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

Anna Deykin

29. October, 2021.

Very happy with advice from Josh and the team. Anyone who can get us organised financially has got to be worth 5 stars!

Anne Plumley

24. October, 2021.

"Joshua's knowledge and attention to detail have made it easier to understand what can often be very overwhelming, especially for me due to my disabilities. Joshua is competent in his knowledge and experience as my trusted Financial Planner. and I am confident that his advice takes care of all my needs. Joshua has delightful nature and always treats his clients with respect, honesty, and integrity, we are not just another number but a valued client. I have referred family & friends to Joshua because I believe in Josh and his team, and I know that we are all in the best hands."

Sean B.

20. October, 2021.

Josh and his team came highly recommended and now we too can highly recommend them. It has been an absolutely wonderful experience working with them. They are approachable, professional, supportive, reliable and have our best interests in mind. They've truly gone above and beyond and we always look forward to our catch ups. We're happy we found them, and you will be too.

Tracey Bratt

13. October, 2021.

Dalton Financial Partners were a wonderful help to me - helping to re-shape my finances, superannuation and personal insurance policies after a marriage break up. I cannot recommend them highly enough.

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.

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.