Altitude Advice can help you choose a fund that supports your lifestyle goals in retirement. We know that superannuation is a confusing prospect for many people, and we are passionate about making super more transparent and accessible. With substantial experience in the financial sector, our team can review and recommend from a range of superannuation funds, so you’ll have enough to retire on.
Local Advice to Get the Most Out of Your Superannuation
Choosing a Super Fund
We’ll work with you to review the range of super funds on the market and choose the one that best suits your personal circumstances.
Performance Review
Our team can monitor the performance of your chosen fund and determine whether your current choice will cater for you in retirement.
Self Managed Super
We can help you establish and administer your own self managed super fund, giving you more control over your investments.
A Proven Recipe for Success
Initial Consultation
Our first meeting is all about getting to know each other better. We’ll ask about your business (if you have one) and assess the structures you already have in place for your company or personal finances.
Transfer of Files
Once we’ve agreed to work together we will arrange for your financial details and associated files to be transitioned onto our system. We’ll also arrange for access to your software packages and to the ATO system.
Follow Up Meeting
This is a more in-depth discussion to define your personal and business goals, and discuss how we can help you achieve them. We’ll also drill down into more detail about any specific areas we can assist you with.
Ongoing Management
Once we have your instructions, we’ll get to work, regularly checking in with you to keep you updated as to how everything is progressing. Your feedback is an invaluable part of this relationship-building process.
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Third Process Step Focus on Clients
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Tell Us What the Experience Will Be
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Important Information
Altitude Financial Services Pty Ltd (ABN 95 619 989 749) trading as Altitude Advice is a Corporate Authorised Representative of Akambo Pty Ltd t/a Accountants Private Advice (AFSL no. 322056) ABN 16 123 078 900. Level 14, 379 Collins Street, Melbourne, Victoria 3000
Financial Services Guide
For more information about our financial services offering please click the following link to download our Financial Services Guide.
Privacy Policy
For detailed information about our policies regarding personal and data privacy please click the following link to download our Privacy Policy.
General Disclaimer
Information provided on this website is general in nature and does not constitute financial advice. Altitude Advice will endeavor to update the website as needed. However, information can change without notice and Altitude Advice does not guarantee the accuracy of information on the website, including information provide by third parties, at any particular time.
Every effort has been made to ensure that the information provide is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner or take into account your particular investment objectives, financials situation and individual needs.
Altitude Advice does not give any warranty as to the accuracy, reliability or completeness statute cannot be excluded, Akambo Pty Ltd t/a Accountants Private Advice, its employees and Authorized Representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.