Category Archives: Uncategorized

Share The Dignity Charity

We recently donated handbags filled with hygiene and sanitary products to ‘Share The Dignity’ charity. A charity who support woman that are experiencing homelessness, fleeing domestic violence or purely just doing it tough. We hope that our donation has helped a woman in need.

Posted by Josh Dalton on September 15, 2020 | Permalink

Assistance for those affected by COVID-19

The COVID-19 crisis has seen mass job losses and we understand that there are many out there suffering financial stress.

Dalton Financial Partners is currently offering complimentary 40 minute consultations (via Zoom or phone) to those who have been significantly impacted by this event. Please contact us to arrange a time (limited consultations available per week).

Interns of Dalton FP

All of our interns are now capable employees in the financial planning industry. Hiring interns gives you a chance to shape the future of our industry. #Interns #FinancialPlanning #Future

Posted by Josh Dalton on September 11, 2019 | Permalink

Scholarship Update

We recently delivered a HP laptop to Bangkok for one of our Thai sponsor student, Poon. She is such a bright student with an A+ average at school. We hope that this will help her education. We miss her very much and hope to visit her very soon.

Support for QLD junior dirt bike rider continues

Our support for Cleveland Lade, QLD junior dirt bike rider continues. Cleveland is the son of Casey and Andrew, who are long term clients of Dalton FP. So when the opportunity came up to sponsor him, we were more than happy to get involved.

Financial Planning Internship Program

I decided to start offering financial planning internships back in 2017. The internships are offered to University students in their final year of study and gives them a chance to get practical experience in a real financial planning firm. Without practical experience, it is difficult for new graduates to break into the job market, as nobody wants to train them. Our 6-month internships ensure that graduates are job ready and can hit the ground running.

My motivation for offering internships is twofold;

  1. We get a chance to shape the next generation of financial planners. Teach them a comprehensive approach to financial advice.
  2. This is my chance to give back to an industry that has given me so much fulfilment and success.

We have hosted three interns so far, who are all now in full-time employment. I’m also confident our current intern Mary Ann will secure a full-time job at the end of this year when she graduates. So the program has been a real success so far.

Greg’s obsession with protecting biodiversity continues.

Earlier this year Greg has taken on another bush regeneration site at Cliveden Avenue Reserve in Corinda. After putting hundreds of hours into the Salisbury site at Rocky Waterholes Creek, Greg decided that some of that time could be shared at another important local area.

The site at Corinda is an endangered dry rain forest ecosystem and is home to an endangered plant. The native ecosystem is under threat due to being highly impacted by suburbia. The reserve is across the creek from Oxley Creek Common which is world renowned for the number of birds that live and visit this area.

Greg will work at the Corinda site at least once a month putting nearly all efforts into controlling invasive environmental weeds like Cats Claw Creeper and applying for grants to contract professional bush regenerators. The aim is to help the native rain forest grow back and provide habitat for the numerous birds and other native wildlife.

Scholarships making a difference

It’s great to have Miss Oranan Kruesobjang come back to Australia to stay with us for 8 weeks. She’ll be furthering her English skills through attendance at Brown College. Oranan was our first scholarship student and comes from Northern Thailand. She has become like family and it’s great to see the benefits of the scholarship program.

Chickens and Christmas cards

Hand writing Christmas cards is becoming a big task as the client numbers grow, my hand is killing me! But I am so grateful for all the wonderful clients we get to look after and who make this business possible. Each Christmas card represents a chicken donated to a family in a developing country via oxfam! #oxfam #grateful

Scholarship update

Received this beautiful post card message from our Thai scholarship student Poon. This is a picture of her with her mother and sisters. We hope to visit them at Christmas this year and offer another scholarship to one of her sisters. Very smart girls who just need a small financial boost to realise their potential.