Financial Planning

Providing a secure financial future for you and your family involves knowing your goals and having a plan to achieve them. Our advisers take the time to understand your personal situation in order to provide you with tailored advice to create, grow, and protect your wealth. You will then have our support throughout your journey towards financial freedom, so that you can spend more time doing the things you love and less time stressing about your finances.

Investment Advice and Portfolio Construction

Your investment portfolio will be designed to achieve your goals. You will always be invested in high quality, diversified investments that are regularly reviewed to ensure they are performing as expected.

Financial Goal Setting and Tracking

Identifying your short and long term goals is the first step in your journey to financial freedom. Your Altitude Adviser works with you to set and track measurable targets. We continuously track your progress, providing encouragement and advice along the way to achieving your goals.

Superannuation and SMSF's

As one of your largest assets, it is essential to include superannuation as part of your financial plan.  We ensure you are taking advantage of the substantial tax incentives and invest your superannuation benefit in a portfolio that provides the level of growth needed to achieve a comfortable future retirement.

Estate Planning

Estate planning is essential to ensure your family are looked after upon your death. Your lawyer and Altitude Adviser will work together to ensure your assets pass on to your family in the most tax effective and simplest way possible.

Wealth Protection and Insurance

Your wealth accumulation plan is based on the assumption you will stay healthy. Injury or illness, however, can get in the way of you providing for the ones you love and achieving your goals. By obtaining adequate personal insurance, you can have peace of mind knowing that your family is taken care of and your financial goals remain on track.

Personal Budgeting and Cashflow

The key to building or preserving wealth is spending less than you earn. By working with you to develop a budget that is sustainable for you, we can help achieve your goals.

Our Financial Planning Partner

Altitude Financial Planning is a Corporate Authorised Representative of Altitude Financial Advisers Pty Ltd

ABN 95 617 419 959

AFSL 496178