1.0ALTUS ONBOARDING
Welcome To The Altus Team
1.1 YOU MADE IT
On behalf of all of us at Altus — welcome! We’re excited to bring on another teammate and to see how your talents will make everything we do that much better. Get excited!
1.2GUIDE AND GUARDIAN
We’re glad you asked. We see our purpose as making a positive difference to our clients’ financial outcomes. To do that, we deliver wide-ranging specialised financial advice that is tailored to every stage of our clients’ financial journey - whether that is as an individual or a business. That’s Guide & Guardian.
We make it our business to understand our clients. To help them create their vision, grow it, focus and manage what matters while always protecting their important assets. We believe in no surprises and real life advice. Some phrases that describe our G & G mantra are:
- To help clients achieve their goals – through the ups & downs of their financial life
- Building long term, highly trusted relationships
- Being approachable, available, empathetic and loyal
- To provide knowledge, strategy and solutions
- Give peace of mind To demystify and make simple
- Drawing from a breadth of experience.
1.3COMPANY VALUES
You caught our eye for many reasons (brains, charm, a rockin’ resume to name a few), but we brought you aboard because we believe you embody our core values.
2.0
Altus and You
We are dedicated to making our clients’ financial future successful. To do this, we need to make you successful. And we love doing both.
3.0
Our EVP
Our EVP is our promise to you, our employees, who are the fuel to our business.
4.0
Expectations of Altus
There is no I in team.
5.0
Our Expectations of You
All businesses have the their own culture - the values, ideas, expectations and beliefs and ours are shared by the staff and managers of Altus.
6.0
Altus Growth Plans
We've got big growth goals
7.0
Integration
Our approach to integration is reflected in every part of the business – our systems, our processes, our organisational structure – it’s all integrated.
8.0
Professional Development
We understand how important professional development is to all of our staff, which is why we enlisted some of the best external services for help.
9.0
Altus Gives
Altus engages in the community in a range of different ways including charitable causes, sporting groups, service providers to the advisory industry and networking groups.
10.0
Who’s Who In The Zoo?
11.0
Business Services Team
Our Business Services Team is comprised of Directors, Client Advisers, Client Managers, Principal Client Advisers, Small Client Team, CSCs (Client Service Coordinators) and our Production Team.
12.0
Wealth Management Team
Our Wealth Management Team is comprised of Directors, Principal Client Advisers, Associate Advisers, Implementation Coordinators and a Production Manager.
13.0
Business Support Team
Our Business Support Team like to think of themselves as your enablers so you can do your job best. We like to think of you as our clients. We're a mix of Reception, Accounts, Operations, HR, and Marketing.
