How we help our customers

Find out how we saved a new client over $3000 per year in fees and charges on their retirement investments.

Unfortunately this is a common problem that we encounter frequently. The clients already had a relationship with a financial planner that operated within their accountant practice and had been with them for several years since retiring.

The basis to how we saved these clients fees was due to the platform and products used by their current planner. The clients investments where in an outdated platform and products that where charging above market prices for their services.

It is Altitude Wealth Solutions charter to always ensure that we are delivering value to our clients through making available the most up to date platforms and products. We predominantly use wholesale product solutions which in turn delivers the best value for money for our clients.

If you have a financial plan in place and are uncertain if you are receive the best value for money then give us a call and we will be only too happy to provide an obligation free appointment to advise you to whether there are better solutions available for your circumstances. In many cases we may be able to provide you with enough relevant information to go back to your existing planner and ask them to why they are not utilising the cheaper alternatives for your investments.

To book an obligation free review of your financial circumstances please click contact us below and select the office nearest to you.

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Past performance is not a reliable indicator of future performance. The information and any advice in this publication does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. This article may contain material provided directly by third parties and is given in good faith and has been derived from sources believed to be reliable but has not been independently verified. It is important that your personal circumstances are taken into account before making any financial decision and we recommend you seek detailed and specific advice from a suitably qualified adviser before acting on any information or advice in this publication. Any taxation position described in this publication is general and should only be used as a guide. It does not constitute tax advice and is based on current laws and our interpretation. You should consult a registered tax agent for specific tax advice on your circumstances.