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

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

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

Ben Hirschfeld

General Manager – Cricket NSW

“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

Business Succession Questionnaire

How We Help Our Alliance Partners

Book A FREE Strategy Call Now

Take advantage of a complimentary 15-minute phone consultation that can get you on your way to realising more of your goals.

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Kerrie Glass

01:51 09 Mar 20

Having attended a few of Mike's presentations, I found him to be engaging and knowledgeable. He is passionate and "current" in this fast changing world.

Andrew Mitchell

23:08 02 Mar 20

I have been working with Mike for the past 4 years and he has helped myself and many of my clients with their retirement planning and provides an exceptional service.

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.

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 Lisa

Nathan Geller

01:23 08 Jan 20

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

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.

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.

The Partner Your Accounting Business Needs

Hear what other accountants have to say

Highly Recommended On

Success Stories From Our Clients

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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

Book A FREE Strategy Call Now

Take advantage of a complimentary 15-minute phone consultation that can get you on your way to realising more of your goals.

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