Good to Great: How to Scale With an Outsourced CFO

Your financial picture just got clearer

Welcome to the new financial year. It’s time to embrace what technology can do for us – make our lives easier.

We know you don’t like paperwork. In fact, in our recent client survey 81% of our clients said that they wanted access to their financial world via a client portal. Well ... here’s our new Wealth Management client portal.

Welcome to “Altus Exchange” - a place where your entire financial world comes together, on-line and in real time.

For many investors, paperwork, multiple platforms, multiple accounts and investments can all be overwhelming and it often makes it difficult to see the bigger picture. How do you know where you are going when you can’t see where you are?

Who can benefit:

• Anyone with a self-managed superannuation fund;
• Investors with more than a handful of separate investments;
• Busy business owners or time poor individuals wanting to take control of their personal financial worlds;
• Investors seeking a modern financial solution.

Benefits to you:

• VIEW a consolidated picture of your assets and liabilities;
• TRANSACT on your investments;
• ADMINISTER your investments;
• REMOVE data collection hassles;
• FACILITATE the delivery of timely advice and dialogue with your Altus Adviser.

One of the biggest frustrations for clients when preparing tax returns and financials comes down to the collection and reporting of data. Altus Exchange can remove that frustration. If you are in control of the data and reporting, your decisions are more informed.