Case Studies

Shining Testimonials

See why others have chosen Delta Financial Group

Case Study: Families

Getting on top of the family finances Dianna (51) and Rahmy (53) are flat out working to pay the school fees while keeping their three kids happy and healthy. With barely any time to think beyond today, they were pretty sure their money could be working harder and that there was more they could be […]

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Case Study: HNW

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 to enable his family to live life to the full. With a view to securing his family’s future while also contributing to […]

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Retirement case study

Keeping the good times coming in retirement Ed & Susan, both in their early seventies, sought ways to maximise their retirement savings. While having superannuation and some savings, the majority of their net wealth was tied up in the family home, which was up for sale. With their adult kids living independently with their partners, […]

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Case Study: Business Owners

Running a business leaves little time for finances. 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 […]

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Case Study: Professionals

Making a successful career go the distance Anthony (38) is an architect in a leading firm. While his career has never been better, he was unsure about the best way to save on tax and make the most of his salary to build wealth for the future. Working long hours and trying to fit in […]

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Technology Executive Case Study

Jeff & Sam’s goal – Retire in 11 years with $150k income per year Assets: Family home, 2 Super funds and Tech stocks Employers: Global US Tech Company & Recruitment Household Income: $550k plus Company Shares / RSUs Family: Married with 2 kids   10 year outlook Independence & decision making Work life balance is […]

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