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Welcome back everyone. In the sixth and final part of my blog series, I want to discuss something that affects all of our financial journeys: Superannuation. Perhaps you’re concerned about your retirement savings? Or maybe uncertain about how to make the most .....
Wealth - 2 min read
Welcome to the new financial year. It’s time to embrace what technology can do for us – make our lives easier.
We know you don’t like paperwork. In fact, in our recent client survey 81% of our clients said that they wanted access to their financial world via a client portal. Well ... here’s our new Wealth Management client portal.
Welcome to “Altus Exchange” - a place where your entire financial world comes together, on-line and in real time.
For many investors, paperwork, multiple platforms, multiple accounts and investments can all be overwhelming and it often makes it difficult to see the bigger picture. How do you know where you are going when you can’t see where you are?
One of the biggest frustrations for clients when preparing tax returns and financials comes down to the collection and reporting of data. Altus Exchange can remove that frustration. If you are in control of the data and reporting, your decisions are more informed.
Set your business on the right path with this simple guide.
Make sure you’re on the right track with this online checklist.
Wealth, Strategy, Growth, Investments, Budget - 9 min read
Wealth - 5 min read
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Altus Wealth Pty Limited ABN 55 649 956 212 is an Authorised Representative of Altus Financial Services Pty Ltd ABN 24 637 026 825 an Australian Financial Services Licensee (AFSL no. 520266). Altus Financial Services Pty Ltd 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).
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