“When it came time to retire, Rod advised me through this and it was an easy transition. All the right steps were done appropriately, professionally and quickly.”

About Ken

Ken is now a retiree. Previously, Ken was a Senior Executive at a pharmaceutical company. 

Ken has been retired for approximately 10 years, and has been a client for approximately 14 years.

Their Challenges

I was working overseas as an expatriate and was looking for an adviser here in Australia. I didn’t have a personal accountant as the company I was working for handled all that for me. I was looking for an adviser who could act independently.

When I was working abroad, the superannuation and tax environment was evolving very rapidly and so were the changes to the tax law. When you’re 12 thousand miles away, it’s very difficult to stay abreast of the Superannuation and Tax environment, especially 15 years ago.

I needed an adviser who I could rely on and turn to and that’s why I chose Rod and the Altus team.

"Apart from the results being achieved, it was really important for Ken to have a 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

The service is more personal at Altus than when you’re dealing with large companies. Rod and his team were always good at following up and being proactive.

Rod was on top of it at all times and he gave me good advice. When it came time to retire, Rod advised me through this and it was an easy transition. All the right steps were done appropriately, professionally and quickly.

Altus works very hard to understand what you want and there’s good documentation and processes around your goal setting. They’re very responsive and they don’t push particular investment products. They present various options to me. If I come in with options, they’ll research these for me too. The communication is very good and I’ve come to rely on them very heavily in terms of what they’re recommending.

How we helped

We sat down together and built goals for me to achieve. We looked at growth strategies, balanced approaches and defensive strategies and we agreed on the best strategy. We changed our approaches over time but there were always options available depending on what I wanted to do.

Altus helped me achieve my goals of retirement.

They achieved this by having good people and by clearly understanding what my needs were. I have a certain lifestyle and Altus understands and recognises it.

Rod helped facilitate my plan for my estate and determine my wishes and put it all in place. I even nominated Rod as one of the executors of my will. I did this because he truly understands exactly what my thinking is and what my intentions are.