Total Financial Organisation

Imagine having your own trusted personal financial manager, to comprehensively plan, track, manage, report and advise on your personal financial affairs…

… would this free up your time and headspace to focus on the things that were really important to you?

Of course it would!

 
And if something were to happen to you… and the responsibility for finances then passed to your family or beneficiaries… do you think they might be grateful and relieved that someone else in-the-know is able to communicate, educate, and advise them about what to do?

Of course they would!

This service is only for Australians who are serious about getting financially organised.

We place your time at an absolute premium and save you time by: 

• Coming out to see you (within 25km of Sydney's CBD); and

• Acting as the single point of contact for your:
  o   Accountant;
  o   Solicitor;
  o   Insurance broker;
  o   Mortgage broker;
  o   Stockbroker;
  o   Real estate agent; and
  o   Banker/s.

The services provided are adjusted to suit your needs, and may include the following:

• Bookkeeping and backup
   
• Filing & systems
   
• Bill payments
   
• Scanning and online storage of important documents
   
• Preparation of tax return information for your accountant
   
• Review of tax return/s prepared by your accountant
   
• Cash flow planning, monitoring and coaching
   
• Monthly reporting
   
• A diagram of your financial affairs, for effective communication with family members, and other financial professionals / bankers
   
• A diagram of your entities, for effective communication with family members, bankers and other financial professionals / bankers
   
• Tracking your net worth each year
   
• Referral to other financial professionals as required
   
• Tax planning
   
• Entity structuring and asset protection
   
• Independent investment advice / opinion
   
• Investment management
   
• An independent sounding board
   
• Risk management
   
• Comprehensive estate planning
   
• Educating your family, and engaging them in the process (if desired), so they have some exposure to money management and investments

About Delta Wealth

Delta Wealth form lifelong partnerships with clients to help them create, manage and protect their wealth.  For a complete list of our services, please click here.

We  help you to build multiple streams of income, and invest in a diversified portfolio of investments which includes direct residential investment property and property development.

We always maintain that the best investment you can make is in yourself, and encourage you to set aside time and money for investment / financial education.  We recommend that you start by downloading the free eBook at the top right hand side of this Web Site.

You can trust us to give you advice that is in your best interests, because we are independent, professional wealth managers and advisers, not associated with any large institutions or financial products.
 

 16 building blocks

We use a unique 16 building block approach to getting clients financially organised (see below).  How many of the building blocks you will use, and in what sequence, will depend on your individual circumstances.

Please click on each of the building blocks to find out more.

Your financial vision	Your financial baseline	Gap analysis	Teaching your children
Your mindset	Your teams	Financial leadership and management	Your entities
Your assets	Your income generating capacity	Using leverage	Superannuation strategies
Debt management	Risk management	Tax planning	Estate and succession planning

Call (02) 9414-0200 for your free, confidential appointment today.

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