 Financial Planning
At Altitude Financial Planning, we work with you to provide a range of services to help you achieve your financial goals.
Integrated Service Offering:
- Wealth accumulation strategies
- Superannuation and pension advice
- Budgeting and cash-flow
- Wealth protection and personal insurance
- Retirement income and Age Pension
- Estate and succession planning
Initial Strategic and Investment Plan
Altitude Financial Planning will work with you to identify your financial goals and advise you on the most appropriate strategies to reach these goals.
Ongoing Advice
We know certain factors change over time, from the financial needs of our clients, to legislative changes, economic forecasts and investment returns, and we will work with you to ensure your financial plans are kept up to date in light of such changes.
Regular Communication
We believe it is important to maintain regular contact with our clients so everyone is aware of any key concerns or changes that may affect your financial plan.
Altitude Financial Group’s Financial Planning Team
Authorised Representatives of Securitor Financial Group:
Planning and Administration
Our Financial Planning Partner
Altitude Financial Group is an Authorised Representative and Credit Representative of Securitor Financial Group Ltd
ABN 48 009 189 495
AFSL & ACL 240687
Securitor is a principal member of the Financial Planning Association (FPA) and is a foundation sponsor of the FPA Quality Advice campaign.
Securitor provides dealer services to more than 400 financial advisers across Australia, managing more than $10 billion for over 70,000 clients.
Securitor is a member of the BT Financial Group, a subsidiary of the Westpac Banking Corporation Group of Companies.
The information contained on this website is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek the appropriate financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.
|
