Tailored financial services that provide clarity and structure in the overall increase of financial wealth on the journey to retirement.

Nicole McGovern has been my Financial Advisor for a number of years now, firstly with FINPAC and currently with Altitude Wealth Management. I can’t praise her highly enough – she has been of huge assistance to me on a number of fronts. Firstly, in the area of financial advice, especially since she has been with Altitude Wealth Management, and also in helping me, along with Mark Tyrell, with Centrelink communications. It’s fantastic to have such committed people looking after my financial interests.

What we like is Mark’s ability to sort through the financial industry mumbo jumbo and turn it in to plain English for us. His ability to explain in detail our options on the white board, and his ability to make us feel grounded in our financial future whilst in these uncertain financial times is outstanding. The service from all the team at Altitude Wealth Management has only ever been professional and caring. We have been to other financial advisors in the past, but they have not had our interests at heart in the same way Mark has. We could not recommend Mark highly enough.

Altitude Wealth Management is a local business, which I love, so I can ring up for information and yes, get a phone call back that day. All the staff are friendly and very helpful. Teaghan is down to earth and explains things to me so I can understand easily. During our 12 month annual meeting, she always listens to my thoughts so there is a two way street, then explains different options so we are all on the same page. I am very happy the way Altitude Wealth Management handles my super, they also keep me up to date with everything though an app on my iPad so I can check how all things are progressing along.

We have known and worked with Dennis and his team for well over 15 years. Our experience has been positive from the beginning. Dennis has, over the years, answered many questions and taken the time to discuss our concerns in detail. We have always found him to be professional, honest and transparent in his dealings. Dennis and his team have provided excellent and valuable financial advice/planning that we know can be relied upon. We always feel the advice provided has been in our best interest.

We have known Nikki for almost 14 years and she is our contact point for our investment queries. We have always found Nikki to be helpful and she leaves no stone unturned to achieve a successful outcome. Right from our initial transition interview with Nikki to become official Altitude clients, we were amazed at how well presented and easy to understand the whole process was. We have no hesitation in recommending Nikki and the whole team at Altitude Wealth Management for their professional advice and positive outcomes for all your financial needs.

Altitude Wealth Management was able to provide me financial assistance while I was under extreme stress and grief. With very little knowledge of tax, superannuation and retirement I was unsure of my options. I was given kind and understanding support and felt confident and relieved that my financial burden was being attended to professionally.

My decision to have Altitude Wealth Management manage my finances was not only an easy choice but has also been one of the best choices I’ve made. The relaxed, personal service I have received over the years while working with Dennis, Mark and the team is fantastic. Nothing is ever a problem, they are very efficient, sensitive to my personal interests and always happy to explain things I don’t understand. I have full peace of mind that they understand my ever-changing situation and always have my best interest in mind while my investment is performing at peak benefit to me.

We highly recommend Mark, Dennis and the team at Altitude Wealth Management. We feel that Altitude is an honest and reputable company with great values. Over the years that we have been with them they have provided us with excellent advice that has set us up for retirement. We find Mark to be trustworthy and professional and will explain things in layman’s terms to make sure we fully understand our situation.

Edwin and I have been very happy with the service provided by Altitude Wealth Management since we first joined you about six years ago. Our previous advisers were not situated locally, and we have felt very secure since transferring. We really appreciate the ease of access to Dennis and his team, when questions arise which need prompt answers, or when we want more information regarding something related to our Superannuation. Dennis has given valuable assistance and advice which has ensured the result we desired in the execution of our recent Succession Planning.