“There’s been very clear communication, clear plans and we trust them. Certainly, the tax and wealth management services have been effective for us.”

About Ian

Ian is now a retiree. Previously Ian was an Orthopaedic Surgeon and worked with the Australian Orthopaedic association. In his spare time he is doing some political work and a bit of teaching. Ian has been a client for approx. 8 years.

Their Challenges

Prior to joining Altus, my wife and I were using another firm. Their tax services were fine, but the financial advice side of things seemed to be tainted by commissions.

For 10 years our investments made very little progress.

When the dust was settling after having children, we started to look at our finances again and realised that our financial investments weren’t making much money at all. 

"Apart from the results being achieved, it was really important for Ian to have an adviser that he truly trusted in order to have the right advice and insurances in place to achieve his goals."

Their Experience with Altus Financial

It’s been very good - working with Altus has certainly been easier. 

There’s been very clear communication, clear plans and we trust them. Certainly, the tax and wealth management services have been effective for us. 

We had an initial meeting and then a financial plan presented to us that was very detailed and had a number of options involved, so that made it easy to choose what we thought was appropriate at our stage of life.

How we helped

Thanks to the advice from Rod and the team, our investment portfolio has grown significantly since we joined Altus 8 years ago.

When we created the original plan with Rod, one of the goals was to have the option of retirement in 5 years’ time, which Altus has helped us achieve. 

Rod and the team have also been extremely supportive when we made a recent claim through trauma and income protection insurance.

I have had no hesitation in recommending Altus to friends and family, as the communication and support from Rod and his team has been excellent.