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 50+ 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
Super Fund Advice
Our dedicated superfund advisors help our clients make appropriate decisions in managing and positively impacting their superannuation funds.
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
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
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
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.
Strategies & Support
Altitude Wealth Management can provide strategies and advice to ensure you maximise Centrelink benefits and gain entitlement for various Government Health Cards.
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.
Why choose us?
Locally owned in Townsville since 2007, we’re a boutique financial firm who take a client-first approach, treating those that come to Altitude Wealth Management as family. We pride ourselves on ensuring no advisor services more than 100 client relationships so to be confident they have the time and resources to make your needs a priority. We take the time to build personal connections with our clients, taking your financial journey on as our own.
Through strategic partnerships and cutting edge technology, we employ only the very best to support our team in managing your finances. Our advisors adhere to the highest educational standards and continually work towards bettering their skillset, knowledge and own personal development each year.