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GUIDANCE FOR YOUR GAME-CHANGING MOMENTS

Sally Tobin

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    WHO IS

    Sally

    Sally is the Managing Director and Co-Founder of a multi-award winning creative agency. Her business is a shopper marketing, sampling and brand experience agency, passionate about changing the game within the shopper world. Altus Financial helped Sally and her business partner launch the business into the market.

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    Get The Guidance you seek

    Their Challenges

    I was starting a new venture. When I decided I was going to open my own business, I didn’t want to do it without a good adviser. We faced a lot of hurdles in our first year of business. I often wonder where we would have ended up without Scott's advice.

    Previous to this I was pretty terrible at getting my taxes sorted - I was lucky to complete it every year let alone have someone advise me on my financial world. Paperwork is not my forte and I would see a tax accountant once a year and that was it.

    I really didn’t understand the options that were available to me and I didn’t have someone to talk ideas through. I haven’t come from a family who had a lot money to spend and I didn’t have a whole lot of history to go off.

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    “I wouldn’t go anywhere else. Working with Altus is like having a business partner. I have had a great sounding board throughout every step of the business.”

    Sally
    Managing Director of a multi-award winning creative agency
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    Making it all come together

    Their Experience with Altus Financial

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    Working with Altus is like having a business partner. I have had a great sounding board throughout every step of the business.

    We wouldn’t be where we are today if it wasn’t for Scott and the team. He helped me make smart business decisions. Often it wasn’t even a financial decision, but just common sense. 

    Scott has such a rational approach to unplanned situations and makes me realise it’s not so bad. And I think “thank god I spoke to Scott before I made that decision”.

    The team at Altus are also very approachable. They seemed to understand me and what I was trying to achieve very quickly.

    "We were able to instil the confidence in Sally to look after what she does best, while we looked after the financial requirements for her"

    Scott Young
    Altus Director

    How we helped

    Scott and the team have helped me get my agency to where it is today.

    He’s helped me do all the steps you take in a small business as well as understanding ALL the little details about my finances and business world.

    From things like budget planning, monthly analysis of the results of my business, ATO payments, working capital requirements down to growth strategies and sanity checking – Scott’s been there through all of this, at times on a daily basis.

    “We faced a lot of hurdles in our first year of business. I often wonder where we would have ended up without Scott's advice.”

    Sally
    Managing Director of a Creative Agency
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    © 2021 Altus Financial, All rights reserved.

    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).