VIDEOS

How we help our network partners

Accountant licensing exemption for SMSFs

How to get more referrals from your clients

How to live your life like an Essentialist

RESOURCES

Client Health Check Postcard – this can be done on your company logo

Download Client Postcard

Client Business Succession Questionnaire 

Download 2 page checklist

Client Business Succession Process 

Download 2 page checklist

How we help our alliance partners

Download 1 page checklist

Which clients do we serve best

Download 1 page here

Our Investment Philosophy – how we manage client’s money

Download April 2017 E-book

NEED HELP PROVIDING SUPER ADVICE FOR YOUR CLIENTS?

The Accountants limited AFSL is less than a year old and the super rules are changing, adding complexity to the advice your clients require. If you’re concerned about providing compliant, complex advice then Perpetual can help.

TESTIMONIALS

“Having met with Mike on a number of occasions and having listened to his presentation at the 2016 Adviser Edge, I must say that he impresses me with his energy, his enthusiasm and his outright commitment to being the best at what he does. I just wish I had him in my team.”
John Strange, Founder of Your Business Freedom
“Mike put on a great informal seminar where we could ask some dumb questions about things we should already know. We covered many areas including property investment, offset accounts, superannuation and the share market – my clients and I got great value and has improved our relationship as accountant/client as well. I would recommend to go along. I think I learned more than my clients!”
Timothy Fairweather, Tax Partner | CFO | SME Tax Specialist
“As one of Mike’s clients I have seen first-hand the professionalism and integrity with which he runs his business and manages his clients expectations. Mike knows his “stuff” and I highly regard and respect his advice, knowledge and judgement. Mike has pro-actively run several workshops over the past 12 months on a range of topics with industry experts and have been excellent. I highly recommend you attending his next event if you have the opportunity to do so – I guarantee it will be a worthwhile investment of your time if you are serious about your investments and your financial success.”
Mark Pinhorn, Owner of Harvest Accounting Group
“As a professional partner, I’ve been given the opportunity to attend Delta’s regular seminars and receive the benefit of learning from leading industry experts, which helps keep our accounting firm in the loop with current market strategies.
I thoroughly enjoy the various speakers and content and appreciate Mike’s introductions. I recommend these sessions to anyone who is seeking better ways to maximise their investments.”
Igor Hnatko, UBT Edge - Project Lead and Account Manager
“Mike Sikar of Delta Financial Group and I have been working together for 9 years. Mike is both my personal financial adviser and represents a number of my clients. I have always found him to be very professional, thorough and approachable. Most importantly, he has an outstanding ability to understand my clients’ needs and objectives, drawing on his experience and networks to deliver a solution that exceeds their expectations.
I trust you will have a positive experience in your dealings with him and I always welcome any feedback you may have.”
Jack Hellman, Director at Young Financial Group
“I have been working with Mike for over 6 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.”
Sean Azmi, Investment Property & Property Portfolio Consultant

Let’s have a chat about how we can help you improve your business

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