Josh Dalton

Dalton Financial Partners

Platinum

18 Yrs Experience

Sandgate, QLD 4017

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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.

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

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

5.00 April 2024

I have been using his advice since 2021 and I am quite happy with his service.

5.00 March 2024

Josh and his team have been great they really take the time to hear your goals and develop sound strategies to achieving the goals. They have been a wealth of information and are happy to explain things thoroughly so you are making informed decisions. Josh has already identified and implemented strategies in relation to superannuation and insurances which we had no idea we were missing out on opportunities. Can speak highly enough about Josh, his knowledge of the service his firm provides.

4.75 December 2021

Josh has assisted me by simplifying and breaking down into smaller segments some complex scenarios. Josh and his team are prompt in replying to questions. I truly appreciate their assistance.

5.00 December 2021

Josh's team at Daltons has been 10 out of 10 when providing sound financial advice to my wife and I. As well as providing us with a terrific superannuation product we also received advice on budgeting and debt reduction which increased our surplus monthly funds significantly. Always friendly, accurate and helpful at all times, a really nice business group to deal with. Cannot recommend highly enough, my only regret is I wasn't on board 10 years ago. Thanks guys, looking forward to the future.

5.00 December 2021

Very happy with all help and advice in all areas from Joshua and his team. Everything is always explained in a clear way we can understand. With Joshua's knowledge and experience we would highly recommend Joshua and his team to anyone. We have always received Joshua and his teams care and attention when we needed it.