daltonfp.com.au

Dalton Financial Partners | Relationship based, long term wealth and insurance advice

I strongly believe that financial planning doesn’t work well unless there is a long term relationship between client and adviser. This is the main reason I left employment and started my own practice. I want my clients to know that they will be dealing with the same familiar face each year. I also want to be there personally to see the future results of any financial plans we put in place today. Helping clients turn income into Wealth. From high income to wealth…. Meet Paul Bugno….

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Dalton Financial Partners | Relationship based, long term wealth and insurance advice | daltonfp.com.au Reviews

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I strongly believe that financial planning doesn’t work well unless there is a long term relationship between client and adviser. This is the main reason I left employment and started my own practice. I want my clients to know that they will be dealing with the same familiar face each year. I also want to be there personally to see the future results of any financial plans we put in place today. Helping clients turn income into Wealth. From high income to wealth…. Meet Paul Bugno….

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Dalton Financial Partners | Relationship based, long term wealth and insurance advice | daltonfp.com.au Reviews

https://daltonfp.com.au

I strongly believe that financial planning doesn’t work well unless there is a long term relationship between client and adviser. This is the main reason I left employment and started my own practice. I want my clients to know that they will be dealing with the same familiar face each year. I also want to be there personally to see the future results of any financial plans we put in place today. Helping clients turn income into Wealth. From high income to wealth…. Meet Paul Bugno….

INTERNAL PAGES

daltonfp.com.au

1

Our Services | Dalton Financial Partners

http://daltonfp.com.au/our-services

We provide assistance and advice in the following areas:. Cash flow, debt management and budgeting. Tax effective share and property investing. Retirement planning and strategy. Strategies for business owners. Life insurance and estate planning. We look to understand where you are now and what you would like to achieve. We build a strategy together that can make your goals a reality. We implement the strategy. We provide you with ongoing advice and accountability as you move towards your goals.

2

About Us | Dalton Financial Partners

http://daltonfp.com.au/about

Josh Dalton, Senior Wealth Adviser and Director. Qualifications; Bachelor of Business with a major in Business management, Advanced Diploma of financial planning, Diploma of technical analysis, SMSF, gearing and ASX accredited and member of the FPA; currently AFP. CFP due for completion end of 2016. Outside of work, Josh enjoys basketball, fishing, overseas travel and is an aspiring philanthropist. Paul Bugno, Wealth Adviser and Partner. Greg Tasney, Practice manager. Jessica Nicholls, Administration.

3

Our Clients | Dalton Financial Partners

http://daltonfp.com.au/our-clients

Book Publishing and Investment Management. When I was recommended to see Josh in 2014 by a mutual friend, our family’s financial investments were being poorly managed (by a big investment organisation) and this was causing us a lot of stress and worry. Since then, Josh has straightened out our mess and put us in a situation where we know our finances are being actively and soundly looked after and will achieve our lifestyle goals. August 4, 2015, Morgan was Josh’s client. We came and saw Josh in October ...

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designshift.com.au

Wordpress | designSHIFT

http://designshift.com.au/tags/wordpress

Web / dev / design. Aim-It Construction and Renovations. Josh Dalton's Financial Blog. APV Group Mining Services. M: 0416 875 335. E: info@designSHIFT.com.au.

joshdalton.com.au

When the money loses its shine | Josh Dalton's Financial Blog

http://www.joshdalton.com.au/when-the-money-loses-its-shine

Josh Dalton's Financial Blog. Don’t invest in what you don’t understand! Stock Market crashes; Disaster or Opportunity? When the money loses its shine. So to those out there on a big income who are miserable in their careers. Start working on a game plan to initiate change (even if it may require some drastic moves, e.g. downsizing your home). Don’t spend your life going through the motions, do something you love. After all, money isn’t everything! 8211; Josh D. Superannuation is not an investment. If yo...

joshdalton.com.au

Investment Highlights 2015 so far…….. | Josh Dalton's Financial Blog

http://www.joshdalton.com.au/investment-highlights-2015-so-far

Josh Dalton's Financial Blog. Property investment experiences we can learn from →. Investment Highlights 2015 so far. Sydney median house (sale) prices pushes through $1,000,000. Banks are already starting to ‘tighten’ their belts and make it more difficult to borrow. They are especially looking to reduce the amount of investment loans on their books. I’m not saying it’s a housing bubble, I just thought this was funny). The Chinese stock market Crash. Iran deal likely to keep global Oil prices low. Super...

joshdalton.com.au

November | 2014 | Josh Dalton's Financial Blog

http://www.joshdalton.com.au/2014/11

Josh Dalton's Financial Blog. Monthly Archives: November 2014. Travel more by using new Hotel alternatives. Websites like AirBNB.com now offer a genuine alternative to staying in hotels and are growing in popularity. I have been waiting for a service like this for a long time, as I generally don’t enjoy staying in hotels. I prefer a more genuine experience of the places I visit and I enjoy doing the little things like grocery shopping and cooking in a foreign country. It means we can travel for longer.

joshdalton.com.au

Interest rate Outlook | Josh Dalton's Financial Blog

http://www.joshdalton.com.au/interest-rate-outlook

Josh Dalton's Financial Blog. Travel more by using new Hotel alternatives. Investment Highlights 2015 so far. →. Today I just wanted to write quickly about interest rates and the current outlook. With a healthy yield curve, you would normally get more interest the longer you invest. But that’s not currently the case. The yield curve indicates that interest rates are expected to drop further before they start to go up again. This indicates a flat outlook for the current economy.

joshdalton.com.au

March | 2015 | Josh Dalton's Financial Blog

http://www.joshdalton.com.au/2015/03

Josh Dalton's Financial Blog. Monthly Archives: March 2015. Today I just wanted to write quickly about interest rates and the current outlook. With a healthy yield curve, you would normally get more interest the longer you invest. But that’s not currently the case. The yield curve indicates that interest rates are expected to drop further before they start to go up again. This indicates a flat outlook for the current economy. So what can we take out of this? Superannuation is not an investment.

joshdalton.com.au

November | 2013 | Josh Dalton's Financial Blog

http://www.joshdalton.com.au/2013/11

Josh Dalton's Financial Blog. Monthly Archives: November 2013. What to do when you hate your job. Don’t like your job? I think everyone has been at a point where they’ve thought, wow.I really hate my job. I felt like that at the end of my last job and really struggled to show up in the last 6 months. I had been there for over 4 years and it was time for a change. I had come to hate that job for the following reasons. The work was high paid but had become mundane and repetitive. So here is the point of th...

joshdalton.com.au

May | 2014 | Josh Dalton's Financial Blog

http://www.joshdalton.com.au/2014/05

Josh Dalton's Financial Blog. Monthly Archives: May 2014. Don’t invest in what you don’t understand! I dealt with a few clients last year who had been ‘sold’ by financial advisers into complex products they didn’t really understand. Sadly, the losses amounted to over $700,000 from 3 clients alone. The worrying thing is that I actually struggled to understand the strategies myself (what hope has the client got? So what’s the lessons here? I would choose pure share based strategies over options/ futures/ c...

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Dalton Financial Partners | Relationship based, long term wealth and insurance advice

I strongly believe that financial planning doesn’t work well unless there is a long term relationship between client and adviser. This is the main reason I left employment and started my own practice. I want my clients to know that they will be dealing with the same familiar face each year. I also want to be there personally to see the future results of any financial plans we put in place today. Helping clients turn income into Wealth. From high income to wealth…. Meet Paul Bugno….

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