Estate Planning Services

For complete peace of mind that your assets are in order and will go directly to the ones you love, we can provide a complete range of estate planning services. Matters we can help you with include:

Appointing a power of attorney to act on your behalf if you become unable to make decisions.

Creating your will and keeping it up to date. More than just ensuring your wishes are carried out after you die, your will can be a way of minimising tax, protecting your assets and catering for super funds, companies and trusts.

Nominating an executor to manage the distribution of your assets and other administrative duties.

Nominating your beneficiaries so your money goes to your loved ones according to your wishes.

Nominating a guardian to take care of any dependent children.

Using testamentary trusts for greater control, flexibility and tax benefits.

1. Watch This Video

Watch the video above and understand the importance of a clear, well-structured estate plan for you and your family

2. Complete The Questionnaire

The next step is to complete an online questionnaire to go through the things to consider when putting together your estate plan

3. Meet With Us

Once you have completed the questionnaire it’s time to meet with one of our Estate Planning specialists who will give you tailored advice for your unique family circumstances

Book A FREE Strategy Call Now

Take advantage of a complimentary 15-minute phone consultation that can get you on your way to realising more of your goals.

Book A Free Call

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

Estate Planning Services

1. Watch This Video

2. Complete The Questionnaire

3. Meet With Us

Book A FREE Strategy Call Now

Take advantage of a complimentary 15-minute phone consultation that can get you on your way to realising more of your goals.

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