Our approach to financial advice
At Dalton Financial Partners, we take a personalised approach to financial planning—because no two clients are the same. Instead of a “one-size-fits-all” solution, we create tailored strategies that align with your unique goals and circumstances.
We cover a wide range of financial strategies and collaborate with other professionals to provide comprehensive advice that supports every aspect of your financial life. Our goal is to help you make informed decisions, maximize opportunities, and achieve lasting financial success.
Comprehensive
Takes a holistic approach, considering every aspect of your financial life.
Personal
Committed to fostering strong, long-term relationships.
Execution Focused
Even the best plans fall short without consistent execution.
Core Strategies
Strategic cash flow management, debt reduction, and tax-efficient investing.
Superannuation strategies, including Self-Managed Super Funds (SMSFs).
Retirement planning and tailored transition-to-retirement strategies.
Investing in shares and managed portfolios for long-term growth.
Life and income insurance to protect your future and financial stability.
Other strategies we cover
Strategic property investmen strategies.
Comprehensive business planning to drive growth and long-term success.
Investing through companies and trusts for tax efficiency and asset protection.
Expert representation and negotiation.
Gearing strategies to leverage investments and accelerate wealth growth.
Maximising benefits through employee share schemes and salary packaging.
Working alongside accountants and lawyers to provide integrated financial strategies.
Guidance on social security and aged care to support your financial well-being in later life.
Our Fees
Dalton FP operates on a fixed-fee* basis, covering all aspects of our service, including consultations, advice, strategy development, meetings, documentation, and implementation. This fee is determined by the complexity of your financial situation, the scope of advice needed, and the level of expertise required.
Our standard service engagement lasts 12 months, though shorter engagements may be available for clients with simpler needs that don’t require ongoing advice. Fees are typically collected through a combination of upfront payment and monthly direct debit. In most cases, the portion of fees related to superannuation advice can be charged directly to your super fund.
*For life and disability insurance strategies, we typically charge a combination of a fixed fee (included in your annual fee) and product commissions to cover the cost of advice and implementation. However, clients have the option to remove commissions and instead pay a higher fixed fee if preferred.
