Altitude Financial Management

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Business Category: Professional Services, Business Advisory Services, Financial Services, Insurance, and Real Estate

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  • Altitude Financial Management is a full-service Financial Planning, Mortgage Consultancy and Tax Advising firm that is located on the North Shore.

    We provide holistic and meaningful advice where our clients need it most. We pride ourselves on our honest and transparent advice to anyone who will accept our professional friendship. Being female, our principal adviser is also committed to helping women and their finances to be just as strong as anyone else.

    We specialise in rapid debt reduction techniques that save years off your mortgage allowing you the financial freedom to live as you like. We have had great success with our clients saving them on average 10+ years off their mortgage representing several hundreds of thousands of dollars. This advice is unique to our practice.

    Our services include:

    • Debt and cashflow management strategies
    • Rapid debt reduction program
    • Full mortgage broking and financing
    • Insurance
    • Superannuation
    • Retirement and Transition to Retirement strategies
    • Estate Planning (including Wills and Power of Attorney)
    • Investment
    • Property investment
    • General insurance
    • Self Managed Super Funds

    We offer complimentary first appointment that also includes a free financial health check to evaluate your opportunities. We hope your best investment in 2018 is to speak with us about your future financial freedom.

    We also are fully specialised to advice medical and allied health professional and the unique challenges that they must plan for.

  • 10% off advice fees until 29th April 2018

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