Life Strategies

10 Lessons I’ve Learnt Being In Business

March 18, 2021

Since launching my financial advisory group Delta Financial Group 9 years ago. There’s many lessons I’ve learnt along the way. As a business owner you are faced with so many different challenges that you must overcome. Through this experience, I’ve…

80/20 Principle

March 18, 2021

Today I would like to talk about The Pareto principle, also known as the 80/20 rule. The law states that, for many events, roughly 80% of the effects outcomes or rewards come from 20% of the causes. In reality, it…

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How To Better Manage Your Cash Flow

March 18, 2021

If you want to better manage your cash flow. Use a solid cash flow management system. When I first started out in financial advisory, I was introduced to a simple yet effective cash flow management system which I still use…

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Learn how to invest like Warren Buffett incl 5 tips for investing in the share market (v-blog)

September 20, 2018

In this video we are interviewing our investment manager for equities Ray Lenton from our panel of experts to talk about value investing, his recent trip to Omaha to hear Warren Buffett and his best tips for investors. To view…

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5 EOFY super strategies for 13-14

September 20, 2018

With the end of the financial year looming, now is a good time to be thinking about your end of year superannuation strategies. It may also help you to avoid some common traps and tax penalties. Off-market transfers Of particular…

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10 Secrets I Learnt from Meeting Warren Buffet in Omaha

September 20, 2018

On May 4 2013 I attended Warren Buffet’s Annual General Meeting in Omaha, Nebraska. His company Berkshire Hathaway is worth $268 Billion and has more than 280,000 employees across the globe. Warren Buffet is personally worth $50 Billion; below are…

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Dream Book – Creating an Inspiring Life

September 20, 2018

Financial planning has traditionally been about numbers. How much money you have. How much you will need. How long it will last. Now there is a new way to plan for tomorrow. And it starts with your dreams. Our unique…

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.”

Tag: Life Strategies

10 Lessons I’ve Learnt Being In Business

80/20 Principle

How To Better Manage Your Cash Flow

5 EOFY super strategies for 13-14

10 Secrets I Learnt from Meeting Warren Buffet in Omaha

Dream Book – Creating an Inspiring Life

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