Delta Financial Group 22 Market Street, Sydney, New South Wales 2000
About the Business
Welcome to Delta Financial Group, located at 22 Market Street in Sydney, Australia. We are a leading institution specializing in accounting, establishment, finance, and are a point of interest for those seeking financial success.
At Delta Financial Group, our mission is to help you achieve your financial goals, retire early, and live your best life. We understand that everyone has different priorities, which is why we offer in-depth personal strategic and financial plans tailored to your specific needs.
One of the biggest expenses in anyone's life is taxes. We empower you to take back control and leverage your tax to build your wealth in a tax-effective manner. By structuring your super effectively and proactively managing your investments, we can help you retire earlier than you otherwise could.
Managing your finances in a better way is key to getting ahead sooner. Our team of experts will work with you to make regular adjustments and ensure you are on track to achieve your stated objectives.
Life can be unpredictable, but planning for it should not be. We believe that no one plans to fail, they only fail to plan. That's why we think outside the box and develop innovative financial strategies to help grow your wealth effectively. Our goal is to provide you with an even greater return on your investments sooner.
When you choose Delta Financial Group, you can expect a personalized approach. We take into account your entire financial picture, including your tax situation, asset position, investment portfolio, and super arrangements. This allows us to create a tailored plan that aligns with your requirements and helps you achieve your financial and life goals.
On our website, you will find helpful tips and insights on how to best manage your finances, grow your wealth, reduce your tax, and retire comfortably. We also provide information on how to turn non-tax-deductible debt into tax-deductible debt, leveraging the power of your tax to grow your wealth effectively.
Employee share schemes can be an excellent way to be remunerated and incentivize performance. We are well-versed in these schemes and can provide guidance on how to maximize their benefits.
At Delta Financial Group, we are committed to your success. As authorized representatives of Consultum Financial Advisers, we work diligently to reduce your tax burden, leverage your investments and savings, and help you build your wealth effectively. Our top priority is your success in life.
Please note that any advice provided on our website is of a general nature and has not been tailored to your personal objectives, financial situation, and needs. We strongly encourage you to seek personalized advice before making any financial decisions.
Lastly, we want to assure you that the images and names on our website may have been changed to protect our clients' identities. Your privacy and confidentiality are of utmost importance to us.
Join us at Delta Financial Group and let us help you achieve financial freedom by reducing your taxes and building your wealth quickly and efficiently.
Photos
Location & Phone number
22 Market Street, Sydney, New South Wales 2000, Australia
Hours open
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"Over the years, Mike and the team at Delta Financial Group have ensured our financial house is in order, and an investment plan is in place for our retirement. Their enthusiasm and commitment to deliver are backed by regular communications, a genuine interest in our welfare, and the financial goals we have set out to achieve. Highly recommend."
"I first heard about Mike through a local social media post where someone said "I'm retiring next month thanks to Mike". That speaks volumes. We really like the approach of the Delta team where they look at more innovative opportunities to build value and are flexible to changing needs and priorities of our family. We're confident that our investment and retirement plans are in good hands with the Delta team."
"After doing some research through our community, we came across Delta Financial Group and Mike Sikar who as a boutique business we thought would provide a more personal touch and we would have a more intimate relationship, which we liked. We always knew what we wanted in terms of our goals but just wanted to make sure that we had an adviser that understood our retirement plan. Mike listens to us. He puts appropriate strategies in place that are in line with our goals and is available for any questions or queries we may have. He is personable and able to speak at all levels to give confidence and ensure we know what is going on. We feel more confident we can achieve our goals with Mike and Delta. We understand that you cannot predict everything or know how the investment markets will move but we are confident that with Delta, we are able to pivot when required and Mike has the expertise there to ensure that we are able to achieve our retirement goals and keep us on track."
"After my divorce, I felt like I needed a financial adviser as my ex-husband was dealing with all financial matters beforehand. I was recommended to Mike by my accountant in 2015 and now moving into retirement Mike has guided me through different stages of my life. Mike is always approachable, and I always feel that the advice I have received is very personalised and tailored to my situation. Working with Mike and Delta Financial Group has made me feel reassured and positive about achieving my retirement goals and working together all these years had built great trust and confidence in his advice."
"Mike was referred to us from our accountant Earl in 2018 as we wanted to get advice about best ways to invest money, minimize tax and grow our wealth. Our portfolios have delivered solid returns and performed exceptionally well in the current market climate. What I value the most is Mike’s honest and straight talk as he understands people like me working in the tech industry. We are now working towards our future goals and appreciate having Mike and the delta team steering us in the right direction."
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