Enhancing the lives of our client’s through clear and structured financial advice, to better their overall financial position towards retirement.
Located in Townsville, North Queensland, Altitude Wealth Management was established in 2007 as a boutique financial management and advisory firm delivering financial solutions custom tailored to suit you and your lifestyle.
With a combined 100+ years experience in financial planning and wealth management, our expert team of financial advisors specialise in retirement planning, investing, superannuation and insurance. We are client-driven, with a core mission to enhance the lives of our client’s through practical advice, offering clarity and structure in increasing your financial wealth.
Giving our clients the confidence to make the big decisions on their financial journey
Our Financial Services
Self Managed
Super Fund Advice
Our dedicated superfund advisors help our clients make appropriate decisions in managing and positively impacting their superannuation funds.
Business Succession
Planning Strategies
Our advisors can help clients to map out appropriate exit strategies or succession plans, considering various aspects of your business to achieve a desired exit outcome.
Wealth & Retirement
Planning Strategies
Our experienced Financial Advisers can help you to develop wealth & retirement planning strategies and create portfolios that are tailored to your goals and objectives.
High Net Wealth
Individuals
We work closely with our high net worth clients, and their professional advisers such as accountants, lawyers, and bankers to provide a holistic approach to their advice needs.
Cashflow & Debt
Management Strategies
Understanding and managing your cash flow is more than just a budget and is an important step to meeting your financial goals. Our advisors can assist with a plan to meet your goals.
Centrelink
Strategies & Support
Altitude Wealth Management can provide strategies and advice to ensure you maximise Centrelink benefits and gain entitlement for various Government Health Cards.
Aged Care
Advice
No-one likes to talk about getting old, but when you or a family member needs help, there’s no getting around it. Many of our clients want to know what choices they have in their older years – and before the crisis hits.