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Altitude Wealth Solutions

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Trading for 2 years

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About Altitude Wealth Solutions

If you are ready to take control of your financial situation and shape it into a mould that fits your needs, speak to the team at Altitude Wealth Solutions. Based in Emerald, we provide financial and insurance advice to Central and Western Queensland areas. When you seek the expert financial services of the Emerald financial planners at Altitude Wealth Solutions, you will find us friendly and approachable, while offering honest advice on strategies that suit your needs. We have many years of experience dealing with wealth creation tactics, wealth protection and investment portfolios, so speak with us for expert advice. Our Emerald financial office provides advice on areas such as superannuation management and planning, including self managed super funds, investment portfolio advice and financial planning needs. Altitude Wealth Solutions can help you to plan effectively for retirement, no matter what stage of your working career you are in. Some of the other areas we can assist you with include personal insurance planning, including life insurance, managed share portfolios and income protection. Altitude Wealth Solutions is a registered FPA professional practice, which ensures that we demonstrate the highest levels of professionalism and ethics at all times. As fully qualified Emerald financial planners, we understand the risk and uncertainty that many people associate with investments. Altitude Wealth Solutions can assist you in developing a financial program that you feel comfortable with. If you currently have share portfolios or investment platforms and are looking for honest advice on their benefit for you, our staff can assist you.

Products

  • Investment portfolios

  • Managed share portfolios

  • Income protection

  • Life and personal insurance

  • Superannuation

Services

  • Financial planning advice

  • Aged care services

  • Business succession planning

  • Wealth creation strategy planning

  • Advice for self-managed super fund (SMSF) holders

  • Certified financial planner

Reviews

4 rating

2 reviews

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M

Max

7 years ago

Dan was terrific help and assistance to us 18 mths ago, all our investments are now starting to show growth. He is a very knowledgeable person to have a chat to if thinking of investing or your future growth, Highly recommend talking to him.

S

Sandra

8 years ago

Highly Recommend Altitude Wealth Solutions services, they have been very helpful and given myself and my husband great advice and guidance. Have proven to be very effective, and it's well worth giving them a call. I am very happy with the outcomes.

Location

89 Egerton St, Emerald QLD

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Licences

  • CFP

  • FPA

Altitude Wealth Solutions

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