these individual players follow a written financial plan which is regularly updated – in close consultation with you. This is the essence of outcome-based financial planning.
We gain immense satisfaction from helping our clients to not just survive retirement but rather to thrive in their golden years – mentally, physically, and financially.
We believe that the first step to successful financial planning is really getting to know our clients by listening to their life stories…
Facts and figures tell us what clients have. They don’t tell us how hard they worked to get there, the sacrifices they made, the people they’re doing it for, the hardships they overcame, the pain and joy they experienced along the journey, the partnerships forged and lost, and the amazing ups and downs navigated while gathering the assets those numbers represent. Behind every success story is a family tree of events and relationships, each inextricably linked to the other. Together these combine to form our unique personal stories.
We love to listen to the stories behind the numbers
WITH YOU EVERY STEP OF THE WAY
EMBARKING ON YOUR WEALTH JOURNEY
CURATING YOUR ITINERARY
DECIDE ON A DESTINATION
Recent research by international leading investment companies stresses that clients who work closely with holistic financial advisors experience an average of 3% additional value-add or “Gamma” compared to those who don’t.
This doesn’t just prove the benefits of appropriate asset allocation, rebalancing and tax management. It also shows that ongoing financial coaching can change behaviour and prevent people from making mistakes such as selling at the bottom of the market. The term ‘behaviour gap’ has been coined to describe the difference between the returns investors could earn and the lower returns they actually do earn due to their own behaviour.
Just as the ideal journey is far greater than the sum of its parts, the real value of holistic, values-based financial advice goes far beyond the numbers you see on your statements. Walking the outcome-based journey with us reaps intangible rewards by bringing you peace of mind and helping you to achieve financial wellbeing.
Ant, Reg, Iain and Adam worked under the same roof for many years, but we have only recently joined forces officially. Over the past 11 years we have got to truly know one another on a personal level. We have thrashed out our philosophies on investments and on life. And we have had the chance to see these philosophies actually playing out. We have shared our love of competitive sports (on and off the field) and we have hosted highly successful client events together.
The amalgamation of Delport, Thomson and Bacher is not a business merger – it is a marriage of people, businesses and ideals. We truly believe that we are stronger together. Coming together doesn’t just make sense on a fundamental level (we use the same software, we already share offices, our clients have a lot in common) it’s also about values. We are all guided by a strong moral compass and we all believe in putting in the hard work required to achieve the very best for our clients. On some level, we all knew that the amalgamation of our businesses would eventually happen.
Mere hours after the business agreement was signed, tragedy struck with the sudden passing of Ant Delport. Ant was much more than a future business partner. He was a trusted friend and mentor who shared our worldview. Ant was well known for the success of Incredible Connection, which he co-founded in the early ’90s. He was an exceptionally astute CFP® (his business development skills were second to none) who had run three Comrades Marathons and enjoyed a passion for wildlife. We feel we owe it to Ant’s memory to make a resounding success of DTB. It is moments like this – when the cruel unpredictability of life is laid bare – that remind us of the importance of what we do.
When rolled together, we believe that our individual skillsets create a truly unique proposition in the South African wealth management landscape. And our clients agree.
Meet the Team
Director, BA LLB LLM (Tax) MPHIL, CFP®
Reg Thomson has been a leader in the South African financial services industry since 1991, and he served as national sales manager for Investec Investment Management Services. After starting out as an advocate at the Johannesburg Bar, he pivoted to corporate finance. He designed some of the early financial investment instruments used in the industry and he has trained and mentored many financial advisers (including Ant and Adam) over the decades. In 1999 he co-founded the Bauer Thomson Investment Group, the precursor to Delport & Thomson.
For Reg, the crux of financial planning is coaching clients to work on their relationship with money. When he is not in the office, you’re likely to find him giving back to the community or birdwatching in his beloved bushveld. He holds an LLM in taxation and pensions, a Master of Philosophy, and is a Certified Financial Planner®.
Director, CFA®, CFP®
Adam Bacher has more than two decades’ experience in the financial services industry. He served as head of the Alexander Forbes’ personal financial planning investment committee, before going on his own in 2010. His technical and strategic expertise is complemented by his keen understanding of relationships, values and people.
Adam has represented South Africa in international cricket, playing 19 test matches and 13 one day internationals. His experiences at the highest level of professional sport have left a lasting impression. Dealing with the ups and downs of professional sport made him “super curious to find out what it takes to succeed more than you fail.” As his clients will tell you, he seems to have found the answer. Adam has a B Comm degree and is a Certified Financial Planner and a CFA® charter holder.
Iain MacKenzie boasts more than 20 years’ experience as a financial advisor, first at some of the larger South African investment houses and since 2009 with Ant and Reg.
His career trajectory has given him hands-on exposure to every aspect of the financial planning sector. Iain holds a Diploma in Business Management, a Postgraduate Diploma in Financial Planning, and is a Certified Financial Planner®.
Erna van Loggerenberg
Director of Operations
I began my career in 2000 with Momentum, where I worked as a receptionist and later as an admin assistant. In 2005, I joined Delport & Thomson Wealth Management as an assistant. I am excited about the recent merger with Adam Bacher & Associates to form DTB Wealth – a full-service financial planning practice that delivers exceptional customer service.
I am the Director of Operations for DTB Wealth, and I also have an NQF Diploma in Financial Planning from Millpark Education, which I completed in 2019.
Beyond the office, I enjoy travelling and camping with my husband and two daughters. We all have a strong interest in wildlife conservation.
I have been working in the financial services industry since 2009, when I joined Delport & Thomson Wealth Management as an admin assistant. I am excited about the merger with Adam Bacher & Associates to form DTB Wealth, which will certainly take the business to new heights.
I am an energetic and friendly person and I take pride in my work. I love assisting clients and making sure they receive the best customer service possible.
Outside the office, I enjoy spending time in nature with my family and friends.
I have more than 25 years’ experience in the financial services industry. I joined Adam Bacher & Associates in January 2010 and I am excited to be part of the new trajectory of the business as we merge with Delport & Thompson to form DTB Wealth.
I assist clients on a daily basis and provide them with peace of mind, knowing that all their concerns are in a safe pair of hands. I pride myself on delivering a very high standard of customer service, drawing on my BA in Psychology to really understand what makes people tick.
Travelling is my passion, especially when it ties into my other interests like Egyptology, cooking and broadening my understanding of wine. I also spend much of my free time supporting my three energetic children on the sports field.
Our bespoke approach works best with successful executives and professionals who view wealth as a wonderful journey and retirement as a magnificent destination. The synchronicity between our values and yours is the cornerstone of your relationship with us. We love working with people who…
Are financial delegators who value expert advice
Are passionate about meaningful goals which require planning and money
Enjoy the simplicity, freedom and peace of mind that comes with having all their financial assets under a watchful eye
Value our expertise and benefit from the advice fee (we charge a percentage of assets under our care)
Focus on what’s important in their lives and live meaningful lives
Can handle the truth and don’t skirt around uncomfortable issues
“Adam came into our lives during 2011 when we made our first investment and since then he has become a family friend and most importantly a financial advisor of high standing, integrity and honesty. As we are certainly financial whiz-kids and in-depth followers of local and international financial affairs, we entrust him to guide and help us to remain financially comfortable going into our retirement years.”
Tony and Glynis Banek
To start planning your wealth journey.
Directors: RR Thomson – BA LLB LLM (Tax) MPHIL, CFP® | AM Bacher – CFA®, CFP® | I MacKenzie – CFP® | CE van Loggerenberg
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© Copyright 2021 DTB Wealth.