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Altitude Wealth Solutions
76 Doggett Street, Newstead, Queensland, Australia
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About Altitude Wealth Solutions
Welcome to Altitude Wealth Solutions, located at 76 Doggett Street in Newstead, Australia. As a leading establishment in the finance industry, we are dedicated to helping individuals and businesses strengthen their financial future and achieve their goals.
Are you preparing to leave the workforce and embark on the next exciting chapter of your life? Our team can help you maximize your superannuation potential, ensuring that you have a solid foundation for your retirement.
For business owners, we understand the importance of succession planning. With our clear and comprehensive strategies, we can help you ensure the future continuity of your business.
If you need assistance with CentreLink to ensure you're receiving all the entitled benefits, we are here to help. Our experienced professionals will guide you through the process and ensure that you are accessing the support you deserve.
Effective taxation planning is crucial for building wealth faster. Our team can provide you with expert advice to optimize your tax strategy and secure a prosperous financial future.
We understand that ensuring your financial assets end up in the right hands at the right time is of utmost importance. With our meticulous planning and attention to detail, we can help you navigate the complexities of estate planning with minimum fuss.
Experiencing redundancy can be a life-changing event. Our team will work with you to strengthen your position and minimize the impact, providing you with the support and guidance you need during this transition.
We also recognize the needs of our elderly community members. We offer access to assistance and support to ensure they can navigate their financial journey with confidence and peace of mind.
Our lead financial planner, with extensive experience in the industry, is based in our Newstead office. Having previously held senior positions in major Australian companies, including Westpac, he has a proven track record of providing excellent client service and advice.
With a holistic approach to financial planning, our team tailors their advice to each individual client, helping them achieve their unique goals and objectives. Through ongoing service and regular reviews, we ensure that our clients can monitor and enhance their plans to stay on track.
Our expertise lies in investments, superannuation, and asset protection strategies. We specialize in retirement income, retirement planning, wealth creation, company executives, and self-managed superannuation funds. Our focus on portfolio construction allows us to deliver maximum performance through all investment cycles.
Beyond our dedication to financial planning, our lead planner is a family-oriented individual who enjoys spending time with his two children. He also has a passion for boating, water sports, and golf. Additionally, he serves on the board of the Coen Ashton Foundation, a charity dedicated to Cystic Fibrosis awareness and organ donation.
Rest assured that you are in capable hands with our Certified Financial Planner™ or CFP® Practitioner, who holds a Bachelor of Business Degree, a Graduate Diploma in Applied Finance and Investment, as well as a Masters of Business Administration.
At Altitude Wealth Solutions, we believe that the right help can make all the difference in reaching your retirement goals. We are here to share our knowledge and expertise with you, helping you create a strategic plan that will get you closer to your goals sooner.
Visit us at Unit 14/76 Doggett Street, Newstead, Queensland 4006 or call us at 07 3358 6488 to schedule a consultation. Altitude Wealth Solutions operates under Australian Financial Services Licence No. 511301.
Please note that the general advice and educational information provided on our website has been prepared without considering your specific objectives, financial situation, or needs. It is important to consider the appropriateness of our advice to your individual circumstances before taking any action.
By accessing and viewing our website, you agree to be bound by our Terms and Conditions. For more information, please refer to our Public Complaints Policy and Privacy Policy.
Unit 14/76 Doggett St, Newstead QLD 4006, Australia
Opening hours of Altitude Wealth Solutions
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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