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Why accountants recommend us to their clients

Accountants only refer their clients to advisers who offer the highest levels of professionalism
and service – which is why Delta Financial is the chosen referral partner for a growing list
of accounting firms.

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Worried about your investments?

We help you navigate volatile markets and protect your wealth, while taking advantage of emerging opportunities.

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Navigating your future success and security

We know there’s more to success than money — so we work with you to understand your
hopes for the future, then create a plan to help you achieve them, starting with your financial security.

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Exploring options for wealth creation

Effective wealth creation begins with you and your goals, and everyone’s situation is different.
That’s why we offer a complete range of wealth creation options.

Upcoming Seminars

  

Testimonials

  

Blog
  • Global Opportunities for Australian Investors & Property Market Update

    Is now the best time to be thinking about investment opportunities? Right now many of you might be wondering if now is the best time to be thinking about...

“Mike Sikar of Delta Financial has been working with me for many years, both as my personal financial adviser and as an adviser to my clients.

I have always found him to be very professional, thorough...

  • Why Cash Management is the Foundation Stone of Wealth

    Without a cash management plan, there is usually very little surplus income; and, without surplus income, there is no opportunity to make the investments...

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WHY US?

Because we care about you. More than just financial planners, we're personal lifestyle and wealth advisers. That means we put your needs first. ... more

 how it works

Our disciplined five-step financial planning process begins with a series of conversations that explore your goals and unlock your financial potential. ... more

 BENEFITS OF ADVICE?

If you'd like to be twice as confident you can achieve your goals in life, then you could benefit from a financial plan. Sound too good to be true? Here's proof. ... more

5 Ways You’re Killing your Passive Income

If you’re wondering why you have a top salary but not the wealth to go with it, this paper tells you why...and what you can do about it.

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Want to Grow your Business through Referrals?

Having a referral network is like having a huge sales force working for you permanently and bringing in quality leads ready to buy. This increases conversion rates and grows your business.

Download Now