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.C
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.
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.