Like many lawyers, my wife and I were working towards becoming partners in the law firm we were working at. We also wanted to have children and we were wondering “how are we going to do it all?” Being a busy professional, working out the logistics of having kids AND being partners in a law firm, we didn’t want to spend much time on tax, our accounts and the rest of our financial world.
Typically, the risk mitigation of being partners of a Law firm means you have unlimited liability. For my wife and I, it was important to set up a trust structure as soon as possible. It wasn’t a conventional set up at the time.
We wanted to build some assets that we were protected. We wanted to ensure that if we were sued next week, there would be enough to support our children.
It worked perfectly to go to Altus.C
I’ve watched Altus mature and develop over the 18 years I’ve been with them and I’ve been nothing short of impressed and delighted. When I go to networking events that Altus hosts and I see clients that I’ve recommended from years ago, and they’re still there – that’s really encouraging.
Working with Altus is always very easy, I’m asking Roy and the team to do something I don’t want to do.
Altus has always been seamless in the delivery of their services (although I know there’s a lot of work in the background) but it has always been a very “no drama” experience.
Roy and the team have taught us to plan and create goals. My wife and I didn’t come from money - we came from modest families with modest financial objectives. We learnt as we went along the benefits of goal setting.
The planning side was always tailored to us. The team listened to us. It was an educational process for us – very interactive.
When I recommend Altus, I tell people that if you’re a busy professional and you’re not really a numbers person - then Altus is for you.