Business Details
Your Trusted Partner for Accounting & Wealth Solutions
Altus Financial is a financial advisory firm with over 30 years of experience in providing holistic business and financial advice. Our multi-disciplinary team delivers integrated solutions tailored to both individual and business clients, combining deep industry expertise with a commitment to transparency and innovation. We prioritise understanding our clients' unique needs to guide them toward their financial goals while maintaining clear communication and ethical standards.Our services span accounting, wealth management, taxation, and business advisory, supported by a team of award-winning professionals dedicated to client success. With a focus on continuous improvement and client-centric outcomes, we aim to simplify complex financial landscapes and build lasting relationships grounded in trust and expertise.
Services
Accounting Compliance
Business Advisory
Taxation Services
Wealth Management
CFO Services
Superannuation Planning
Estate Planning
Investment Strategy
Corporate Advisory
Lending Solutions
Highlights and features
- We offer over 30 years of class-leading holistic financial advisory experience.
- Our integrated advice addresses your entire financial ecosystem comprehensively.
- We maintain transparent processes and open communication with all clients.
- Our team implements cutting-edge strategies for evolving financial landscapes.
- We've earned four coveted Australian Accounting Awards for service excellence.
Associations and certifications
- Australian Financial Services Licensee (AFSL no. 520266)
What people say
Award-winning advice
Responsive and accessible
Professional and thorough
Client-centric focus
Strategic business guidance
Services
Wealth Management
Our wealth management services provide personalised strategies for asset growth and preservation. We help clients navigate investment decisions, retirement planning, and estate management while considering their unique financial circumstances. With a focus on long-term wealth creation, our advisors deliver tailored solutions that align with individual goals and risk profiles. This service combines technical expertise with ongoing support to optimise financial outcomes.
Accounting Compliance
We offer comprehensive accounting and compliance solutions to ensure businesses meet regulatory requirements. Our services include financial statement preparation, tax compliance, and audit support. By maintaining accurate records and proactive compliance strategies, we help businesses avoid penalties while optimising their financial position. Our team works closely with clients to simplify complex accounting processes.
Business Advisory
Our business advisory services provide strategic guidance for operational growth and financial management. We assist with cash flow management, business planning, and organisational design to enhance performance. By offering outsourced CFO capabilities, we help businesses access expert financial leadership without full-time costs. Our approach focuses on delivering actionable insights for sustainable growth.
Taxation Services
We deliver specialised taxation services including strategic planning and compliance support. Our experts help businesses navigate complex tax regulations while identifying legitimate opportunities for tax minimisation. Services cover income tax, GST, payroll tax, and international tax considerations. We prioritise proactive planning to ensure compliance while optimising clients' tax positions.
Estate Planning
Our estate planning services help clients prepare for the orderly transfer of assets. We develop comprehensive strategies that address wills, trusts, and succession planning while considering tax implications. By creating clear documentation and contingency plans, we help clients protect their legacies and ensure their wishes are fulfilled. This service combines legal and financial expertise for holistic wealth preservation.
People
Stuart Waugh
Director
With decades of experience optimising business and personal wealth outcomes, Stuart provides strategic accounting and financial advice. He focuses on building long-term client relationships through practical solutions and industry expertise.
Kimberley Fendler
Senior Client Adviser
Kim has 8+ years helping clients meet tax and compliance needs while implementing cloud accounting solutions. She specialises in delivering tailored financial strategies for individuals and small businesses.
Stewart Mortlock
Senior Client Adviser
With 12 years specialising in SMSFs, Stewart helps clients navigate complex superannuation regulations. He focuses on finding optimal outcomes through strategic retirement planning solutions.
Rod Dickinson
Director
Rod combines technical accounting expertise with business advisory services. He works closely with clients to develop growth strategies while maintaining a strong focus on practical financial management.
Paul Conaghan
Director
As a founder with extensive SME advisory experience, Paul provides practical business and taxation advice. He specialises in helping business owners navigate complex financial decisions.
Questions
What accounting services does Altus offer?
We provide financial statements, tax compliance, audit support, corporate secretarial services, and cloud accounting solutions tailored to business needs.
How can Altus help with business growth?
Our business advisory services include cash flow management, strategic planning, organisational design, and outsourced CFO support to drive sustainable growth.
What wealth management solutions are available?
We offer investment strategy, retirement planning, estate management, and superannuation advice to optimise personal wealth outcomes.
Do you provide taxation specialist services?
Yes, we cover income tax, GST, payroll tax, land tax, and international tax compliance with strategic planning opportunities.
How does Altus approach client relationships?
We prioritise understanding client needs through transparent communication and deliver tailored solutions backed by technical expertise and ongoing support.
What experience does the team have?
Our team includes directors with 28+ years industry experience, specialists with 12+ years in SMSFs, and advisers with cloud accounting expertise.
