Tailored financial services that provide clarity and structure in the overall increase of financial wealth on the journey to retirement.
Altitude Wealth Management is an established financial management and advisory firm delivering tailored financial solutions. Having over 10 years’ experience and specialising in retirement planning, investing, superannuation and insurance.
We are client-driven with a core mission to enhance the lives of our client’s through clarity and structure in managing their overall financial position towards retirement.
Super Fund Advice
Altitude Wealth Management has dedicated specialist advisers to help clients make the appropriate decisions in regards to 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.
Why choose us?
Our purpose is to give our clients the confidence to make the big decisions. We are a boutique firm with no one advisor managing more than 100 client connections. This ensures our team have the time and resources to make you our highest priority. We employ only the best people to help our advisers manage your money, and use cutting edge technology to separate us from the rest. Our advisers are working towards or already adhere to the highest of educational standards and invest an additional 40-50 hours per year on their own personal development.
At Altitude Wealth Management, our clients are our family and are treated accordingly.