Ongoing Advice and Review Services
Delta Financial Group Pty Ltd
Financial, Finance, Financial Planner
At Delta Financial Planning, we believe that sound, ongoing financial advice is one of the most important services we offer our clients. That’s because experience shows that a one-off financial plan is not enough by itself to achieve the financial freedom you’ve been looking forward to.
We’ll meet with you quarterly, biannually or annually, as you prefer, for an in-depth review and analysis of your changing life situation, your goals, your investments and your financial resources. Our aim is to ensure that your investment strategy, insurance and other financial arrangements continue to give you the best possible chance of achieving your long and short term financial goals.
In between meetings, we’ll keep you up to date with important economic and market movements as they happen. And we’ll also meet each year to get your feedback on our service to you, ensuring that we’re delivering exactly what you expect.
You pay for our ongoing advice service through a simple, transparent retainer, with no hidden fees or nasty surprises. In return, you’re financial adviser will be available at all times during business hours to answer your questions, explore new opportunities and help keep your plan on track.
, Financial Planner
, Financial Strategies
, Wealth Advisers