Chickens and Christmas Cards: A Gift That Keeps on Giving

Writing Christmas cards for our amazing clients has become quite the task—but it’s all worth it! This year, each card we send does more than spread holiday cheer. For every card, we’re donating a chicken to a family in need through Caritas Australia.

Chickens provide food and income, helping families become self-sufficient. It’s a small way to give back, and we’re proud to share this with you.

To all our wonderful clients: your support means the world to us. Here’s to a joyful season and making a difference together!

#Caritas#Grateful #ChristmasCheer #SeasonOfGiving

Celebrating 10 Years of Partnership! 🎉

This month marks a special milestone for Dalton Financial Partners as we celebrate the 10-year anniversary of Paul Bugno joining the firm as a partner. 🙌

Paul, your dedication, vision, and unwavering support have been instrumental in shaping the company’s success. Your positive attitude towards business and commitment to your family inspires us all.

Thank you for being our partner in this journey!

Here’s to many more years of growth and success together! 🥂💼 #Anniversary #Teamwork #Gratitude

Hard work pays off! 🎉🎓

We’re thrilled to congratulate Denyse and Luis on their graduation with a Graduate Diploma in Financial Planning from Kaplan! Their hard work and dedication have truly paid off.

As valued members of our team, they’ve consistently inspired us with their commitment and enthusiasm. We can’t wait to see how they apply their new skills in the future!

Here’s to Denyse and Luis—cheers to your bright futures! 🎓✨

Bridge to Brisbane ✅

We're thrilled to share that Dalton FP has successfully completed the Bridge to Brisbane run! 🎉 Our team put their best foot forward to raise funds and awareness for childhood cancer, a cause close to our hearts.

A huge thank you goes out to all our clients and everyone who supported us through this journey. Your generosity and encouragement made all the difference and helped us reach our fundraising goals.

Together, we’re making strides towards a brighter future for children battling cancer. We couldn’t have done it without you!

Thank you once again for your incredible support!

Warm regards,
The Dalton FP Team

From Intern to becoming an official Financial Adviser 🎉🎊

We’re thrilled to announce that Mary Ann has completed her Professional Year and is now officially a Financial Adviser!

This achievement is the result of her hard work, dedication, and extensive training. Becoming an official Financial Adviser involves mastering financial planning, investment strategies, and client management—Mary Ann has proven her expertise and commitment.

Join us in congratulating Mary Ann on this fantastic milestone. We’re proud of her accomplishments and excited for what’s next in her career!

Congratulations, Mary Ann!

Thriving as a New Mum While Working Part-Time at Dalton FP

Navigating the transition to motherhood while working part-time can be challenging, but Dalton FP makes it manageable with its supportive work environment. Our flexible work arrangements allow new mums like our loved Bronwyn to adjust their schedules around their baby's needs, whether it's attending appointments or managing nap times. This flexibility helps maintain a healthy work-life balance, ensuring that professional responsibilities and family commitments can coexist harmoniously.

Dalton FP’s culture of empathy and support is equally crucial. The understanding from managers and colleagues, combined with access to professional development opportunities tailored for part-time employees, ensures that career growth continues seamlessly. Comprehensive parental leave policies and wellness resources further support new mums, making it easier to thrive both at home and in the workplace. At Dalton FP, the balance between work and family life is not just a goal but a shared commitment.

Running for a Cause: Our Bridge to Brisbane Challenge

participate in the Bridge to Brisbane to raise funds for the Childhood Cancer Foundation.

Last year, we raised $12,000 for the St Vinnies CEO Sleepout, an experience that allowed us to gain a small insight into the challenges faced by those experiencing homelessness. Our clients' generosity and our team’s dedication made this a memorable and impactful event.

This year, our choice of charity is especially personal. One of our team members is currently supporting their child through cancer treatment, making the Childhood Cancer Foundation's work particularly significant for us. This foundation provides crucial support, research, and advocacy for children and families facing cancer.

How You Can Help

We invite you to support our Bridge to Brisbane challenge in the following ways:

1. Donate: Every contribution helps us in the fight against childhood cancer.

2. Join Us: Consider participating in the event with us and contribute to the cause.

3. Spread the Word: Share our campaign to help us reach a wider audience.

We are grateful for your support and look forward to making a difference together. Stay tuned for updates on our journey and how you can be involved!

Ending the Financial Year Strong with Dalton FP!

