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Altus Financial Pty Ltd

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Altus Financial Pty Ltd

Overview:

Wondering why you should choose us?

There are many firms that do some of the things we do. But not many that do them all. And very few that share our "why": to be your financial guide and guardian.

We make it our business to understand you. To help you create your vision, grow it, focus and manage what matters while always protecting your financial world.

No surprises. Real life advice.
The success of our firm is dependent on the success of our clients

With over 30 years in the personal financial and SME business advice profession, the Altus brand has emerged as one that is well respected throughout the industry. The leaders of the firm have diverse roots and experience, some beginning their careers in the Big 4 accountancy firms and others from financial planning and business advisory backgrounds.

The idea behind the Altus name was that the Latin word “Altus” literally means “high and deep”. To us, this symbolises the high level of trust, depth and quality of relationship our clients seek and value highly.
Our People

Everyone at Altus is here for a reason

We are extremely selective when it comes to adding people to our team.
We've blended young, savvy business people with seasoned industry experts
who are relentless in their efforts to help others succeed.

History:

THE STORY BEHIND Our Story

With over 30 years in the personal financial and SME business advice profession, the Altus brand has emerged as one that is well respected through the industry. The leaders of the firm have diverse roots and experience, some beginning their careers in the Big 4 accountancy firms and others from financial planning and business advisory backgrounds.

The idea behind the Altus name was that the Latin word “Altus” literally means “high and deep”. To us, this symbolises the high level of trust, depth and quality of relationship our clients seek and value highly.

The purpose of our company is to make a positive difference to our clients’ financial outcomes. To do that we deliver a breadth of specialised financial advice tailored to every stage of our clients’ financial journey - whether that is as an individual or a business.

Since those early days, Altus has gone from strength to strength, regularly appearing on the Australian BRW Top 100 advisers list, remaining true to our core values but constantly refining and modernising our approach.

We always aim to attract the very best professionals. In March 2014, sole practitioner Mark Graham and the staff from MBH Associates joined the Altus team. Previous to this, the teams from PDY and Kidman's also came together and contributed to the quality and breadth of expertise we have today.

Our innovative integrated team approach to client services is based on the understanding that your needs frequently extend beyond tax compliance & accounting to other valuable services such as Wealth Management and Business Performance. Everything you need to guide you toward your financial goals is right here in one place.

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