100% free 23-page report details how to create an income for life, strategies to reduce tax and retire early!
Simply click the button below to get the free report
100% free 23-page report details how to create an income for life, strategies to reduce tax and retire early!
Simply click the button below to get the free report
To give you a clear, tax-efficient plan to generate $10K–$20K per month in sustainable retirement income and put you on track to retire 5 years early — without sacrificing your lifestyle or making rushed decisions around company shares or super.
I’m personally selecting a small group of senior tech executives and founders to help build this future with a clear strategy and expert support.
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⭐️⭐️⭐️⭐️⭐️ “I was looking for a financial adviser who understands my unique position as a tech professional with an employee share scheme and a colleague recommended I speak with Mike. Mike has helped me understand how to make my money work harder and has provided me with a tailored approach with advice and planning I really value. Mike is super responsive, knowledgeable and personable, someone you want on your team.” – Alison Winterflood, Software Development Manager @ Atlassian
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Through a combination of personalised financial strategy, equity optimisation and direct support from my team and I.
Get a complete audit of your financial position — including cash flow, RSUs, super, investments, and loans. We identify your top 2–3 action steps and reveal the most significant wealth leaks holding you back.
Know exactly where you stand today about your early retirement goal. This gives you a clear, measurable indicator of what’s working and needs fixing — no more guesswork.
Understand the smartest way to handle your RSUs, ESPP, and equity comp. Avoid costly tax surprises and learn how to convert company shares into stable income on your timeline.
Maximise your super’s potential by using the right mix of concessional (pre-tax) and non-concessional (post-tax) contributions. This alone can shave years off your retirement timeline and reduce your taxable income.
We show you how to reframe your home or investment loans to reduce bad debt and recycle it into tax-deductible, income-generating investments.
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⭐️⭐️⭐️⭐️⭐️ “My wife and I had reached the stage of our lives where we were about ten years from intending to retire, to our version of ‘retiring comfortably’ – leading us to seek specialist guidance for our existing portfolio. Mike effortlessly provided a solid plan to build & strengthen our portfolio beyond what we though was possible. Through the stages of introduction, planning and implementing (much of which was outside our normal comfort zone), Mike and the team expertly guided us. As our knowledge increased, so did our confidence in our decision to choose & form a successful relationship with Delta.” – Sam Wong, Senior Project Manager @ Versent
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We walk through the big picture — a preview of your complete Early Retirement Blueprint. You’ll see the direction of the plan and what your retirement income potential could look like.
This is your fully tailored, step-by-step roadmap to retiring 5 years earlier with confidence. It includes:
You’ll also receive direct access to me throughout this phase for questions, feedback, or clarity as we build your blueprint.
A tailored investment portfolio that balances growth and income, aligned to your time horizon, lifestyle needs, and tax position. Your money is working smarter, not just harder.
Make sure your wealth is protected and passed on the way you intend. We’ll guide you on smart structuring to avoid unnecessary tax or conflict down the line.
If you choose, we’ll help you execute every step of your plan — managing your investments, monitoring cash flow, adjusting for life changes, and ensuring you stay on track to your retirement goals.
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⭐️⭐️⭐️⭐️⭐️ “Early retirement and being able to give my kids a head start have always been my plans, so I reached out to Mike to discuss how to make it happen. The financial road map he put in place is working very well and his team manages everything for us which if left to me would not get done. I like that he is a boutique business working with a limited number of clients, so the client experience has been on point. I feel more confident that I can leave a legacy for my kids, and I’m looking forward to pursuing more financial goals. His service is ideal for time-poor tech executives who want to kick goals.” – Alyssa O’Connell, Head of Commercial ANZ @ Uber
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✅ No payment for the first 2 strategy sessions.
💰 $5,500 once you’re ready to receive your complete Early Retirement Blueprint.
🔁 Cancel anytime during the planning phase if it’s not delivering value.
🔒 “Retire Ready or It’s Free” Guarantee
If you’re not 100% clear on your retirement plan, you don’t pay.
🔒 $20K Opportunity Guarantee
We’ll find at least $20K in value or work with you free until we do.
🔒 No Cookie-Cutter Advice Guarantee
If you’ve been burned by generic plans before, this is your antidote.
