Dalton Financial Partners

When we decided it was time to seek financial planning advice, Paul Bugno at Dalton Financial Partners in Coolum came highly recommended—and now we can see why. From our very first meeting, Paul was approachable, down-to-earth, and made what felt like a daunting process incredibly easy. He took the time to understand the lifestyle we want as we move towards retirement and explained strategies in a way that was clear, practical, and easy to understand. As a couple in our late 40s, our goal is to build a comfortable retirement—hopefully sooner rather than later! Thanks to Paul's guidance, that goal now feels achievable, and we're genuinely excited about what the future holds. If you've been wondering whether you're making the most of your money, superannuation, or investments, I'd highly recommend reaching out to Paul and starting the conversation. You'll be glad you did. Thanks, Paul!

Paul is a good operator, he has been referring clients to us for their mortgages and they have a solid understanding of their financial situation and path forward after meeting with Paul.

Working with Paul was great, he was very approachable and helpful getting us on track to secure our first home. Giving us really good tips and advice on how we should move foward.

We have been with Dalton FP for more than 20 years, first with Josh and then with Paul for about the last 10 years or so. We have never had anything but the best service from Josh and Paul and their dedicated team. Paul particularly worked with us for many years to position us for retirement in a much better position than we could have done by ourselves. They are always looking for opportunities to better our situation while always keeping the long game in view. We have recommended them to our children and to other colleagues who have also found their advice invaluable. I have no hesitation in recommending them, my advice is , the sooner the better.

Paul and the team at Dalton have been working with my husband and myself for several years. I have complete confidence in Paul's advice and have a great working relationship with him and his staff. Everyone always goes above and beyond and are always ready to help answer any questions that I have. Their advice is second to none and I am beyond grateful for all that they have done for us. We know that we will have a great retirement with them guiding us all the way. Thank you Paul from the bottom of my heart for always allaying any fears or issues that I have had.

I can't speak highly enough of the incredible support and expertise we've received from Paul and his team at Dalton Financial Partners. From the moment we engaged with the team, it was clear that we were in capable hands. They didn’t just provide financial advice they became trusted partners in helping us secure and grow our future. Thanks to their guidance, our superannuation has grown significantly which is something we never imagined possible in such a short time. They took the time to truly understand our goals and built a strategy that has set us on a much stronger financial path. What really sets them apart is the holistic approach they took. They helped us sort out every aspect of our financial wellbeing, from life insurance and income protection to wills and power of attorney. Knowing that our children's future is safeguarded gives us peace of mind we didn’t have before. Their professionalism, clarity, and genuine care throughout the process made everything so easy to understand and act on. We're incredibly grateful for their ongoing support and would recommend them without hesitation to anyone looking to take control of their financial future.

Paul Bugno is an amazing Financial Planner. Keeps us up to date with what's happening in the market on a regular basis and has given us great returns year after year. My wife and myself don't have to worry about anything in regard to retirement planning as he has it covered, and we are more than comfortable with the advice he has given us over the years. Couldn't recommend Paul enough if you are looking for a professional financial planner.