Advice that means business

Whether it’s weekdays or weekends, running your own business is a full-time job. To make life a little easier, we can take away the stress of wondering whether your finances are on track for the future.

We’ve worked with many business owners to help them balance the demands of their business and personal lives, giving them more time to focus on what they do best. This includes:

Services For Business Owners Include

Personal Project Management

For a more holistic, streamlined solution, we can work with other highly specialised professionals to achieve the best outcomes.

Business Succession Planning

We can help you plan for the future, including when you want to leave your business or if something were to happen to you.

Complete Insurance Cover

To protect everything you’ve worked so hard for, we can help you with the right insurance for your business, your family and you.

Retirement Planning

We’re experts at helping you build wealth outside your business, including in super, to provide the lifestyle you want in retirement.

CASE STUDY: KATHERINE

Case Study: Katherine

Katherine (42) runs a busy PR firm. While her business is growing year-on-year, it’s a 24/7 job. With very little time for anything else – including her personal finances, Katherine wondered how she could make the most of her financial success to set herself up for the future. She also knew she should have a plan for her business for when she was eventually ready to stop working.

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

Advice that means business

Services For Business Owners Include

Personal Project Management

Business Succession Planning

Complete Insurance Cover

Retirement Planning

Case Study: Katherine

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