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.
In 2021, we welcomed Goodwin Financial Services into the Altus fold to bolster our Wealth Management division with even more experience and depth. At the same time, we moved to our own Australian Financial Services License, we view this as a significant moment in our history and the start of an exciting chapter in our future.
We’re a financial guide and guardian for our clients. These are the pillars that support that relationship.
You have a financial vision, we have a way to get you there.
Setting you on the growth path toward your goals.
Keeping you focussed on what matters most.
Protecting your assets by managing uncertainty.
Advice without context is to turn off your life GPS. We address your entire financial world and guide you toward your goals.
Clear processes and open communication, we tell it like it is.
Resting on our laurels isn’t in our DNA because great work doesn’t happen by accident.
We are an award winning multi-disciplinary team with over 30 year of class leading business and financial advice.
Why follow in the footsteps of other firms when a better path so clearly exists?
30 years of class leading holistic business and financial advice.
4 coveted Australian Accounting Awards.
97% overall client satisfaction
Macquarie Bank VAN Survey
15 year average client loyalty period
100+ people in the Altus team.
50% female/male staff ratio
1% of profits & time to “Altus Gives” charities
© 2022 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).