Mi Wealth Plan has been established since 2011, and is a family owned financial planning business with its roots in Quinns Rocks, Perth.
Andrew Dalton, the director and owner believes that the world of financial planning is a challenging one, but has the conviction and belief that doing the right thing by people is number one in his priorities.
Andrew comes from a strong technical background, having served his time performing technical maintenance on all manner of instrumentation.
A true family man, Andrew left his FIFO life to embrace change in his role as a financial planner – an industry he has been involved in since 2007. Thankfully, the diverse nature of our experiences has left us able to translate technical jargon into a language most people seem to understand!
Flexibility is key to the being able to meet the ever changing needs of our clients, and with our staff being fully mobile we are able to meet our clients in the comfort of their own home or our centrally located offices in Osborne Park. We realise that work is important, which is why our evening appointments are the first to be booked out in a week.