SHAUN DALTON CFP®
Plan with Purpose.
Prosper with Purpose.
Strategic financial planning for high-income earners and families building, protecting, and structuring significant wealth.
Who I work with
High-Income Earners
Professionals whose income has outgrown basic financial products and who need a plan that matches their complexity.
Business Owners
Entrepreneurs who need their personal and business finances planned together — including protection, succession, and tax efficiency.
Wealth-Building Families
Families at a stage where the decisions they make today will determine what they leave behind tomorrow.
One advisor. Three disciplines. A combination almost no one else offers.
Financial Planning Mastery
The CFP® is the gold standard in financial planning. It means your plan is built holistically — every element of your financial life considered together, not in isolation.
Investment-Grade Thinking
Most advisors sell investment products. A Postgraduate in Investment Planning means I understand portfolio construction, asset allocation, and investment theory at an academic level.
Legal Precision
An LLB changes the quality of estate planning, trust structuring, business succession, and buy-and-sell agreements fundamentally. You don't just get a plan — you get one that holds up legally.
Most financial planners hold one of these. Very few hold all three.
Financial Planning Services
Investment Planning
Portfolio strategy built on academic rigour and aligned to your long-term goals.
Estate Planning & Wills
Legal and financial precision applied to protecting what you've built.
Business Assurance
Key person cover, buy-and-sell agreements, and succession planning for business owners.
Retirement Planning
From accumulation to drawdown — a strategy that lasts as long as you do.
Employee Benefits
Group risk, pension, and provident fund solutions for businesses and their people.
Medical Aid & Gap Cover
The right cover at the right cost — structured within your broader financial plan.
What clients say
"Professional, trustworthy, and just a pleasure to do business with. Highly recommended."
⭐⭐⭐⭐⭐ Google Review
"Received professional trusted advice which delivered positive results on my investment."
⭐⭐⭐⭐⭐ Google Review
"Excellent financial investment firm where integrity and client investment wealth growth are primary."
⭐⭐⭐⭐⭐ Google Review
Shaun Dalton CFP®
Certified Financial Planner | Potchefstroom
I built this practice on a straightforward belief: that the people who have worked hardest to create wealth deserve an advisor who matches that seriousness — with the qualifications, the experience, and the commitment to plan with genuine precision.
With over 20 years of experience, an LLB, a CFP® designation, and a Postgraduate in Investment Planning, I bring legal, financial, and investment expertise together in one relationship.
Ready to build a financial plan that reflects what you've worked for?
Book a no-obligation 30-minute discovery conversation. No jargon. No pressure. Just an honest conversation about where you are, where you want to be, and whether we're the right fit.
📞 083 443 8381 | 📩 shaun@efw.co.za | 📍 Potchefstroom, North West