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GUIDANCE FOR YOUR GAME-CHANGING MOMENTS

Ian

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    WHO IS

    Ian

    Ian is now a retiree. Previously Ian was an Orthopaedic Surgeon and worked with the Australian Orthopaedic association. In his spare time he is doing some political work and a bit of teaching. Ian has been a client for approx. 8 years.

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    Get The Guidance you seek

    Their Challenges

    Prior to joining Altus, my wife and I were using another firm. Their tax services were fine, but the financial advice side of things seemed to be tainted by commissions.

    For 10 years our investments made very little progress.

    When the dust was settling after having children, we started to look at our finances again and realised that our financial investments weren’t making much money at all.

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    “There’s been very clear communication, clear plans and we trust them. Certainly, the tax and wealth management services have been effective for us.”

    Ian
    Orthopaedic Surgeon
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    Making it all come together

    Their Experience with Altus Financial

    A

    It’s been very good - working with Altus has certainly been easier.

    There’s been very clear communication, clear plans and we trust them. Certainly, the tax and wealth management services have been effective for us.

    We had an initial meeting and then a financial plan presented to us that was very detailed and had a number of options involved, so that made it easy to choose what we thought was appropriate at our stage of life.

    "Apart from the results being achieved, it was really important for Ian to have an adviser that he truly trusted in order to have the right advice and insurances in place to achieve his goals."

    Rod Dickinson
    Altus Director

    How we helped

    Thanks to the advice from Rod and the team, our investment portfolio has grown significantly since we joined Altus 8 years ago.

    When we created the original plan with Rod, one of the goals was to have the option of retirement in 5 years’ time, which Altus has helped us achieve.

    Rod and the team have also been extremely supportive when we made a recent claim through trauma and income protection insurance.

    I have had no hesitation in recommending Altus to friends and family, as the communication and support from Rod and his team has been excellent.

    “I have had no hesitation in recommending Altus to friends and family, as the communication and support from Rod and his team have been excellent.”

    Ian
    Orthopaedic Surgeon
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    Altus Wealth Pty Limited ABN 55 649 956 212 is an Authorised Representative of Altus Financial Services Pty Ltd ABN 24 637 026 825 an Australian Financial Services Licensee (AFSL no. 520266). Altus Financial Services Pty Ltd is not responsible for the advice, products and services provided by Altus Accounting. Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237).