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    SERVICES

    What We Do

    Altus is financial guidance without jargon, doublespeak or fine print. Whether you’re looking to protect your personal wealth or grow your business, you’ll get expert award-winning advice delivered in your language.

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    DONE DIFFERENTLY

    What Makes Us Tick?

    Integrated Advice

    Advice without context is to turn off your life GPS. We address your entire financial world and guide you toward your goals.

    Refreshingly Transparent

    Clear processes and open communication, we tell it like it is.

    The Latest Strategies

    Resting on our laurels isn’t in our DNA because great work doesn’t happen by accident.

    Real Experience

    We are an award winning multi-disciplinary team with over 30 year of class leading business and financial advice.

    Thinking Differently

    Why follow in the footsteps of other firms when a better path so clearly exists?
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    OUR PEOPLE

    Difference Makers

    While our work speaks for itself, the good we do and the passions we pursue tell the story behind the lasting impact we as individuals are driven to create.

    View Our Team

    Jeremy D'Cruz

    SENIOR CLIENT ADVISER/ANGLER
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    Jeremy thrives on achieving the best results for his clients. Together with his team, he delivers a range of services so they can achieve their business and personal goals.

    Jeremy D'Cruz

    SENIOR CLIENT ADVISER/ANGLER
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    Kimberley Fendler

    SENIOR CLIENT ADVISER / OUTDOOR ENTHUSIAST
    Kimberley Fendler

    Kim has over 8 years experience working with a wide range of clients. Her expertise lies in assisting them meet their tax, compliance and accounting needs as well as implementing cloud accounting solutions and tax planning strategies.

    Kimberley Fendler

    SENIOR CLIENT ADVISER / OUTDOOR ENTHUSIAST
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    Sam Byrne

    DIRECTOR/DIY WEEKEND WARRIOR
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    As an Associate Adviser, Sam works with Principal Client Advisers in all facets of the advice process from meeting with clients to determine their goals, through to strategy formulation to determine how best to achieve them.

    Sam Byrne

    DIRECTOR/DIY WEEKEND WARRIOR
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    Mandie Hall

    HEAD OF PEOPLE & CULTURE/TENNIS FAN
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    Mandie has headed up Altus’ People & Culture for 6 years and is excited for the next 20! Her dedication to creating a workplace of both individual and business excellence makes for great opportunities and culture for both the business and everyone at Altus.

    Mandie Hall

    HEAD OF PEOPLE & CULTURE/TENNIS FAN
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    PEOPLE-FIRST

    A Peek Inside the Altus Culture

    Altus Gives

    We’re just getting started but our sleeves are rolled up, and we’re excited to move forward together.

    We have a spirit of giving, and a united purpose of getting actively involved in the community, something beyond a donation of money as it gives that something extra to those in need.

    Thinking Differently

    We take great pride in providing a progressive workplace. We continually deliver quality advice to our clients and constantly strive to improve our offering. This dynamic environment means that there are always exciting new opportunities to be proactive and advance your career.
    NICE WORDS. KIND PEOPLE

    "Altus were always very clear that their role as an outsourced CFO wouldn’t be forever and that it was their objective to render themselves redundant, which I have always respected. Many service providers do everything they can to ensure that their services will never be replaceable, where Altus did quite the opposite. When I stop and reflect, even I shake my head to think that we went from zero to over $30M in revenue with no external funding in less-than 5 years. There were times during this period that I genuinely believe your advice and perspective were material in keeping the wheels on, despite how wobbly they occasionally got.”

    Kai L
    Retail & eCommerce Logistics Industry

    “Outsourcing our CFO role to Altus gives us peace of mind knowing that our financials are well-managed and we have professional advice at our finger-tips. Our Altus team are responsive and accessible, they know our business well and have consistently supported us throughout our business journey.”

    Chantal B
    Dental Industry

    “My husband and I have been clients of Matthew Smith and his team since 2001. His expertise and honesty in all his dealings with us have been exceptional. To have a financial adviser who’s advice you can trust is truly special. All the staff at Altus Financial have always been most welcoming, so my visits are a pleasure. Thank you for your ongoing care.”

    Joan B
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    Altus Financial Award Winning Advice

    © 2019 Altus Financial, All rights reserved.

    Rod Dickinson, Matthew W.B. Smith, Adam Montana, Altus Financial Pty Limited (ABN 62 081 162 843) are Authorised Representatives of Apogee Financial Planning Limited. (ABN 28 056 426 932), an Australian Financial Services Licensee (AFSL no. 230689) with registered offices at 105-153 Miller Street, North Sydney, NSW 2060 and a member of the National Australia group of companies. Products and services offered by Altus Accounting are not authorised by Apogee Financial Planning. Apogee Financial Planning 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).