Our Services

We provide comprehensive financial advice in the following areas:

Cash flow & debt management

  • Personal cash flow strategies
  • Bank account structuring
  • Accelerated debt repayment & restructuring strategies
  • Salary packaging advice

Tax effective investment strategies

  • Shares and managed investments
  • Portfolio construction and management
  • Strategic property advice
  • Trust and company structures
  • Wealth creation strategies for high income earners
  • Gearing / home equity strategies

Superannuation including SMSF

  • Strategic advice regarding superannuation legislation
  • Contribution (getting money into super) strategies
  • Superannuation specific investment advice
  • Self-managed superannuation; structural, investment and legislative advice (Only accredited advisers)
  • Industry superannuation funds

Retirement & transition planning

  • Retirement lifestyle planning
  • Strategies to minimise or eliminate tax in retirement
  • Superannuation pensions / income streams / annuities
  • Investment strategies specific to funding retirement income
  • Maximising Centrelink entitlements

Wealth creation for business owners

  • Business cash flow strategies
  • Financial planning strategies specific to business owners
  • Business consulting
  • Business succession planning
  • Exit strategies: preparing for sale and tax concessions

Life insurance & estate planning

  • Life insurance, TPD, trauma and income protection
  • Buy/sell and key person insurance
  • Adviser facilitated wills and attorney service

A full list of services can be found in our Financial Services guide in the site footer.

Business accounting services

Accounting services are offered through Cameron Patterson and Co chartered accountants. Many of our business clients prefer to work with a team of advisers to maximise their chances of business success.

© 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