Life Strategies

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…

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…

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…

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…

Kerrie Glass

01:51 09 Mar 20

... Having attended a few of Mike's presentations, I found him to be engaging and knowledgeable. He is passionate and "current" in this fast changing world.read more

Andrew Mitchell

23:08 02 Mar 20

... I have been working with Mike for the past 4 years and he has helped myself and many of my clients with their retirement planning and provides an exceptional service.read more

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

Tag: Life Strategies

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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