Create an income for life | Delta Financial Group

Create an income for life ...

Make smart financial decisions, live a life you deserve and leave a lasting legacy

FIND OUT HOW

Much more than money

You’ve worked hard and earnt a decent living, but have you ever stopped to consider what it’s all for?

And when it comes to your retirement, whether it’s years away,
coming soon, or already here…

are you prepared to answer questions like:

How much money will I need to retire comfortably?

When can I afford to retire?

How long will my money last?

Should I pay off the mortgage or top up my super?

If I help out the kids, will it set me back?

How can I enjoy today and leave a legacy for the future?

Life is unpredictable,
planning for it shouldn’t be

The key to a secure future and a comfortable retirement is all in the planning. It’s about:

Setting a grand plan for how you want life to pan out
Getting your finances sorted so you don’t have to work for every dollar
Making smart decisions and taking action along the way

And it’s about having a reliable income that you control…
at every stage of your life.

WHAT WE DO

“Organising your financial life is daunting, but having that person that knows what you want in life is the key”

Leslie Marquez | Pricing Lead – Consumer | Caltex Australia

News And Insights

The power of diversification, discipline and long-term focus

April 5, 2020

Mike Sikar

These are unnerving times for investors. Markets are roiled by the outbreak of COVID-19 and its potential –…

A different form of distancing

April 5, 2020

Mike Sikar

We are all having to learn new socially responsible and acceptable ways of behaving. Social distancing, in a…

Kids in the kitchen – entertaining the kids these school holidays

April 5, 2020

Mike Sikar

By guest author, Emily Connell Gronholt, Nutritional Medicine Practitioner There is no better time to be getting our…

Financial circumstances facing retirees differ dramatically from pre-retirees.

Jane Orr

23:12 11 Feb 20

... I was introduced to Delta Financial Group in 2014 when I was changing employers and felt my super was not being properly managed. I needed expert advice to help me with retirement planning. 6 years later, I feel more comfortable with my super investment strategy and better prepared for retirement. Having a relationship with Mike and his team makes me feel confident I can retire with ease and without any financial stress. Highly recommend his service.read more

Scott Batchelor

00:21 04 Feb 20

... After having our daughter my wife and I decided that, as neither of us are financially minded, it was time to engage with an expert who could help us with our long term financial goals. My experience with financial planners was not great so I was initially hesitant but after our initial discussion with Mike we realised that there is such a thing as a finance savvy person who knows how to speak plain English and doesn’t want to force you down their path of greatest commission! We thought we knew what was important to us but after our initial session Mike was able to change a lot of our thinking simply through his sound knowledge of the industry and introducing new concepts to support our goal of financial freedom. Since then it has been onwards and upwards with Mike and Jess managing us through some major property changes and ensuring all the details were covered. We have a fixed goal which doesn’t come at any cost to our standard of living, it’s more about being a bit wiser and following simple tried and tested plans. We also know that if anything were to happen to us, both ourselves and our daughter are now completely covered financially.Not being part of a large company and having been through the GFC and more recently the major industry regulatory upheavals, in itself shows that Mike and the team are here to stay and focused on their most important asset, us! We’ve recommend Delta Financial to several friends and have no hesitation recommending the team to anyone thinking of taking the next step to financial freedom. Scott and Lisaread more

Nathan Geller

01:23 08 Jan 20

... Great client experience, feel like mike and delta have my best interests at heart and would definitely recommendread more

Simon Chappell

21:45 12 Dec 19

... Before being introduced to Mike by our mortgage broker in 2016, our finances were getting complex, so we decided to seek professional financial advice. We wanted to put a plan in place that would give us a structure for our future. Thanks to Mike, we have been able to do just that, as he has put in a plan to reach our goals while reducing the worry around our future. He has continued to lead us in the right direction, cutting through to what really matters and acting as our own financial fitness coach.read more

Ian Lyu

20:45 17 Oct 19

... I went to Delta Financial Group’s share market event last month and have been to 3 in the last 5 years. The share market events are always informative and give you a good understanding of current market conditions and opportunities. I highly recommend their events if you are interested in the share market and investing.read more