Wealth - 5 min read
As your hard work pays off and you begin to accumulate substantial assets, it’s time to start thinking about how to protect those assets from the unpredictable hazards of life. Storms can damage properties, and market downturns can affect stocks. While some losses may be inevitable, there are many strategies you can use to minimise your risk and protect your assets.
For example, our financial advisers may suggest a variety of options to ensure your peace of mind. Strategies may include income protection, other personal insurances, entity structuring, business succession or estate planning. Depending on your unique circumstances, some or all of these strategies may be used to protect your assets through the uncertainty of life.
Matt is a tireless, results driven adviser with a passion for collaborating with clients to help them make optimal financial decisions. Focussed on a seamless alignment between aspirations and strategy, Matt’s purpose for being professionally is to deliver peace of mind that financial decisions made now are supportive of a successful financial future for his clients.
Matt’s obsessive focus on being the best you can be extends to his personal pursuits. Finding the perfect wave, running a PB or skiing an unblemished run are always at the forefront of his mind. That being said, his overriding reason for being is to be a caring and kind father to Harry and Isabella and a thoughtful and compassionate husband to Elly.
Making complex situations simple and understandable, and seeing clients meet long term goals is where Rod gets the most professional satisfaction.
Rod enjoys surfing and playing golf (poorly) when he can. He looks forward to a yearly trip to Indonesia where he can escape from emails and search for uncrowded perfect waves.
Adam believes the secret to getting ahead is getting started. Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.
In his free time, you can find Adam running and pedalling his way across Sydney and telling dad jokes to his two little ones that are so bad you'll cry/laugh.
Matt is a tireless, results driven adviser with a passion for collaborating with clients to help them make optimal financial decisions. Focussed on a seamless alignment between aspirations and strategy, Matt’s purpose for being professionally is to deliver peace of mind that financial decisions made now are supportive of a successful financial future for his clients.
Making complex situations simple and understandable, and seeing clients meet long term goals is where Rod gets the most professional satisfaction.
Adam believes the secret to getting ahead is getting started. Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.
Wealth - 5 min read
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Rod Dickinson, Matthew W.B. Smith, Adam Montana, Karen Doutty, 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).