Bespoke Financial Planning
Families
Couples
Retirees
Emerging Professionals
Welcome to Altius Capital.
We believe that “One size never fits all”.
Everyone's financial situation is unique. We’ll help you organise your financial affairs, protect what you have and minimise your fees and taxes. Together we will build your long term wealth, develop your unique life plan and, most importantly, give you peace of mind.
How do we do this?
Superannuation
Cashflow modelling and wealth creation.
Insurance
Protect the most important things in life.
Investment
Portfolio construction and optimisaton.
Planning
Ideas and strategic planning for the future.
It's all about your best interest
We offer you
Control
Know what you are invested in and why.
Transparency
Be able to access your portfolio at any time
Support
All queries, concerns to be addressed within 24 hours where possible
Innovation
Continue to seek new strategies and ideas to maximise your outcome.
Meet your senior financial advisor Bruce Broadbent.
Case Studies
Meet Malcolm
He is a 34 year old single dad with 2 dependant children. We have been advising him for just over 3 years. He has a super fund with a return of 10% per year, insurances to cover his life and income, and a 'low risk' share portfolio that will increase as his children grow. Malcolm needed to be shown how to create a secure financial future.
Meet Jacquie
Jacquie and her husband Antony came to me in 2016. With a property in London and pensions 'stuck' in the UK, these two needed help. The big question was do they continue receiving rent from the UK or sell the UK property and pay-off their mortgage here? We are expert at advising on these types of financial matters.