As we wrap up another financial year, we want to take a moment to celebrate the incredible achievements of the past twelve months with Dalton FP. It’s been a year filled with growth, success, and smart decisions, and we’re thrilled to share this milestone with you!

Reflecting on a Year of Success

This financial year has been a remarkable journey for Dalton FP. Our dedicated team has worked tirelessly to navigate the complexities of the market, leveraging our expertise to drive success and deliver exceptional results for our clients.

Our success this year is a testament to the collective effort of our team and the trust of our valued clients. We’ve embraced challenges, celebrated achievements, and continuously strived for excellence in every aspect of our work.

What’s Next?

As we look to the future, we’re excited about the opportunities that lie ahead. Our commitment to providing top-notch financial services remains unwavering, and we’re eager to build on our successes with new strategies and initiatives. We are confident that the coming year will bring even greater accomplishments and further growth for Dalton FP.

A Heartfelt Thank You

We want to extend a heartfelt thank you to everyone who has been a part of this journey. To our clients, partners, and team members—your support, dedication, and trust have been instrumental in our achievements. Together, we’ve made this year a remarkable one, and we’re looking forward to continuing this journey with you.

Here’s to ending the financial year on a high note and stepping into the future with optimism and enthusiasm. Cheers to a year of success and to the exciting possibilities that await!

— Dalton FP 🚀💼

Silver Sponsor for Coolum Beach Surf Life Saving Club!

I’m thrilled to share some exciting news with you. We’re proud to announce our new role as a Silver Sponsor for the Coolum Beach Surf Life Saving Club! 🏖️🌊

Recently, I had the pleasure of visiting the club and meeting some of the incredible lifesavers who work tirelessly to keep our beach safe. It was inspiring to see their dedication firsthand and to connect with the amazing team that makes Coolum Beach such a special place.

In the photo, you’ll see me with Anthony, the Club Captain, capturing a memorable moment of our partnership in action. We’re excited about this collaboration and look forward to supporting their important work in the community.

A huge thank you to the Coolum Beach Surf Life Saving Club for welcoming us into the fold. Here’s to making our beach safer and our community stronger together!

#sponsorship #volunteers #communityhelp #coolumbeach #support #beachpatrols #thankyou

The Hard Reality of Homelessness

Eyes are closed but your mind remains awake. Shivering and cold, the warmth seems almost impossible to reach. It starts to rain but you have no other option than to feel each cold drop on your skin. No sleep, no warmth, no food and no hope.

A few of us at Dalton experienced these exact feelings on Thursday the 22nd of June 2023. We participated in the Vinnies CEO sleepout and raised a total of $12,600. Thank you to all the donors for their support.

Most of us are lucky enough to have a roof over our heads, dinner on the table and a family to come home to. This experience has taught us that we should all pause and reflect as not all of us share the same reality.

A Heartfelt Tribute: Yasmine Brockhurst's Inspiring Fundraiser for Cancer Research

At just 14 years old, Yasmine Brockhurst has made an incredible impact with her selfless actions. After losing her beloved Poa Poa (grandmother) to cancer earlier this year, Yasmine wanted to honor her memory and support others affected by the disease.

Yasmine organized a fundraiser for cancer research at QIMR Berghofer, aiming to contribute to the fight against cancer and help save lives. In a powerful gesture, she also made the decision to cut her hair for the first time and donate it to Sustainable Salons. This donation will be used to create wigs for those who are less fortunate and facing hair loss due to illness.

Dalton Financial Partners is proud to have supported Yasmine’s noble efforts with a donation of $715. We are inspired by her compassion and dedication to making a difference, and we stand with her in the hope of moving one step closer to a cancer-free world.

Yasmine's actions remind us of the impact that one individual can make and the importance of coming together to support meaningful causes.

From Chopsticks to a New Violin: Vienna’s Journey to Realizing Her Dreams

Vienna’s journey from practicing with chopsticks to playing a brand-new full-size violin is a heartwarming testament to her dedication and talent. Thanks to our sponsorship, Vienna now has a high-quality violin that will help her continue to pursue her musical dreams.

Vienna’s mother shared her heartfelt gratitude, saying:

“Vienna walked out with a beautiful full-size violin today, and of a quality we couldn’t have achieved on our own. We’re so grateful for the gift your sponsorship is to her, for how it opens space for her passions to grow and improve. She’s one delighted girl.”

