Delta Smith

We have just completed our annual meeting with Delta, via Zoom from the Sunny Coast. We want to say that the experience, as usual, was perfect. This time our situation had changed slightly, and we were a bit concerned about the detail and our future financial setting. Delta had it all in hand and explained everything with such warmth, detail, and positivity, that we came away feeling super confident and really happy, with no concerns whatsoever. Delta is the best, and we feel like family with the team at Burke Britton,having been a client of Peters for over 30 years. Gerry and Mary-Ann.

Delta has been very helpful with her advice to us regarding our finances, particularly concerning the ongoing changes to the Age Pension and also Capital Gains Tax. She is always happy to chat and deal with Centrelink on our behalf. We are appreciative of Delta's knowledge and advice which has enabled us to make wise decisions.

Delta has a welcoming style of communication, creates a relaxing environment to the extent it is always a pleasurable consultation. I am not a "financial wizard" and regularly find Delta takes the necessary time to make sure my understanding has a solid base. Delta has the skill to be able to recall previous discussions surrounding not only the financial details we have discussed but also any personal matters we may have discussed. She has an abundance of knowledge of the subject matter involved in her chosen profession. I look forward to our review meetings as I know I will benefit from the experience.

It’s been a pleasure working with Delta on our financial portfolio. She is a caring, down to earth, frank and honest lady who has been instrumental in the attention to detail of our self managed super fund. Consequently, we find ourselves a good 20 years down the track, financially set up and comfortable in our lifestyle. We can only keep thanking her for taking the time with us. We will always highly recommend Delta and the team for financial advice and direction.