castlehill

Welcome to Altitude Wealth Management

We help our clients make the big decisions with confidence.

Introducing Altitude Wealth Management

We help our clients make the big decisions with confidence.

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

Icon of an upward arrow and money stacks to represent financial growth

Self Managed
Super Fund Advice

Our dedicated superfund advisors help our clients make appropriate decisions in managing and positively impacting their superannuation funds.

Icon of a hand holding a house and dollar symbol

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.

Icon of a rocking chair

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.

Icon of a piggy bank

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.

Icon of a safety shield symbol

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.

Icon of a group of people

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.

Icon of aged care

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.

Don’t just take our word for it…

Industry News and Articles

Economic SnapshotFebruary 2024
Uncategorized

Economic Snapshot
February 2024

Read the latest in finance and investment news in our Investment and Economic Snapshot for February 2024. Altitude-Investment-and-Economic-Snapshot-Feb-2024-BrandedDownload
Read More
Economic SnapshotJanuary 2024
Articles

Economic Snapshot
January 2024

Read the latest in finance and investment news in our Investment and Economic Snapshot for January 2024. Altitude Investment and...
Read More
Three aged care mistakes you should avoid
Uncategorized

Three aged care mistakes you should avoid

Moving into residential aged care can be a stressful period with complicated rules, family conflicts and rushed timeframes. This can...
Read More

Altitude Wealth Management