Seeing young individuals like Vienna chase their dreams and succeed brings us immense joy. At Dalton FP, we are proud to support Vienna and excited to be part of her journey. Here’s to her continued growth and the bright future ahead!

#SupportYoungTalent #MusicDreams #DaltonFP #Vienna

A Decade of Success: Celebrating Dalton FP’s 10-Year Anniversary in Style!

We’re thrilled to share that Dalton FP’s 10-year anniversary celebration was a huge success! A huge thank you to our amazing team, clients, and business partners who joined us for a spectacular Great Gatsby-themed Christmas party.

The evening was a glamorous nod to the Roaring Twenties, filled with elegance, joy, and festive cheer. It was a wonderful chance to reflect on a decade of growth and success, made possible by your support and collaboration.

As we celebrate this milestone, we’re grateful for each of you who has been part of our journey. Wishing you a Merry Christmas and a Happy New Year!

Here’s to many more years of success and celebrations together! xx

A Night of Appreciation and Networking

Last week, we had the pleasure of attending the highly anticipated Dentist Appreciation Night hosted by Dr. Sep from Wired Orthodontics and Dr. Zeb, a renowned Oral and Maxillofacial Surgeon. The evening was nothing short of spectacular, offering a wonderful opportunity to connect with the dental community in Brisbane.

The event was a true celebration of the dental profession. As soon as we arrived, we were greeted with warm smiles and a palpable sense of camaraderie among the attendees. The venue was beautifully set up, creating a relaxed yet elegant atmosphere perfect for mingling and networking.

Throughout the night, we had the chance to meet numerous dentists from all corners of Brisbane. It was inspiring to hear about the innovative and compassionate work being done in the field of dentistry. From cutting-edge orthodontic techniques to groundbreaking oral surgery procedures, the stories shared were a testament to the dedication and expertise within the community.

One of the highlights of the evening was learning about the diverse ways in which dental professionals are making a difference in their patients’ lives. It was clear that each dentist brings their unique skills and passion to their practice, contributing to the overall advancement of dental care.

We are incredibly grateful to Dr. Sep and Dr. Zeb for organizing such a memorable event. Being part of this special night was an honor, and it reinforced the sense of community and collaboration that defines the dental profession.

Thank you again to all the incredible dentists and dental professionals who made the night so enjoyable. We look forward to seeing the continued impact of your work and hope to cross paths again at future events!

A Spooktacular Mid-Year Celebration at Dracula’s Gold Coast!

Our mid-year event was nothing short of spectacular! Dalton FP took our team for an unforgettable evening at Dracula’s Gold Coast, and it was an absolute blast.

The night was filled with eerie excitement and thrilling entertainment as we immersed ourselves in the uniquely gothic atmosphere of Dracula’s. From the moment we walked in, we were transported into a world of dark glamour and spooky fun.

The evening’s highlights included a fantastic show that kept us on the edge of our seats, delicious food and drinks, and plenty of opportunities for everyone to let loose and enjoy the night. It was the perfect way to celebrate our mid-year achievements and bond as a team.

A huge thank you to our incredible staff for making the event so enjoyable and memorable. Your enthusiasm and dedication have made this year truly special, and it was great to see everyone unwind and have fun together.

Here’s to the rest of the year ahead and many more fantastic events to come!

Dalton FP’s Approach to Flexibility and Career Growth

Returning to the workforce after having children can be a daunting challenge. High childcare costs, significant career gaps, and limited part-time opportunities often make it difficult for qualified women to find a balance that aligns with their long-term career goals.

Recognizing the crucial role women play in economic recovery, the government has highlighted women’s workforce participation as essential to future prosperity. The 2021-22 budget places a strong emphasis on workplace flexibility as a key strategy to enhance women’s involvement in the workforce.

At Dalton FP, we’re proud to lead by example in this area. We understand that flexibility is not just a benefit but a necessity for many women returning to work. To support this, we recently introduced a job-sharing arrangement with two highly qualified Client Services Officers, Sally and Sarah. Both are local mothers re-entering the workforce after extended career gaps to raise their children.

Job sharing allows Sally and Sarah to each work part-time while effectively covering the responsibilities of one role. This arrangement not only accommodates their family needs but also ensures that the workload is managed efficiently. For our company, it means gaining two sets of skills and perspectives, enhancing the overall quality of our service.

