The Partner Your Accounting Business Needs

We’ve joined forces with many accounting firms to help them provide more holistic financial advice for their clients.

As an accountant, partnering with us is a smart way to enhance your offering across a full spectrum of services, including:

Helping your clients identify their unique goals and delivering tailored strategies to achieve greater financial freedom

Providing expert advice and solutions in relation to investments, super, retirement, insurance and specialist services

Enabling you and your clients to stay on top of the latest financial legislation and other developments.

Hear what other accountants have to say

Highly Recommended On

Accountant - image 5-Star-Reviews-1-1024x139 on https://www.deltafinancialgroup.com.au

Success Stories From Our Clients

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“It’s about having a better focus, having someone as a sounding board who knows what they are doing.”

John O’Connell

Trust Company Limited

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“It’s important to have a financial coach to get rid of the white noise in your head”

Ben Hirschfeld

General Manager – Cricket NSW

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“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

Helpful Resources For Accountants

2018 Investment Philosophy

Business Succession Postcard

Business Succession Questionnaire

Client Health Check Postcard

How We Help Our Alliance Partners

Super Insurance Postcard

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Otto Dargan

2021-09-26

Mike did a presentation for us about the basics of financial planning and building wealth. The quality of information was exceptional and he clearly has a passion for helping people to achieve their goals.

Marie O'Looney

2021-09-24

I met Mike at an event my football club organised back in 2016 and his presentation really resonated with me. My husband and I had recently married at the time and wanted to find the best way to combine and invest our surplus money. We were delighted to follow up and meet Mike who coached us to find our common financial goals and we are very confident of achieving them now. Mike and his team present financial jargon and investing in easy to understand ways and always take time to explain and follow up all our enquiries. We are delighted with Mike, Jess and their team and value their personal approach and service. Marie and Scott

Jim Loz

2021-09-23

I can highly recommend Mike's approach to wealth security and creation. I work in tech and attended one of Mike's seminars. Following on I approached Mike for more formal advice. He is smart, honest and prudent. We feel much more comfortable with our financial future now that we have a plan.

Martin Kennedy

2021-08-17

Before we were introduced to Mike we didn’t have a clear strategy on what we were doing, we had numerous super funds and various insurance policies and didn’t have a consolidated plan between my wife and I. Mike and his team helped us lay the foundation for our super, insurance and investment portfolio and the strategy we put in place has been working for us ever since. Several years down the track we are very comfortable with our strategy and wouldn’t hesitate in recommending anyone meet with Mike to put a plan into place.

Jarrod Walter

2021-08-12

I have been working with Mike and the team for the past 2 years in client service. I have been very fortunate to be a part of Deltas growth and watch how our advice changes peoples lives which has inspired me to want to become a financial adviser. The company has a culture of constant improvement and fine tuning the client experience so we can provide the best possible service for our clients. Our CFO offering has meant that I sit in on many meetings and work with our extensive network of other service providers which has given me the opportunity to learn and understand a number of complex and powerful financial strategies and how they can be applied to improve a clients financial situation. I have felt nothing but support for the growth of my career and could not have asked for a better place to work.

Ryan Lilley

2021-07-26

We were introduced to Mike to help us plan for our future and set ourselves up for a path to early retirement. Mike’s advice has meant we have consistent guidance for future planning whenever changes come up and the results have been consistent for the past 9 years. We are really pleased with how we are tracking towards our goals and know we are in good hands and will continue to use Delta Financial Services to manage our investment portfolio.

Natalie Baldwin

2021-07-06

We have always focused on property and building our business and never thought much about planning for our retirement. During our business restructure our accountant referred us to Mike Sikar as someone who can help us put a financial plan in place. We first came in quite hesitant but after discussing our situation, it immediately took the pressure off. Mike explains financial concepts in a way we understand and now we have direction and targets we previously did not have. Having an expert as a sounding board and providing actual strategic advice has meant we will be able to improve our lifestyle now and in the future as our asset base is doing the heavy lifting. We look forward to working with Mike and his team helping us retire in our dream holiday home.

Raj Srikanth

2021-06-11

Mike was introduced to us by our solicitor as someone who specialises in retirement planning. Previously, our financial planning was very poor due to our lack of knowledge in this space and our hectic workloads which didn’t permit us the time to monitor our financial goals. We were very concerned about our overall lack of wealth maintenance and growth strategies in order for us to retire comfortably. We had been looking for a good financial planner to take care of our financial goals for quite some time. Currently, we are very happy with our super returns based on Mike's strategy and advice and the strategic advice around our cash flow has been excellent in increasing our overall preparation for retirement.

Paul Clarke

2021-03-01

As an accountant and tax adviser I enjoy working together with Mike on solving clients problems and improving their lives. Mike has a very strong investment background and extensive knowledge of employee share schemes important in the tech space which is an asset to any client relationship. I always found the energy and enthusiasm that Mike has contagious and I wouldn’t hesitate in recommending him to anyone.

Rose Duong

2020-11-04

“We were initially introduced to Mike by our mortgage broker as we felt we lacked a clear plan for our retirement. We knew we needed an expert adviser as we are experts in our own fields and understand what value that brings. Mike and his team have given us the financial guidance we were looking for, enabling us to live the lifestyle we wanted, while not stressing about the future. I wouldn’t hesitate to recommend Mike and his team to anyone.”