Are you 5 - 15 years away from retirement and wondering...........
Sydney Financial Adviser
Life is unpredictable,
planning for it shouldn’t be
News And Insights
How Much Money Will I Need To Retire Comfortably?
When can I afford to retire and how long will my money last
Do you have a tax problem with your Employee Share Scheme
Should I Pay Off The Mortgage Or Top Up My Super
Insurances – what are the different types & what is the best way to structure them?
What you can expect as a client of Delta Financial Group
Q. Why should I choose Delta?
We believe that financial planning is not all about the money. It’s about you and your life, first and foremost. Having money allows you to make choices, enjoy more and worry less.
We also believe that financial planning is not simply a case of ‘set and forget’, it’s about planning continually and forming a meaningful relationship.
We’ll be with you through the highs and the lows, the challenges and the victories.
We are an experienced team made up of equal parts financial know-how and a caring heart.
We’re always abreast of the current and most relevant economic, global and market information, so we can keep you up to date and make necessary changes along the way.
Our services and strategies are tried and tested and come from a collective pool of creative thinking, unique financial strategies and the latest in technology.
We’re all about you and what you want. We provide the tools and support, and help you control your money. After all, it’s YOURS.
When you join our Delta family, you get us for the long-haul. We’re by your side all the way, helping you navigate the complex world of financial management.
All our advice is documented and explained, so you fully understand the benefits, actions, risks, costs and expectations. We’ll take care of the admin and paperwork and manage it through to completion, so nothing is missed, and you get results sooner.
If you’re happy, we’re happy.
Q. How much does the initial consultation cost and what takes place?
The initial consultation is on the house and entirely obligation free. We only ask that you commit to a time and be fully present when we do meet.
It’s all about getting to know each other, learning about you, your family, your goals and wishes for the future. It’s also about gauging whether or not we’d be a good fit for each other over the long-term.
We appreciate that taking the next step is not always a given, and that’s OK. That’s what the first meeting (initial consultation) is for. And that’s why it’s on us.
Q. How will I know if I’m a good fit or not?
We could be a good fit if:
You’re open and willing to receive advice that will help you take control, get organised and deliver results you could not get on your own.
You understand that getting professional advice and support is an investment you’re prepared to make in yourself and your future
You’re open-minded and have a ‘what’s possible’ attitude. Because we’re firm believers that the right attitude and sound choices go hand in hand for financial success.
You’re willing to learn and implement the tools we provide to help you take control of your money and future. Remember, we’re here to empower you to do this.
The best results happen when we work together over the long-term. If we don’t believe we can help and provide long term benefits, we’ll let you know.
On the other hand, we may NOT be right for you if:
You’re looking for a get rich quick scheme or a magic ‘fix everything overnight’ pill.
You want free or cheap advice.
You’re not prepared to take our advice or actions required to get results.
You’re not as committed as we are to your long-term success.
You’re rigidly fixed in your views and unwilling to do anything different.