I started Delta Financial Group because I wanted to have a clear value proposition to help clients create an inspiring life. I would say we are more than simply financial planners, we are confidants, coaches, strategists, project managers, partners and often friends, who will care about your financial decisions and how they affect your family and your life. We believe it is our role to provide freedom and confidence to our clients. The physical freedom from having to do everything themselves to manage their finances and the mental freedom from worry, stress, and anxiety about money. By giving clients control and understanding over their money, they know that all their bases are covered because they have the right people always at hand, who not only are among the best experts in their field but who actually put their clients first. Confidence about your future means you can spend more time with the people that matter most and doing the things that are more important in life than money. We are early adopters of values based financial planning which a really powerful way of saying that instead putting money into an asset class and hoping for the best, every single investment decision you make must directly correlate to your underlying dreams, goals, lifestyle and current financial situation Image what would your life look like if you had a financial strategy based on what's truly important to you, where your investments and insurance programs were working in harmony to achieve your goals? That means spending as much, if not more time investing in your goals and dreams as physically investing into a financial strategy. They used to be dismissed as the ‘warm fuzzies’, but helping you identify and implement life plans, dreams and personal values goes hand in hand with long-term wealth creation. If you want to know more about us, check out our website www.deltafinancialgroup.com.au or feel free to give our office a call on 02 9929 3343 to find out how we can help you
I've been working with Mike for 7 years now and his been nothing but full of knowledge, he has helped me a lot over the years and got me to an extremely good position, he was not just my Adviser but also a mentor and i keep using him due to his extensive knowledge in finance and use him as a point of reference as I know he always up to date with everything that's going on. I highly recommend everyone that want's to grow & secure their wealth to have a consultation with Mike.
I was recommended to Mike to help me prepare for retirement and manage my SMFS. I very much value Mike as my adviser and his ongoing communication and advice.
- Adviser status Silver
- Number of reviews 4
- First year providing advice 2009
- Years of experience 13
- Advanced Diploma of Financial Services
Delta Financial GroupLevel 11, 22 Market St
Sydney, NSW 2000
- 8:00am – 6:00pm Monday – Sunday
Consultum Financial Advisers Pty Ltd