Altitude Advice offers a range of financial planning services, to help you prepare for the future and assist you to achieve your lifestyle and financial goals. We are a team of passionate and friendly financial planners who have had many years of experience helping clients in Bendigo and beyond to work towards a secure and prosperous future. Our team can work with you in several key areas including retirement planning, estate planning, superannuation and making sure you have the right level of insurance cover.
Meet Our Experienced Local Financial Advisors
David Richmond
With over 20 years experience as a chartered accountant, David has extensive practical knowledge and the ability to 'think outside the square'. He holds a Bachelor of Business (Accounting and Business Law) and a Diploma of Financial Services (Financial Planning).
David has a passion for helping business owners to run better businesses so that they, their families and the people they work alongside have every opportunity for success. He specialises in business growth, taxation, financial accounting and financial planning.
Luke Broxton
Luke has been in the financial services industry since 1998. He has worked in various administration and management roles across numerous large Australian Superannuation Funds. he has worked as a Financial Planner since 2006 and thoroughly enjoys helping his clients meet their goals and objectives.
Luke's goal is to provide holistic advice to his clients ensuring that they receive the most appropriate strategies and solutions. Luke holds an Advanced Diploma of Financial Services (Financial Planning) through Kaplan education and has RG146 accreditation.
Specialist Financial Planning Advice to Help You Achieve Your Goals
Insurance
Making sure that you have the right level of insurance is vital, because you could be spending a lot of money on a product that is not going to adequately cover you. The fine print and industry jargon on policy documents can be overwhelming to most people, so our years of expertise in this area will help ensure that you make the right selection.
Superannuation
Are you confident that you are going to have enough money to retire on? The bad news is that most people won’t have enough to fund their desired lifestyle in retirement, which is why it’s important to take a look at your superannuation now, and plan for the future. We can help you choose a fund that will optimise your available funds in retirement.
Retirement Planning
Your choice of super fund becomes a significant lifestyle factor once you have stopped working, but retirement planning involves more than just superannuation. We can help you review and decide on the best type of super fund for you, and also assist with issues like investment portfolios, projected income streams, wills and estate planning.
Estate and Succession Planning
Estate and succession planning ensures that your financial interests and assets are distributed according to your wishes. More than that, it also determines who will make decisions on your behalf should you become unable to. It’s vital for experts to put these structures in place on your behalf, for peace of mind and family harmony.
Privacy and Confidentiality
We are very aware of the sensitive nature of your personal information, therefore we have a range of processes in place to ensure the privacy and confidentiality of your details. Trust is very important to us, therefore we will always handle your personal and financial information with the highest levels of security and discretion possible.
A Proven Recipe for Success
Initial Consultation
Our first meeting is all about getting to know each other better. We’ll ask about your business (if you have one) and assess the structures you already have in place for your company or personal finances.
Transfer of Files
Once we’ve agreed to work together we will arrange for your financial details and associated files to be transitioned onto our system. We’ll also arrange for access to your software packages and to the ATO system.
Follow Up Meeting
This is a more in-depth discussion to define your personal and business goals, and discuss how we can help you achieve them. We’ll also drill down into more detail about any specific areas we can assist you with.
Ongoing Management
Once we have your instructions, we’ll get to work, regularly checking in with you to keep you updated as to how everything is progressing. Your feedback is an invaluable part of this relationship-building process.
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Third Process Step Focus on Clients
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Tell Us What the Experience Will Be
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Important Information
Altitude Financial Services Pty Ltd (ABN 95 619 989 749) trading as Altitude Advice is a Corporate Authorised Representative of Akambo Pty Ltd t/a Accountants Private Advice (AFSL no. 322056) ABN 16 123 078 900. Level 14, 379 Collins Street, Melbourne, Victoria 3000.
Financial Services Guide
For more information about our financial services offering please click the following link to download our Financial Services Guide.
DOWNLOAD GUIDE
Privacy Policy
For detailed information about our policies regarding personal and data privacy please click the following link to download our Privacy Policy.
General Disclaimer
Information provided on this website is general in nature and does not constitute financial advice. Altitude Advice will endeavor to update the website as needed. However, information can change without notice and Altitude Advice does not guarantee the accuracy of information on the website, including information provide by third parties, at any particular time.
Every effort has been made to ensure that the information provide is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner or take into account your particular investment objectives, financials situation and individual needs.
Altitude Advice does not give any warranty as to the accuracy, reliability or completeness statute cannot be excluded, Akambo Pty Ltd t/a Accountants Private Advice, its employees and Authorized Representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.