Advice Fees

Our comprehensive service and fee structure suits the following client situations:

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.

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.

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.

Self funded retirement

You are retired or are looking to retire in the near future with a strong amount of savings and investments. 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.

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.

Financial complexity

Your financial situation is untidy or complicated and you need help with simplifying your affairs and getting organised.

Generally speaking, Dalton Financial partners does not charge a fee for initial meetings with prospective clients. The objective of our initial discussions and meeting/s is to establish;

  • That we can actually help you

  • That we are the right Financial planner for you

After our initial discussions, we may present you with a ‘Terms of Engagement document’. This document will include a summary of your financial goals, our approach to helping you meet these goals, as well as the cost of delivering the advice. To proceed with our services, you will need to accept our proposed terms and pay the initial deposit. If you choose not to proceed at this point, no fees will apply.

Dalton Financial Partners normally charges clients a ‘set fee’ for services provided. This fee is based on factors such as the complexity of your financial situation, the areas of advice needed (expertise’s) as well as the estimated workload (strategy, meetings and implementation).

Comprehensive advice starts from $4,000 plus GST for a 12-month service engagement. Fees are normally spread over the 12-months through the combination of an upfront and ongoing monthly payment. Fees related to superannuation advice can be debited from your super account (depending on the provider) and fees for investment advice may be tax deductible. The method and specific amount you will pay for services will be explained in your Terms of Engagement and Statement of Advice documents.

As fiduciaries, we look to present you with fees that we believe are fair and represent value. Our aim is to put you in a better financial position over the long term ‘net of fees’ paid.

Please refer to our Financial Services Guide for more details regarding fees.

© Dalton Financial Partners 2019. Dalton Financial Partners ABN 74 531 948 557 is Corporate Authorised Representative No. 418220 and Bugno Pty Ltd ABN 12 799 201 570 is Corporate Authorised Representative No. 1261912 of Hunter Green AFSL No. 225962