News and Insights

“When we started working with Mike, we had a strong household income but no clear investment strategy. Our super was not being managed properly and we also needed to declutter our finances. We value having one person as my central go to contact for my personal finances. I like the fact that its not all […]

“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.”

“With Mike’s advice and help so far, we have been able to get our financial house in order and started to think seriously about our retirement while putting in place an investment plan to get there. We like the regular follow-ups and feel that communication is always accessible. We feel confident we can achieve our […]

“Delta felt like an extended family. A team genuinely committed to helping me see exactly where I was and where the gaps were in my plan to where I wanted to be … Mike is realistic, direct and over-giving … no-nonsense approach.”

“I was looking for a financial adviser who understands my unique position as a tech professional with an employee share scheme … has helped me understand how to make my money work harder and has provided a tailored approach…”

“We had been connected for a while, and it took a little time for me to get over the line, but I was certainly glad I did. The deep dive sessions and master plan are very comprehensive, customised and well researched.”