We began our association with Altitude after we had paid off our mortgage. We had to make a decision about what/where to invest to secure our lifestyle in retirement. First Bill Charlton and now Janik Hrabovcak have been invaluable in their advice and help in achieving our goals. I am interested and regularly check my portfolio online. Altitude makes it easy to keep abreast of the market in general and my portfolio in particular.

We have been clients of Altitude for 12 years and the reason for that is that we are delighted with the service and quality of advice received. During good and bad economic periods, we have maintained continual contact with Adam and of late, Janik. Customer service is their forte and they are personally available when required. Their reporting is second to none and their results exceed market expectations. We would have no hesitation in recommending Altitude to any potential client.

Pending the sale of our business in 2014, we were recommended to Altitude by a trusted, lifelong friend to steer us in the right direction with regards to our tax obligations, pension entitlements and investment advice. Over the past 5 + years, we have been more than happy with the decisions and personal service we have received from Jeff Little and Adam Camac at Altitude. As we are all aware, government rules and regulations can be a minefield at times and we trust the staff of Altitude to make the most of our hard-earned dollars.

I have been using Altitude for over ten years as both my personal and business advisers for tax, insurance and accounting. The timely and accurate advice from Brent, Adam and Jeff and their teams has been fantastic, especially through challenging times. They make you feel part of the Altitude family, not just a client.

I started working with Bill Charlton, and now Adam Camac, since the 1970’s when I was an employee of a real estate firm. I had not put in a tax return for 10 years and was worried that I owed the ATO money plus would be fined. Bill took me on and not only fixed up my returns but got me a refund. Obviously I was impressed and have been with them ever since. Over the years they were able to advise me on company and trust formation, investment advice for superannuation and tax minimisation. I am now a self-funded retiree all thanks to the advice I received from Altitude and I still have regular meetings with Adam Camac re my super portfolio to this day. My advice is if you are in business do not do anything until you have discussed it with your accountant and financial adviser.

Most recently, I suffered a broken leg meaning I was unable to work normally for an extended period of time. Adam guided us to access our income protection insurance and facilitated a streamlined claims process. Occurring at an unexpected moment that became very stressful for us, Adam calmly and competently guided us through our claim to access the funds we required. I am so grateful for the guidance we took to establish this insurance at the outset of working with Altitude and for Altitudes diligence in regularly reviewing and modifying the Policy to ensure it continued to meet our evolving needs.

My wife and I partnered with Altitude when we were in our mid to late 20’s. Now, 15 years later we are well on our way to being financially independent, with our perfect home, funding three children at private schools, a significant share portfolio and tracking ahead of our retirement goals. Adam, Jeff, and prior to his retirement, Bill have safely steered us to this position with their professional, frank and considered advice. Partnering with them is one of the smartest decisions we have made.

For more than 10 years*, Altitude has provided us comprehensive, tailored, and quality service in the areas of business advice, taxation planning, and wealth creation. In particular, having business matters and wealth creation managed under the one roof has been of major benefit, allowing us to take a comfortable early semi-retirement. From the front office to the financial advisors, the friendly staff look after our every need in a timely and efficient manner.

When I retired I used some of my newly freed-up time to manage our Self-Managed Super Fund. The results were mixed at best. I discovered that stockbrokers were not always to be trusted, and initial public offers could look attractive, even be government-backed, and still fail completely.
I was reluctant to use professional services because of the multiple layers of fees involved, but it has proved a good move for returns compared with my amateur efforts.
We have had good accessible service at the advice, administrative and technical levels.

Altitude Advisers (and prior structures) have been our family financial advisors for thirty years – thank heavens. Brett Moxey and previously Bill Charlton (now retired) have helped us (and friends we have introduced, none of whom have since moved elsewhere) with our employment, retrenchment, financial planning, retirement, pension access and other Government services, and all serious expenditure decisions over this time. Brett Moxey’s professionalism, friendship and ongoing advice continues to make us feel like another member of the family. I would recommend you also join their family.

Prior to engaging Altitude, our business was struggling to keep pace with the changing nature of our industry which was moving towards digital manufacturing. With their assistance, we’ve been able to introduce digital ordering, manufacturing and invoicing which maintains patient confidentiality and data security. Altitude have helped us to streamline processes to become a more efficient business and allowed us to dynamically meet our client’s needs. They have enabled us to grow our business whilst improving the client experience. I would strongly recommend Altitude to anyone looking to use digital solutions to improve business performance.