I find Bruce to be very helpful. He has a keen insight into the market and to my circumstances and is able to advise me in a knowledgeable and understandable way. I would highly recommend him and already have to several of my friends.
Bruce ia a good strategic thinker, as well as being of uquestionable ethical and professional standards.
Bruce has been our Adviser for more than a decade. We have found him to be reliable and, above all, trustworthy with our investments. In our opinion, his patience, sincerity and deep knowledge are his hallmarks. We would not hesitate to recommend Bruce as a Financial Adviser.
We had a relationship with another Financial Planning Practice for several years prior to making the decision to see what service Altitude Wealth Solutions and Cori Fisher could provide. I didn’t have any major issues with my past planner, mainly because I didn’t really understand what true relationship managed planning was. Since meeting with Altitude I have now transferred all my funds to their practice and Cori and the team keep in touch on a regular and proactive basis.
Now do I not only receiving far better service but the transfer has also saved me several thousand dollars a year in platform and advisor fees. Just goes to show that over time things change and if you are not testing what you have in the market you may not be receiving the best on offer.
I would highly recommend The Altitude Team and Cori Fisher to any investor that is looking for a second opinion and quality relationship based advice.
Graeme and Robyn Lederhose (Pre Retirees) Mt Warren Park
I had never considered changing my financial planning solution as my accountant has always looked after this part of my finances. But since I’ve become a client of Altitude Wealth Solutions I haven’t looked back. Right from the start, I knew my Financial Planner was as passionate about my finances as I was about golf. Altitude have also been a great supporter of our club ever since.
We discussed my investments extensively during our reviews, catch up regularly and the best part… a round of golf afterwards!
Gary Burmester PGA Golf Professional, 2012 QLD PGA Club Professional of the Year
When I was made redundant from my long time employer I really needed to find an organisation that would spend the time to explain the best options and outcomes for me. Altitude did this and my investments have only grown since their involvement. I frequently recommend the team from Altitude when my friends or associates are in need of quality easy to understand advice.
Kev Megee Meadowbrook
I was referred to Altitude Wealth Solutions from a friend that already had their investment managed by them. I like the fact that I see them both on a regular basis through golf, as this gives me comfort that they are always around to assist with the smallest of queries.
"I have been a client of Chris Brown since 2011, and have been very happy with his recommendations. I found it easy to discuss my personal circumstances with Chris and he modified my financial plan according to my needs. I would be more than happy to recommend Chris to others.
Louise 50 and beyond
"I highly recommend Chris Brown to take you on the easy journey to savings and advice towards and through your retirement. Chris has taken all the stress out of the journey to retirement for me with his great knowledge of the industry and understanding of the person he is dealing with."
Robert age 56 - 65 years
I have had Financial Planning Services, with other organisations in the past, however, the advice and service I have received from Nicholas Bollaert has greatly exceeded my expectations. Nicholas, has very good financial knowledge base , is very thorough and attention to details. Nicholas explains details in easy to understand concepts. Nicholas is always easy to contact either by email or phone, and gets back to me in a really reasonable time frame. I am very happy and confident that my financial planning into the future and for retirement is in very good hands. I would and have recommended Nicholas to my family and friends.
Altitude Wealth Solution is a Corporate Authorised Representative of Viridian Select Pty Ltd, ABN
41 621 447 345, AFSL 515762. This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information consider its appropriateness, having regard to your objectives, financial situation and needs.
Altitude Wealth Solutions Advisers are authorised representatives of Magnitude Group Pty Ltd. Magnitude Group Pty Ltd ABN 54 086 266 202 operates under Australian Financial Services Licence No. 221557, and is a part of the BT and Westpac groups. General advice and general educational information on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness to your objectives, financial situation and needs. By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website.