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Invest in your future with a tailored financial strategy

Get expert financial planning advice with a personal touch.

You bring the goals, we help you achieve them financially

The heart of financial planning is understanding what you want out of life. Prime gives you the freedom to live it the way you want, from travelling the globe, or to spending more time with family or starting a new business – with one dedicated team helping to analyse, plan and advise – no matter what financial stage you are in life.

We help you answer the important financial questions

“What does wealth mean to you?” That’s the question at the heart of our financial planning process. Whether it’s understanding and building your superannuation, investing your savings, business opportunities, buying a home, travel, marriage, children or retirement — a clear strategic plan in advance will give you the ability to tackle them head-on and stress-free.

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No matter your situation, we have the expertise to help

Financial planning isn’t just a great tool for building your wealth. No matter your background, you can work with a dedicated team of specialists to protect and manage your wealth as well as anticipate and navigate any financial pitfalls helps you avoid financial hardship when the unexpected happens.

For Professionals

Clarify your goals and make a real difference by planning for the future.

For Business Owners

Get simple solutions to complex financial needs and free up time for what you love.

For Retirees

Structure your lifestyle in a way that puts your savings to the best use.

We put the protection of your wealth first

First we’ll optimise the structure of your finances depending on your circumstance, goals and risk appetite. Then we’ll implement and manage the strategy and investments to make your life goals a reality. Here’s how it works:

step 1

Meet your advisor to establish your needs

We’ll gather all the information we need to get a clear understanding of where you are and where you want to go financially, to ensure that we can get you there. We’ll also explain our process in detail and give you an overview of our fee structure

step 3

Review our personalised financial plan

We’ll present a tailored plan for building the financial life you want, based on all of the information you gave us. We’ll outline the entire process, timing, implementation of steps, and answer any questions you might have

step 2

Sit back while we develop a plan

We’ll look deeply at your assets, liabilities, superannuation, investments, tax, life insurance, and more, to build a tailored financial strategy that connects the dots between your current financial situation and your ideal future.

step 4

We’ll implement and monitor your financial strategy

We’ll also collaborate directly with your accountant or solicitor to ensure your plan stays on track — adjusting as necessary when your lifestyle, goals, or financial landscape changes. You’ll also get access to your own myPrime online dashboard for simple tracking.

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What our clients say

“Delta Financial Group provides us highly personalized service covering our financial needs. Our stratagic advice has been proactively provided whislt ensuring our investments are professionally managed without requiring our daily input. we feel comfortable knowing prime is looking after our investments.”

Request a consultation to learn how we can turn your financial goals into reality

Call us on 0438 334 334 or simply fill in the form below to find out how easy it is to invest, protect your wealth and build the financial life you want with the right team on your side.

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.”