Generally speaking, Dalton Financial Partners does not charge a fee for the initial meeting. 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 ‘fixed 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 $10,000 plus GST for the initial 12-month service engagement. Ongoing advice (from the second year) starts from $5,000 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. 

Shorter term engagements (up to 6 months) start from $5,000 + GST. Short engagements may suit clients in simpler financial positions.

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, successful business owners, self funded retirees and recipients of large compensation or inheritance payments. Please refer to the ‘our clients’ page to find out if we are the right financial planner for you.

© Dalton Financial Partners 2021. 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