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Retirement & Superannuation Experts

Retirement & Superannuation
Experts

Specialising in helping people aged 45 and above
create an income for life and live a comfortable retirement

What success looks like

Hear from our clients themselves.

Reviews: 4.8 stars from 142 Google and Linkedin reviews.

Delta Financial Group

What makes us different?

At Delta Financial Group we equip you to think about, behave, react and use money in a way that puts you in the driver’s seat. We are your personal sounding board and help you evaluate all your options and make smart financial decisions. To help you make the best choices and “create an income for life”.

As a valued client, you will receive the benefits of our leadership and management of a team of experts to give you clarify and control of your future, as well as our personal attention, professional advice, timely information and efficient administration.

Think of us as your personal Chief Financial Officer (CFO), where our role is to apply financial acumen to your personal situation. To provide a methodical approach to managing money and use proven strategies to enhance what you’ve got and create opportunities for improvement.

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.

Managing money is serious business. Most of our clients are living busy lives, and rather than wasting their valuable time trying to sort out their financial affairs, they work with us so they can focus on the fun stuff—planning for a more enjoyable life – today and in the future.

Are you 5 – 15 years away from retirement and wondering…

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?

What do I need to do with my money today to achieve my financial goals

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 to live your life
  • 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.

How we can help you

We help you build a roadmap to reach your goals and achieve what is most important to you.

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Financial Advisor Sydney

Technology Executive Case Study

Delta Financial Group helped Jeff & Sam with a plan to retire in 10 years with a retirement income of $150,000 per year indexed to inflation.

We helped them understand the importance of diversification and the benefits of the superannuation and pension environments to provide a tax-effective income when they choose to stop working

By discussing their objectives in detail and modelling the future outcomes, Jeff and Sam had a clearly defined retirement goal and roadmap to get them there.

As featured in

Delta Financial Group is often featured in the news as it continues deliver quality retirement planning advice to Australians.

Yahoo Finance Logo

“Firm specialises in helping clients achieve financial independence”

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Forbes Logo

“They have assisted over 200 clients with financial planning and retirement strategies”

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Sky News Logo

“Featured as finance expert on Sky Business”

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Business Insider Logo

“5th straight year of positive growth”

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Apple News Icon

“Highly trusted financial adviser”

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CEO Weekly

“Empowering clients to make informed decisions about their retirement plans”

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News and Insights

Helpful tips and insights on how to best manage your finances, help grow your wealth, reduce your tax and retire comfortably.

A calendar with a countdown of 10 years

7 financial things to do 10 years before retirement

Prepare for retirement in 10 years with these 7 financial steps. Evaluate goals, assess finances, maximise savings, superannuation contributions, review investments and consider downsizing to maximisour income streams for a sustainable retirement.

Read More
Retirement Planning

12 Clever EOFY Tax & Super Strategies to Retire Early

It’s tax season! Let’s kick it off with some savvy strategies to boost your finances and set the stage for a brighter retirement.
Beware the pitfall: numerous high earners fall short of their retirement goals by underestimating their yearly super contributions.

Read More
Wealth Management Service

Debunking 11 Common Myths about Personal Finance

Are you ready to take control of your financial future? Our latest article dives deep into debunking 11 common myths about personal finance that could be holding you back from achieving your money goals.
Discover the truth behind these misconceptions and empower yourself to make informed decisions about your finances.

Read More
Discover More Articles

Frequently Asked Questions

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.

What can I expect to pay for your services?

In order to get the full benefit of our personalised service and yield truly effective results for long term financial security, there is a minimum cost to work together, starting from $5K (+gst) pa.

The actual cost will depend on what you need and the type of advice and support necessary to make it happen. As we’re not a ‘one size fits all service,’ we will let you know the exact cost after we meet.

However, if already feels this investment this is out of your reach, there are other ways we can help you out.

Our resources page is packed full of complimentary materials including blog posts, informative videos, education guides, white papers and even eBooks you can download for free at any time.

All material is well researched, prepared exclusively by our very own in-house finance experts, and based on what we believe is important when it comes to using money to get more out of life.

How much does an initial consultation cost?

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.

Why do I need a financial adviser and can’t I do it myself?

You can.

There are countless fantastic tools and resources available for people who wish to handle their finances and plan on their own. However, even with all the resources available, unless you have at least a basic knowledge of how money works, a lot of time, and are very disciplined, most people are simply unable to stay on top of things consistently.

Planning for the future involves far more than simply researching funds and staying up to date with the markets. There are many moving parts, and like a jigsaw, unless each piece is put in the right place, the picture won’t be complete.

Investing in our help is essentially an investment in your happiness. It reduces the risk of making a potentially irreparable mistake by missing a crucial step, or not keeping on top of economic and market developments, as well as other important but often overlooked factors, such as unexpected life changes or events.

Managing money is serious business. Most of our clients are living busy lives, and rather than wasting their valuable time trying to sort out their financial affairs, they work with us so they can focus on the fun stuff—planning for a more enjoyable life – today and in the future.

How will I know if we are a good fit?

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.

I’m ready to begin what do I do now?

Firstly, congratulations on making the decision to take the next step towards something that could impact your entire life in the best possible way.

We warmly invite you to get in touch with us by clicking this link and booking a time to meet.

We really look forward to getting to know you and seeing how we may be able to help.

Not found what you’re looking for? Please get in touch, we’d be delighted to help.

Founder and Principal Financial Advisor

Let us contact you

Complete the form and we will schedule a chat at the most convenient time for you.