Josh Dalton

Dalton Financial Partners

Platinum
16 Yrs Experience
Sandgate, QLD 4017

I believe that life is short and that we shouldn’t hold back when it comes to pursuing our dreams and aspirations. One should take calculated risks, not settle for less and live life on one’s own terms. I believe that long term fulfillment comes from personal growth and contribution to society. Therefore, I admire those who strive hard to be the best in their field and those who look to give back to others through their success.

I pursued my own dream when I started a business back in 2012. I wanted to take charge of my future and build something that was meaningful and made a genuine difference in the lives of others. The initial years spent building the practice were hard work, but the satisfaction and rewards of running my own business have been worth it.

I love my work, because it contains so much variety from day to day. I particularly love working with interesting people who don’t live ‘common’ lives. My clients include business owners, ambitious professionals, wealthy families and those wishing to retire independent of government support. I have the opportunity to work with them, as they pursue their dreams. I am truly grateful for this.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Please visit our website for an explanation of our service and applicable fees. www.daltonfp.com.au

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 32
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Dalton Financial Partners

Shop 1, 86 Brighton Rd
Sandgate, QLD 4017

Opening hours

  • 8:00am – 1:00pm Saturday
  • 8:00am – 4:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Dalton Financial Services Pty Ltd

AFSL 530255