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
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, 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.
Scoped advice is also available to those clients who just want assistance with executing a specific strategy. Scoped advice starts from $2,700 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.