The benefits of job sharing extend beyond the workplace. It helps alleviate the stress often associated with part-time roles by ensuring continuity and coverage. For the employees, it provides a viable path to re-enter their chosen careers while maintaining work-life balance and managing childcare costs.

Dalton FP is committed to supporting women not just through flexible work arrangements but also by offering opportunities for career advancement and further education. By placing women in management roles and providing pathways for career progression, we aim to address the gender pay gap and support women in achieving their full potential.

Our approach underscores the importance of valuing the contributions of each employee, focusing on the skills and experience they bring to the role, rather than the number of hours worked. At Dalton FP, we believe that investing in our employees’ growth and well-being is key to our success and to providing exceptional service to our clients.

As we move forward, we remain dedicated to creating a supportive and inclusive work environment that fosters both professional growth and personal fulfillment. Here’s to continuing our efforts in making a positive impact on the lives of women returning to the workforce and contributing to a more equitable and thriving workplace.

The Gift of Giving

This holiday season was filled with generous acts of kindness, and we’re excited to share how Dalton Financial Partners joined forces with Kitchen Crew to support a cause close to our hearts.

During the Christmas break, Steven and Robyn Rapley, the wonderful owners of Kitchen Crew, made a heartfelt donation of $1,000 to the Children’s Cancer Institute. Their contribution was aimed at supporting the institute's crucial work in fighting childhood cancer and bringing hope to young patients and their families.

In keeping with our promise to our clients to match any donations made over the holiday period, Dalton Financial Partners is proud to announce that we have also donated $1,000 to the Children’s Cancer Institute.

Together, these contributions reflect our commitment to making a meaningful impact and supporting important causes. We hope that our combined efforts help further the institute’s mission and bring a brighter future for children battling cancer.

We hope everyone had a joyful Christmas and a Happy New Year. Here’s to continuing our journey of giving and making a difference in the lives of those who need it most.

Dalton Financial Partners' Christmas Donation to the Children’s Cancer Institute

The Christmas season is a special time for giving, loving, and creating cherished memories. In the spirit of the holidays, Dalton Financial Partners is excited to announce our donation of $2,000 to the Children’s Cancer Institute.

This incredible organization is dedicated to eradicating childhood cancer and ensuring that every child has the chance to lead a long and fulfilling life. By contributing to their vital work, we hope to support their mission and make a meaningful difference in the lives of children battling this challenging disease.

As we celebrate the season, we are reminded of the importance of spreading joy and hope. Our donation is a small gesture aimed at making a big impact, and we believe that every child deserves the opportunity to grow up healthy and happy.

Wishing everyone a joyful holiday season filled with love and the warmth of giving. Here’s to making a difference together and bringing light to those who need it most.

Supporting Women in Need: Our Donation to ‘Share The Dignity’

We’re proud to share that we’ve recently made a meaningful contribution to the ‘Share The Dignity’ charity. We donated handbags filled with essential hygiene and sanitary products to support women facing challenging circumstances.

‘Share The Dignity’ is dedicated to assisting women who are experiencing homelessness, fleeing domestic violence, or simply struggling to make ends meet. These critical items are more than just necessities; they’re a lifeline that helps restore dignity and provide comfort during difficult times.

We hope our donation has made a positive impact and brought some relief to women in need. It’s a small gesture that we believe can make a big difference, and we’re grateful for the opportunity to contribute to such a vital cause.

Every bit helps in the journey towards a more supportive and compassionate community. Here’s to continuing our efforts to uplift and support those who need it most.

#ShareTheDignity #SupportWomen #CommunityCare

Empowering the Future: Our Interns’ Success in Financial Planning

We’re thrilled to announce a major milestone: all of our recent interns have successfully transitioned into capable employees within the financial planning industry. This accomplishment is a testament to the hard work and dedication of both our interns and our team.

Hiring interns isn’t just about filling temporary roles; it’s an opportunity to shape the future of our industry. By investing in their development, we’re not only fostering new talent but also helping to cultivate the next generation of leaders in financial planning.

Seeing our interns grow into skilled professionals reaffirms the importance of mentorship and hands-on experience in shaping successful careers. It’s a reminder that when we invest in people, we’re not just hiring employees—we’re building the future of our industry.

Congratulations to all our former interns on their achievements. Here’s to many more successes and to the continued growth of the financial planning profession!