Our clients are entrepreneurs in their business and personal worlds. To make them successful, our advisers need to think and act like entrepreneurs too. That’s why our accountants and financial advisers are called client advisers – it’s to help our clients by taking the time to understand their business and advise them, from the inside out.
Every entrepreneur needs a strong foundation in their chosen area. You’ll develop your technical skills through your undergraduate degree, the CA program, MBA or other training you may pursue. We will further develop your technical skills through in-house training, coaching and development, especially from working with our clients, right from day one.
Altus Financial was created 25 years ago to make a real difference to our clients’ financial outcomes. Our role as a trusted adviser is to help guide our clients towards a successful financial future, while protecting the financial worlds they have built.
Our philosophy has always been to work in an integrated way with our clients, delivering both accounting and wealth management advice.
This is because it’s important that the people IN our clients’ businesses have the right advice too.
To be this trusted guide and guardian at Altus, you need to understand business and personal worlds. We will teach you. From day one, you will analyse and review our clients’ business and personal areas to help them plan, build, organise, manage, grow and protect their worlds.
Advising clients is not all celebrations. As a trusted adviser, you are helping them in some of the most challenging and emotional times in their lives – such as helping with a divorce property settlement, or closing a much-loved business.
We will help you develop the interpersonal skills you need so that clients trust you – so you can talk to clients, influence their world, negotiate deals, mediation, and even crisis management.
Clients want a relationship with their adviser. They want to hear the advice they need, because it’s in their best interest. We’ll help you to be become a trusted adviser, so that when anything changes in their world, we are the first people they think to ask for assistance. If we can do that, we truly are a trusted adviser
Technology is at the front of our clients’ worlds, so it’s at the front of ours. You’ll need to understand our clients’ technological needs and challenges, even advise them on it. We use the best technology, systems and outsourcing options ourselves to deliver our client advice - paperless, cloud-based and integrated - so you will too.
Advisers have a strong commitment to their professional integrity as well as an appreciation for how business decisions affect financial performance. Advisers can also lead, because they are people who can help sway decisions by working as a team to achieve a common goal.
There are too many people that just go with the flow. A leader can listen to everyone around them, see the various perspectives, learn from each other and put it all into context of the situation in front of them. And have the courage to stand up for their views.
As a new adviser, we’ll work with you to develop your leadership skills every day through our structured training programs, your client work, and your internal relationships.
Working well with others, sharing in the highs and lows, helping others grow and leading others to success is immensely satisfying. We will provide you with this environment, and as a self-motivated adviser, you will want to participate in the collaboration too.
We want you to contribute to Altus in every way – how we deliver our client services, social ideas, charities to help, technology and systems to use – from day one, everything is in your area of influence.
Not only do you want success in your professional life, but also in your personal world. We have a supportive culture so you can manage your work, study, social and family commitments. Many of our staff have flexible working arrangements like part time hours, varied start times, study leave and remuneration etc.
We also support our advisers to develop their career through regular performance conversations, our mentee program, and structured personal development training. We want you to give you the personal and interpersonal skills to take into any area of your life.