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Short, practical videos on RSUs, super, debt recycling and retiring early. No jargon, just the numbers.
Pick a topic below. Each video comes with a short summary and your next step.
General information only. Not personal advice.
Video library
Watch, then put it to work.
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Delta Investment Philosophy
How Delta Financial Group invests: a low-cost index core, an active satellite, regular rebalancing and the discipline to stay the course.
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How Investment Property Holding Costs Work (And Why Property is Still a Good Deal)
What it really costs to hold a $1 million Sydney investment unit: loan interest, rental yield, tax and long-term growth, worked through step by step.
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The Hidden Tax Shock for Australian Tech Workers with RSUs
How RSUs are taxed in Australia when they vest, why it catches so many tech workers out, and how to manage the ATO bill.
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3 Ways to Fund Your RSU Tax Bill Before the ATO Comes Knocking
Three ways to fund the tax on your RSU vest: sell to cover, use your savings, or use home equity. The pros and cons of each.
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RSU Tax Bill When Shares Vest? Here’s What Tech Execs Should Do With Their Stock
What to do with vested RSUs: cover the tax, diversify out of one tech stock, and reinvest through the right structure.
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How High Income Tech Executives Can Retire in 10 Years with $200K Annual Income
A real client example: how a tech exec turns $800K of super into about $4M in 11 years, for $200K a year of tax free income after 60.
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How Senior Tech Executives Can Build Wealth Using Home Equity
Debt recycling explained: how senior tech execs turn idle home equity into a tax deductible ETF portfolio, with the numbers.
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RSU Vesting in Australia: How to Handle Tax on Your Vested Shares
How RSU vesting is taxed in Australia, why nobody withholds the tax for you, and three ways to fund the bill.
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Early Retirement Blueprint: How Tech Execs Turn RSUs and Home Equity Into $15K to $25K a Month
How tech execs turn RSUs, super and home equity into $15K to $25K a month of income, without waiting until 65.
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Debt Recycling: Turn Your Mortgage Into a Wealth Building Engine
How debt recycling turns your mortgage into a wealth building engine: the structure, a $1M example, managing market risk and the long game.
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Top 10 Strategies to Retire Early on $20K a Month: A Real Client Case Study
A real 100 day walkthrough: the 10 strategies that set a tech sales exec, 50, on the path to $20K a month, work optional.
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7 Proven Strategies to Cut Tax and Build Wealth (For Tech Executives)
Seven strategies for high income tech execs to pay less tax and build wealth faster, from super to debt recycling and RSUs.
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Mortgage Repayments vs Superannuation Contributions: How to Choose
Should you pay off the mortgage or top up super? The pros and cons of each, and how your age, income and tax rate change the answer.
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How Debt Recycling Can Fast Track Your Mortgage and Build Passive Income
How debt recycling works step by step, who it suits, and how it helps you pay off your home and build passive income at the same time.
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How to Manage Your Personal Budget
How to manage your personal budget with a simple cash flow system: one account, automated bills and a fortnightly living allowance.
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Kick start your financial goals in 100 days
What my team and I get done in your first 100 days, from the first meeting to a plan in place.
Create an income for life
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