Live the life you really want

Feel clear, confident and in control of your financial future

Highly personal financial advice

Paying too much tax? Feel that you’re not making the most of your income? Are you worried you won’t be able to maintain a great lifestyle in retirement? Or are you too busy to get your finances organised? You are not alone.

We help you get clear on what’s really important to you so that we can create a ‘financial plan with purpose’. We then look to maximise every opportunity to grow and manage your wealth tax effectively, so you can live the life you really want.

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About Dalton Financial Partners

Why work with Dalton Financial Partners?

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DALTON FP IN THE COMMUNITY

We strive to make a difference Read our blog

Tracey Wickham

8. October, 2021.

Thank you to the team at Dalton Financial for supporting the Share the Dignity It's in the Bag campaign so generously in 2020.

Guzel Nurullina

8. October, 2021.

I have been working alongside Dalton Financial Partners for a year now and must say their team is always on top of everything, very responsive and eager to help. Can't help mentioning that everyone is so lovely and passionate about what they do! I recommend Josh Dalton and the team to anyone seeking financial advice.

tina perry

6. October, 2021.

We would recommend Josh, Tim and Greg to any future clients. We are now in a good financial position fir the future. The stress has been taken off us. Thank you.

Claire Hobbs

22. September, 2021.

Highly recommend Josh and team. They provide top advice, are easy to deal with, and are always professional and friendly. They have helped to manage our finances for over 5 years now, and with a young family, and little to no time, we would not have achieved what we have to date had we not used Dalton Financial partners services.

Ross Booth

16. September, 2021.

"Joshua and his staff have renewed faith in advisers, his team was highly recommended to us and have been helping in ways we couldn’t have conceived and has given us the confidence and support to achieve our goals."

Susan P

9. July, 2021.

We signed up with Josh and his team about 7 months ago. My husband had just been made redundant and at the time had only secured a part time position. We were still about five years away from retirement and had to make decisions about how we would invest the redundancy payment and move from a Defined Benefit Superannuation Scheme in order to secure a comfortable self-funded retirement. We could not have made these decisions on our own as we were not aware of all of the tax implications. Josh and the team spent hours helping us work out our retirement goals and helping us to gain knowledge and a better understanding of markets, shares, property investment and bonds. In the beginning we were anxious, but we now feel confident as we know our finances are in the hands of the experts. We would definitely recommend Dalton Financial to family and friends.

Shane Cook!

28. June, 2021.

Josh and his team are professional, approachable and reliable. Offering thoughtful tailored advice. Helping us achieve our goals. Very happy long term clients.

Stuart White

24. June, 2021.

We’ve been with Dalton Financial Partners DFP now for several years and can very much recommend their services. Our previous advisors led us up a pathway where the future was uncertain. With DFP, that has all changed. Together some life altering decisions have been made, including investing, and a renovation was done with their assistance, and our future is much clearer. I would very much highly recommend Josh and the team at DFP. Keep up the great work!

Margaret Blumel

14. May, 2021.

Josh and his team are professional, supportive and friendly. They set me on my path to future retirement. I'm very happy with the way they explained and set everything up for my future.