Shares & Managed Portfolios

Invest in your financial future with our expert services. We provide guidance to help you make informed investment decisions, allowing you to benefit from shares and managed portfolios. Whether you are new to investing or experienced, our team will guide you towards achieving your financial goals.

Get the Right Advice with Dalton Finacial Planning

Dalton Financial Planning Shares, Portfolio Advice & Planning

Financial & Life Planning

Helping you clarify and achieve your ‘specific goals’ and ‘lifestyle aspirations’ is the focus of our financial plans and strategies.

Individually Tailored Advice

We are focused on providing high quality advice that is tailored to you, rather than just trying to sell you a product (orspecific strategy).

Comprehensive Approach

We consider all aspects of your financial life and cover a wide range of advice services.

Boutique Service Difference

Our business model limits the number of clients per adviser, so you continue to receive high quality and personalised service long-term.

We Care About Your Future

Sunshine Coast Shares & Managed Portfolios Planning

We specialize in helping clients invest their surplus wealth. After clearing debts and maximizing super contributions, we often explore individually owned investments as "bridging strategies" for specific clients. These strategies involve building investment accounts that clients can accumulate and draw from, especially if they wish to retire before age 60, with the goal of funding an early retirement.

Additionally, some clients set up investments for their children to assist with future property purchases and other needs. For those who have experimented with the stock market and prefer professional management, we offer expert investment decision-making services. Let us help you strategically invest your surplus wealth to achieve your financial goals.

Local Sunshine Coast Advice

Rated best financial advice and planners in the Sunshine Coast

Testimonials

What Our Clients Say

     Excellent  
     Based on 54 reviews 
    
 
 
   
 
 
        
   Briant Clark 
 14/05/2024
 
 
  I wholeheartedly recommend Paul to anyone seeking expert financial guidance and peace of mind. With Paul by your side, you can rest assured that your financial future is in capable hands
  
 
       
   Sol Cookson 
 10/05/2024
 
 
  Paul and the team have done amazing job helping us plan for the future, manage cash flow, plan for getting out of debt and retirement. Highly recommend him to anyone needing financial advice
  
 
       
   Eric Purdie 
 10/05/2024
 
 
  Absolutely no hesitation in giving a 5 star recommendation to the outstanding service and personal liaison with Paul and team  from Dalton Financial Partners.
Paul's depth of knowledge and suggestions in guiding us to an extremely satisfying outcome has been first class from start to finish.
Our lives really have been changed for the better.

Thanks Paul, forever in your debt.

Eric and Olivia
  
 
       
   Andrew Wallace 
 03/05/2024
 
 
  The service and advice I received was unbiased and honest. I would recommend calling the team, to work through your situation and goals. 5 Star service every time.
  
 
       
   Mark Lonie 
 19/03/2024
 
 
  My wife and I have been with Dalton Financial Partners for well over 10 years and with Paul Bugno over 6 years. Paul has always given great advice with our Financial planning with our super continuing to grow year after year. I can highly recommend  Paul for any Financial advice required.
  
 
       
   John Clothier 
 14/03/2024
 
 
  Paul and his team at Dalton Financial Coolum, have been working with us to manage our retirement plan for more than 6 years now and we would not be in our present position if it had not been for their industry knowledge and professionalism. Our expected retirement date has been successfully brought forward by almost 10 years and it allows for a very comfortable lifestyle so we are very grateful and would highly recommend them to anyone.
  
 
       
   Karma Chameleon 
 19/02/2024
 
 
  Paul and his team are very professional. They have helped us create a clear plan tailored to our goals and they have our best interest in mind.
  
 
       
   Daniel Smith 
 19/02/2024
 
 
  Thanks to Paul at Dalton FP for their great advice.
There's always a broad range of investment options, and they have helped us create a well organized and transparent plan for our retirement!
  
 
       
   Jack 
 16/02/2024
 
 
  Paul has helped us manage our money and plan for the future. Fix up our super and give us a clear financial plan. He has taken the guess work out of it for us. Highly recommend
  
 
       
   Sara 
 16/02/2024
 
 
  Paul has been a massive help with us financially over the years. He has helped us manage our spending, given us direction with lending and house purchases, as well as given us clear direction with regard to planning for the future and retirement. go see him!

Let's Work Together

Get in touch with us to find out how we can help you find the financial freedom that you deserve.