Dalton Financial Partners Coolum

26/03/2026

We’re counting down the days until you’re here on the Sunshine Coast, Denyse! The team is so excited to welcome you, work alongside you and see the incredible care you bring to your clients up here 🩵

10/02/2026

Here at Dalton Financial Partners, holistic advice is more than just a buzzword – it’s how we look after families.

We don’t just talk super and investments. We look at every part of your financial life so your decisions actually support the future you want for your family – from helping kids into their first home to planning business exits and making sure great strategies are implemented over time.

Our founder, Josh Dalton – winner of the 2025 ifa Excellence Awards Holistic Adviser of the Year (Queensland) – recently spoke with ifa about why this approach matters so much for modern families.

Read the full Q&A “Wholistic advice and why it matters for families” on ifa to learn more. 🥰

https://www.ifa.com.au/wholistic-advice-and-why-it-matters-for-families-qa-with-josh-dalton/

29/01/2026

06/11/2025

Leveling up our evidence-based investing game at the Dimensional Advance Conference with Paul in Cape Schanck!

Always inspired by the latest market research and proven strategies shaping better results for our clients.

09/10/2025

We are filling lucky bottles, saving our money and getting so excited about Coolum Carnival on October 24! There'll be the Ice Bath Challenge, pony rides and cuddle booth, fantastic food and entertainment, RIDES galore, and a grand finale of fireworks. Count down the sleeps!

09/09/2025

Luis and Liam had a blast at the Netwealth Accelerate Summit 2025 in Melbourne!

The day buzzed with ideas on AI, tech, client engagement, and fresh ways to keep advice innovative and fun.

From energising talks to hands-on sessions, they’re bringing back plenty of inspiration to help Dalton FP—and our clients—thrive, now and in the future!!

03/09/2025

Check out our latest blog - Why Transparency in Financial Advice Matters.

https://www.daltonfp.com.au/dalton-blog/why-transparency-in-financial-advice-matters

08/01/2025

After months of planning and hard work, we’re excited to share that we've moved into a brand-new office space!

Our new location offers fresh, modern surroundings with beautiful views of Coolum Beach – a perfect spot for the next chapter in our journey. We’re looking forward to welcoming you to our new space and continuing to support you from this wonderful location. 🌊

This year, we’re excited to enhance your experience by introducing an online booking system for review meetings. Approximately six weeks before your scheduled meeting, you’ll receive an email with a link to our booking page, allowing you to select a convenient time that works for both of us.

📍 Find us at:
Unit 21/1776 David Low Way,
Coolum Beach QLD 4573

Here’s to new beginnings! 🌱

06/01/2025

01/11/2024

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! 🥂💼