Wholistic advice and why it matters for families

Here at Dalton Financial Partners, holistic advice is more than just a buzzword – it’s the way we design our service and measure success for our clients. For us, holistic means looking at every part of your financial life, not just super and investments, so your decisions genuinely support the life you want for your family.​

In a recent Q&A with ifa, our founder Josh Dalton, winner of Holistic Adviser of the Year – Queensland at the 2025 ifa Excellence Awards, shared why this approach matters so much for modern families – from helping adult children into the property market, to planning business exits, to making sure great strategies are actually implemented over time.

If you’d like to dive deeper into how true holistic advice works in practice, you can read the full interview on ifa here:

“Wholistic advice and why it matters for families: Q&A with Josh Dalton”.