Our comprehensive service suits the following client situations:
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High income households
You earn a high level of income and want to make the most of that income by converting it into real wealth. We consider a high income as $150,000+ for a single person, $200,000 + for a couple with no dependents and $250,000 + for a family (with children under 18).
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Established business owners
You are an established business owner looking to convert a successful business into real wealth for you and your family. This may involve converting a high business income into wealth or working towards the sale of your business.
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Empty nesters / pre-retirees
Your children have completed their schooling, your mortgage is close to paid off / or has been paid off and you’re now looking to shift your focus onto wealth creation.
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Self funded retirees
You are retired or are looking to retire in the near future with retirement savings/equity of over $800,000. You don’t plan on relying on the age pension and would like to maintain your ‘self funded’ status by making sure your wealth lasts a lifetime.
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Family wealth
Your family has created a substantial amount of wealth. You need assistance managing and protecting this wealth across multiple generations.
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Compensation, disability payouts and large inheritances
You are the recipient of a permanent disablement, compensation payment or substantial inheritance. You would like to make the most of this payment by investing it wisely.
Hear what some of our clients have to say about us:
Morgan Grant
Book Publishing and Investment Management:
When I was recommended to see Josh in 2014 by a mutual friend, our family’s financial investments were being poorly managed (by a big investment organisation) and this was causing us a lot of stress and worry. Since then, Josh has straightened out our mess and put us in a situation where we know our finances are being actively and soundly looked after and will achieve our lifestyle goals.I cannot recommend Josh highly enough as a financial advisor and as a trustworthy, reliable and very professional person. He explains finances in simple terms and continuously re-checks our understanding. He also regularly reviews our situation and the performance of our finances to meet our needs. Josh also has shown to be willing to both challenge the norm, and also be prepared to re-think ideas based on thorough discussion with other professionals. He is a remarkable find, and I look forward to working with Josh and his network as a lifetime client.
Craig Henderson
Owner Manager at Bank of Queensland:
We came and saw Josh in October 2013, unsure of our plans for creating wealth. We had some pre-conceived ideas of what we needed to do, but Josh was able to show us an easier way to achieve our financial goals. We appreciate the simplicity of his strategy for us and this has given us more certainty and peace of mind regarding our financial future. Highly recommended!
Catriona Lightfoot
Business Owner:
Thanks to Josh we will be able to retire while we are still fit enough to enjoy it. He helped us sort through our finances and came up with a creative plan for our future and empowered us to take control to reach our goals. Now he is supporting us to implement that plan. We are on our way.
John Clothier
Electrical Estimator at Monadelphous:
Josh continues to be an integral part of any financial decisions we make, providing advice critical to making the right decisions in todays economic turmoil. We have recommended Josh to a number of friends and colleagues who have also found his expert knowledge, advice and planning skills to be exemplary.
Amy Taylor
Project Officer at Safer Schoolies Initiative:
My husband and I have been clients of Josh Dalton since 2012 and we would highly recommend his services. Josh has an understanding and genuine interest in his client’s needs that makes him stand out from the many other wealth advisers out there, and he pays close attention to what you say during consultation sessions. He has assisted us with our financial structures and we have been more than happy with the results. We highly recommend Josh to anyone looking for a decent, honest wealth adviser.June 20, 2016, Amy was Josh’s client.
Sarah Mayers
Westfield Design & Construction:
My partner and I were recommended Josh’s services by a colleague as they there were very satisfied with his financial advice. Josh has since provided valuable advice to us in managing our finances and we are getting back on track with a view to eventually being able to save to pay down more on our house. Josh does not just help those with wealth, but is extremely personable and helpful to those of us in a typical young family/ new house situation. Genuine trustworthy and ‘real’ advice is hard to come by. We highly recommend Josh.
