George Maris

Our Vision

Altitude Wealth Solutions empowers individuals and families to achieve financial security and a comfortable retirement. We provide comprehensive wealth management services, tailored to each client's unique goals and circumstances.

Our Values

Our core values guide our actions and decisions:

• Accountability: We take full responsibility for our actions and client outcomes.
• Respect: We treat every client with dignity and integrity.
• Ethics: We prioritize honesty and transparency in all our interactions.
• Perseverance: We are dedicated to supporting clients throughout their financial journey.

Who We Are

Altitude Wealth Solutions is a team of experienced financial professionals with extensive knowledge and expertise in:

• Retirement Planning:
• Centrelink Support Services
• Superannuation & Annuities
• Income Protection & Centrelink Support
• Wealth Management:
• Business Succession Planning & Taxation Planning & Wealth Creation
• Aged Care & Estate Planning:
• Estate Planning & Redundancy Solutions

What Sets Us Apart

We believe in:

• Client-centric approach: We work in close partnership with clients to understand their individual goals and aspirations.
• Tailored solutions: We leverage our expertise to create bespoke financial plans that align with each client's unique needs.
• Transparency & communication: We provide clear and regular updates throughout the planning and implementation process.

Our Services

Our comprehensive range of services include:

• Retirement Planning: Ensuring a comfortable and secure retirement by optimising superannuation, managing investments, and planning income generation.
• Wealth Management: Developing and implementing strategies to build and protect wealth through strategic investments, business succession planning, and taxation planning.
• Aged Care & Estate Planning: Creating robust estate plans and addressing potential care needs in later life.
• Centrelink Support Services: Assisting individuals to navigate the complexities of the Centrelink system and ensure they receive the benefits they are entitled to.

Our Commitment

Altitude Wealth Solutions is committed to providing exceptional client service and delivering measurable results. We are dedicated to helping our clients achieve financial security, peace of mind, and a prosperous future.