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⭐️⭐️⭐️⭐️⭐️ “Mike reached out to us on LinkedIn and when I read his testimonials, I connected with the pain points that other tech professionals experience. We did not have time to manage our personal finances properly, so we engaged Mike and his team. He is consistent with the way you work together, very transparent and his support staff are amazing always working around our schedule. His service offering is not about one investment, he helps us with everything from managing our cash flow, investments, tax and super strategies and all things property. Value for money, and I highly recommend this advisory team.” – Manu Iyer, Industry Lead for Fintech @ Thoughtworks
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This is for you if:
✅ You’re a senior tech professional or exec with household income $400k+.
✅ You have home equity, company shares, super and want a clear plan.
✅ You’re serious about retiring early and want expert help to do it.
✅ You value clarity, structure and taking action with confidence.
This is not for you if:
❌ You’re not in a financial position to make long-term plans.
❌ You want a quick fix or a cookie-cutter strategy.
❌ You’re not open to reviewing and improving your current setup.
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⭐️⭐️⭐️⭐️⭐️ “I reached out to Mike on LinkedIn as I saw he specialises working with tech executives. My previous advice was not delivering on long-term expectations and so I knew I needed to make a change. Mike quickly put in place a revised retirement plan that involved minimising the fees I was paying in superannuation and having a more structured investment strategy in place. Overall, the advice was very sound, and the experience with Mike has been seamless, responsive and proactive. I now feel a level of confidence and control that my future is heading in the right direction for my long-term aspirations” Karl Pickering, Solutions Architech @ Iron Mountain
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May/June = RSU vesting. EOFY. Tax season chaos.
If you’re not prepared, it could cost you hundreds of thousands in unnecessary tax or missed investment timing.
This is your moment to get ahead — not fall behind.
Next intake won’t open again until July.
Let’s create your Early Retirement Blueprint—backed by data, strategy, and decades of experience with clients exactly like you.
👉 Book your Early Retirement Clarity Call now
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⭐️⭐️⭐️⭐️⭐️ “Mike and the whole Delta team have been fantastic. We had been connected for a while and it took a little time for me to get over the line but I certainly glad that I did. The deep dive sessions and master plan are very comprehensive, customised and we’ll researched. Mike has a clear investment ethos and blended with our needs we have a plan for my family and I that I am sure will bare financial rewards for years to come. The whole team have been great, very responsive and real help getting through the process and paperwork of setting the plans up. A strong recommendation from me and a great partner to have in reaching financial goals. ” Roland Irwin, Head of Sales @ AdFixus
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RSU Exit Accelerator Toolkit
Partner Session – Tax Structuring Audit
Secure the Kids Future Planning Pack
Retirement Ready Toolkit
🔥Only 6 Spots Available for the June Quarter — 3 Left
If you’re even slightly interested, let’s chat — worst case, you get clarity. Best case, you get your life back, sooner than expected.
That’s okay. Most of our clients are 5–15 years away from retirement. This plan is about clarity — knowing what’s possible and making smarter moves now to reach your goals faster.
You don’t need to. That’s exactly why we’re here. We’ll break everything down for you in plain English and guide you through it step-by-step.
You’ll get two full sessions before paying anything. If it doesn’t feel like a fit, you can walk away with zero pressure. We only go ahead once you’re 100% confident.
This is a high-level, personalised strategy that covers tax, RSUs, super, investments, and retirement forecasting. One wrong RSU sale could cost that in tax — we help you avoid that and more.
You get a clear, actionable roadmap. Plus, you’ll have 30 days of email access to us for support and refinements. And if you want ongoing help, we can talk about that too.
Most advisers are generalists. We specialise in helping tech executives structure RSUs, super, and investments specifically for early retirement. This plan complements or enhances what you may already have.
Perfect. This plan isn’t about quitting — it’s about creating freedom and leverage. When you know you can walk away, you gain control over your time and choices.
You could — but it won’t solve the whole problem. Your equity, tax, cash flow, super, and goals are connected. The Blueprint gives you the full picture and clear steps, not just another siloed solution.
How long has Mike been doing this?
Over 27 years in financial planning & stockbroking founding Delta Financial Group in 2011.
What makes Mike an expert?
Specialist in helping high-income tech executives & founders transition into early retirement using RSUs, super, debt strategies, and tax planning. Deep expertise in simplifying complex compensation and creating long-term income certainty.
Major achievements?
Delivered 250 + personalised retirement plans since 2011
150 Google Reviews & LinkedIn Recommendations