Testimonials

Mike helped us navigate the complex world of superannuation, finance, investment and budgeting. We could not have put together such a package without him. In addition he provides solid down to earth life advice on managing your income and building wealth. And he’s happy to patiently answer our non- expert questions whenever we are unsure of anything. We think Mike is definitely worth catching up with for a conversation about your goals and challenges with finance. We’re still working towards our goals but we now have high hopes and clear expectations.

Finding a good financial advisor is all about trust and an honest working relationship. Mike and Jess are a great team, from the start my partner and I felt comfortable we were in safe hands. Mike has a wealth of experience and knowledge and we look forward to drawing on his expertise for years to come. Without Mike’s help we would not have the fnancial protfolio and saving capacity we now have. E & G

When we were first introduced to Mike and his team we were unsure about our goals and about how to get into the Sydney property market. Mike took an holistic view of our finances and we were pleasantly surprised by his service offering, helping us with our cash flow, insurances, super and an investment plan. He took the time to learn about our financial position and life goals and has developed a meaningful and clear strategy that we are excited about. Mike’s support team were really hands on in helping us work with his network of expert advisers and made sure everything ran smoothly. We now feel more comfortable with our decisions and feel we are heading on the right track to achieving our goals. We have no hesitation in recommending Mike to our friends.

Being introduced to Mike and getting my finances in order gave me a great sense of relief. The major benefit for me was putting my 10-15 year goals on paper, discussing where I wanted to be and why and setting a plan in place so I knew everything was mapped out so I could just focus on enjoying life. Trying to figure things out on my own was too daunting, I was fearful of making the wrong decisions and also didn’t want to look at the true facts of my situation without having any solutions, so working with Mike and his team has really helped with all of that and now I am confident I am on track to achieving my goals and living life on my own terms.

I have been working with Mike for over 11 years and he represents many of my clients and friends. I work with many financial advisers however the feedback I always receive from our clients is that they value him as a coach, partner and often a friend because he is very personable, engaging and really cares about them. Mike proactively adds value to all his relationships and he is someone who has your best interests at heart and wants to see you succeed and actively shares his skills and expertise. By us working together this enhances my personal relationship with my clients as we are all working towards the clients outcomes.

We were introduced to Mike through LinkedIn where we were able to book a free 20 minute chat, this was a great approach because we had been meaning to see an adviser but had never got around to it. We completed our financial road map in our first meeting which helped us detail where we wanted to go and how we needed to get there. With Mike’s support and guidance he has helped us lay the foundation for our financial future and the value of that is exponential. Mikes unique cash flow management system taught us to become aware of our spending and make conscious decisions with where our money is going. We really enjoy our regular catch ups and appreciate all Mike’s education via handouts and emails and wouldn’t hesitate in recommending Mike and his team to anyone.

Mike was recommended to us through our accountant and he already had several of our friends as clients which gave us the confidence we needed to get started. Mike took the time to get to know us, to understand what’s important to us and then helped us implement simple strategies to help achieve our goals. Prior to this we didn’t put much time into our finances or have much control of what we were doing or where we were headed so now we have laid the foundation and feel more organised and confident about our future. Mike has been very transparent about the advice process so it’s been easy for us to understand and the results have been really positive so far. Mike also educates us along the way so it’s clear to see how things are progressing every time we catch up. We have had the benefit of being introduced to Mike’s panel of experts so we know all of our bases are covered and we have Mike playing a key role in bringing everyone together. Having Mike as our coach we are more accountable to our spending and we are more open to considering further opportunities in shares and property. We are really pleased to have Mike on our team and are happy to recommend him to anyone.

Mike and his team were amazing from the the moment we met his service was 1st class, i had been with several advisers over the last 10 years and mikes approach was very refreshing. I have already referred several of my friends and family to Delta Financial Group. Jeremy

We saw a lot of Mike’s videos and articles on LinkedIn so we took advantage of his free 20 minute chat. We enjoyed completing our financial road map as we were able to visualise our long term goals and put a simple plan in place to achieve them. The first step in meeting Mike was the biggest but in-between our meetings he sent us great videos and handouts which helped us get excited about taking action and actually made it a journey to look forward to. Our advice for anyone is to just go have a chat with Mike, don’t be fixated on the outcome, the chat with help you figure things out and visualise where you could be in the future.

My husband and I engaged the services of Mike at Delta Financial Group in 2011. We have found Mike to be professional, knowledgeable and he has always gone the extra mile to help us achieve our financial goals and stability. Mike has provided exemplary financial advice and has completely restructured our finances. We are now saving money whereas we had previously struggled with our finances. Mike has helped us plan for the future and we would definitely recommend him to anyone seeking the advice of a financial planner.