Dalton Financial Partners

Behind the numbers with JD

Business EN ↓ 5 episodes

Welcome to Behind the numbers with JD , the podcast where you get an inside look at Dalton Financial Partners. Join us as we take you behind the scenes of our firm, introduce you to our team, and share the values that drive us. Learn about who we are, how we approach financial planning, and what makes Dalton Financial Partners different. Whether you’re a potential client, a business partner, or just curious about what we do, this podcast is the perfect way to connect with us and get to know the people behind the numbers.

Author

Dalton Financial Partners

Episodes

Simplifying your estate before death 13.10.2025 21:34

A practical discussion on how to ensure your assets are distributed smoothly — making things easier for your loved ones when the time comes.

Keeping a cool head in volatile markets 12.05.2025 16:31

In this episode, Josh will discuss practical strategies for maintaining composure and making sound investment decisions during turbulent market conditions. Listeners will learn how staying calm, focusing on long-term goals, and avoiding emotional reactions can help navigate periods of volatility successfully.

Business Owners 18.02.2025 25:46

In this episode we talk about financial planning strategy's that are commonly used for business owners. Including: Bucket companies, SMSF & Frequent flyer programs.

Dealing with large inheritances from a giving and receiving perspective 06.02.2025 24:03

In this episode we talk about the great intergenerational wealth transfer with considerations for those planning inheritance and those receiving it.

Paying too much tax? 04.02.2025 23:04

The most common concern for high income earners is the amount of tax they pay. In this episode, we look at the reality of income tax in Australia and common strategies that can be used to minimise tax.