Advice Fees

Generally speaking, Dalton Financial Partners does not charge a fee for initial meetings with prospective clients. The objective of our initial discussion is to establish;

  • That we can actually help you

  • That we are the right Financial planner for you

If you proceed as a client, Dalton Financial Partners normally charges 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).

Dalton Financial Partners is a ’boutique’ financial planning practice. We specialise in providing a high level of personalised service to clients with more complex needs, such as high income earners, established business owners and self funded retirees. Please refer to the ‘our clients’ page to find out if we are the right financial planner for you.

Comprehensive advice starts from $7,500 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.

If you just require advice on a specific matter, scoped advice starts from $3,000 plus GST.

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 2020. 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