Creating wealth and providing a secure financial situation for you and your family involves more than a one-off investment or financial product purchase. The key is to have a holistic approach that considers all of your financial circumstances and sets a strategy to achieve your goals.
Experienced professionals that work together with your accountant can provide you with advice which considers your whole circumstances and future aspirations. These are all important factors when it comes to helping you achieve your financial freedom.
PT Partners is proud to introduce Altitude Financial Planning.
Located at Springwood, only a few blocks from PT Partners, the Altitude team have a client focus that has seen them awarded the Queensland Practice of the Year by the dealer group, Securitor.
Altitude Financial Planning can assist with:
PT Partners and Altitude work hand-in-hand to ensure that you are receiving a total and integrated service across both the accounting and financial planning functions.
Simply talk to your PT Partners advisor and they will arrange a complementary, no-obligation meeting with Altitude Financial Group director, Adam Hurwood.
This meeting will take place at our offices and your PT Partners accountant will be present at the meeting to pass on any key information to assist the process (also at no cost to you).
Altitude Financial Planning is a Corporate Authorised Representative and Credit Representative of Securitor Financial Group Ltd (ABN 48 009 189 495 ; AFSL & ACL 240687) and provides financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice. Securitor is a member of the BT Financial Group, a subsidiary of the Westpac Banking Corporation Group of Companies.
Your Adviser may recommend services through Altitude Financial Planning or PT Partners which are each separate businesses. Each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice and/or credit activities provided by Altitude Financial Planning.
The information contained on this website is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek the appropriate financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.
The logo of Securitor is: