I joined the Dalton Financial Partners team in 2018 after nine years with a major Australian bank. I believe great financial advice can be life changing, and I find it rewarding to see clients turn their goals and dreams into reality.
Client Success Manager
MEET THE TEAM
Sarah Macek
Sarah’s approach
I joined the Dalton Financial Partners team in 2018 after spending nine years with a major Australian bank. Over the years, I have seen how thoughtful, personalised financial advice can make a meaningful difference in people’s lives—providing clarity during important decisions and confidence as their circumstances evolve.
The most rewarding part of my role is seeing clients bring their goals and dreams to life. Whether they are building wealth, planning for retirement, making a significant lifestyle change or simply looking for greater confidence in their financial future, I enjoy being part of a team that helps turn those ambitions into a clear, practical plan.
Beyond advice
When I am not at work, I’m spending time with my amazing husband and two daughters.
Qualifications
Bachelor of Business (Finance)
Diploma of Financial Planning