Case Study Archives | Delta Financial Group

Case Study: IT Professionals

September 21, 2018

Seeking help to get on track for the future Rob (40) and Michelle (35) work in senior positions at a multinational IT company. Despite their high combined income, they wanted to make the most of their money so they could…

Case Study: Professionals

September 21, 2018

Case Study, Professionals

No Comments

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…

Case Study: Business Owners

September 21, 2018

Business Owners, Case Study

No Comments

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…

Case Study: Retirees

September 21, 2018

Case Study, Retirees

No Comments

Keeping the good times coming in retirement While they plan to keep working for the next few years, Ed (58) and Susan (56) are looking forward to living it up when they do stop work. However, they needed help working…

Case Study: IT Professionals

June 1, 2018

Case Study, IT Professionals

No Comments

Rob (40) and Michelle (35) work in senior positions at a multinational IT company. Despite their high combined income, they wanted to make the most of their money so they could feel better about the future. As time-poor IT professionals,…

Case Study: HNW

June 1, 2018

Case Study, High Net Worth Clients

No Comments

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…

Case Study: Families

June 1, 2018

Case Study, Families

No Comments

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…

Tag: Case Study

Case Study: IT Professionals

Case Study: Professionals

Case Study: Business Owners

Case Study: Retirees

Case Study: IT Professionals

Case Study: HNW

Case Study: Families

Free 7 Secrets to Growing Your Wealth Webinar

Watch our free webinar now to discover smart yet simple insights into building your wealth for the long term regardless of the current level of your assets.

Contact Info

Opening Hours

Services

Quicklinks

Hot Topics

Contact Us