Case Study: HNW

June 1, 2018

Making wealth make a difference

With three kids in their early 20s, Duncan (58) is in senior management at a large multinational. He had worked hard over the years to build his wealth in a way that enabled his family to live life to the full. With a view to securing his family’s future while also contributing to the community, Duncan wanted to be in the best position to maximise his assets in a holistic way.

Goals

Purchasing a substantial new family home
Being smarter about reducing his tax
Opening up his investments to new opportunities
Having an estate plan in place for distribution of wealth
Being able to provide for his chosen charities.

How we’re helping

We worked with other professionals including a solicitor accountant and buyer’s agent to create the financial advantages Duncan was seeking. This included:

Making the most of tax-minimisation and trust structures
Modelling different scenarios for the best financial outcomes
Setting up an SMSF for surplus funds
Providing greater certainty about the future, including retirement and estate planning.

“Even though life is good, I knew there was more I could be doing with my assets – not just to look after my own family but to give something back.”

: Case Study, High Net Worth Clients

Mike Sikar

https://www.deltafinancialgroup.com.au

I have 23 years wealth management experience in stockbroking and financial planning founding Delta Financial Group in 2011. I started Delta Financial Group because I wanted to have a clear value proposition in a fee conscious world to help clients “create an income for life”. I would say we are more than simply financial planners, we are confidants, coaches, strategists, project managers, partners and often friends, who will care about your financial decisions and how they affect your family and your life. I’ve also been featured as a finance expert on Sky Business and was nominated by Financial Standard as one of the 50 most influential social media users in finance. I’m here to help you answer all your personal finance questions. To book a free 15 minute strategy call follow this link http://bit.ly/SpeaktoMike

Understand what’s happening in the world & the current investment opportunities?

High Net Worth Clients, Market Updates, Pre-retirement Planning, Self Managed Super Funds, Sharemarket

I’d like to invite you to our upcoming annual share market seminar…

Case Study: HNW - image case-study-one on https://www.deltafinancialgroup.com.au

Case Study: Families

Case Study, Families

Getting on top of the family finances Dianna (51) and Rahmy (53)…

Case Study: HNW - image Katherine-2 on https://www.deltafinancialgroup.com.au

Case Study: Business Owners

Business Owners, Case Study

Running a business leaves little time for finances Katherine (42) runs a…

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.”

Case Study: HNW

Making wealth make a difference

Goals

How we’re helping

“Even though life is good, I knew there was more I could be doing with my assets – not just to look after my own family but to give something back.”

Related Posts

Understand what’s happening in the world & the current investment opportunities?

Case Study: Families

Case Study: Business Owners

Contact Info

Opening Hours

Services

Quicklinks

Hot Topics

Speak to an Expert