Delta Financial Group

We reached out to Mike and Delta Financial Group after realising how quickly time was flying by and that our 50s were just around the corner. We wanted direction, someone we could trust, and advice explained in plain English. Our biggest concern was whether we’d have enough to retire comfortably, and we wanted a clear, concrete goal to work towards. Mike and his team made what felt complex with super, investments and property simple to understand. They are down to earth, transparent and always keep us accountable in the best way. We now feel much more confident about our future. It’s reassuring to have someone relatable guiding us, keeping us on track and making sure we stay motivated to reach our retirement goals.

Mike and co were recommended to us. Everyone is very warm, friendly, and professional. In a short few months they helped us structure our finances and insurances so we have peace of mind we are covered for the here and now, and down the track when it comes time for life's changes (family planning, retirement, etc). Now we set and forget, and get annual updates on our finances and how they are tracking. We couldn't be happier with our choice of Financial Planner.

Early retirement and being able to give our kids a head start has always been our plans, so we reached out to Mike to discuss how to make it happen. The financial road map he put in place is working very well and his team manages everything for us which if left to us would not get done. We like that he is a boutique business working with a limited number of clients, so the client experience has been on point. We feel more confident that we can leave a legacy for our kids, and we are looking forward to pursuing more financial goals. His service is ideal for time-poor executives who want to kick goals.

When we engaged Mike and Delta Financial Group, we needed professional advice on how to get the best out of our financial situation. We didn’t have the knowledge and expertise to look at the market and assess what we should be doing, and we didn’t have the time to do that even if we had the expertise so having an experienced eye like Mike’s to make sure we are on point has been extremely beneficial. Our asset base has doubled in the past 8 years and the insurance payout we received was a game changer. We like that Mike is able to stand back and provide an independent assessment of how we are tracking, while we appreciate catching up every six months to check we are still on the same page and heading in the right direction. We feel very secure with our superannuation and the plan for our retirement and like Mike's proactive approach.

As we approached our 50s, we knew it was time to take ownership of our finances. Six years ago, we engaged Delta Financial Group, and it has been one of the best decisions we’ve made. Trust has been the cornerstone of our relationship with Mike and his team. They have always acted in our best interest, providing full transparency and answering all our questions so we always know what’s going on. Mike and his team proactively fine-tune our investment strategy, and the results have been consistently positive. We are now on track to achieve a very comfortable retirement and we look forward to continuing our partnership with them.

Working with Mike and Jarrod has made us feel more confident in our financial decisions. Their flexibility and understanding, along with consistent follow-ups, have kept us accountable. They are very responsive, provide full visibility and transparency, always answering our questions quickly and in a timely manner. We have particularly appreciated the cashflow management system, which put practical measures in place for managing day-to-day expenses and converting them into savings. Mike has a talent for translating complex financial concepts and lingo into layman’s terms, keeping everything simple and easy to understand. We now have a clear path to achieve our retirement income goals and can’t wait for retirement.

Four years ago, after my divorce, I needed help rebuilding and getting back on track. My sister recommended Mike as her trusted adviser. He helped me clarify my goals, be decisive, and see the path forward to funding my retirement. With a solid cash flow management framework, I set up a diversified portfolio of investments, fine-tuned my super, and recently re-entered the property market to buy my family home. His team is very responsive, and nothing is too much trouble. I have referred several of my friends and look forward to continuing working with Mike to achieve my ideal retirement.