Business Details
Your Trusted Partner for Wealth Solutions
Altus Financial is a multi-disciplinary team with over 30 years of experience delivering award-winning financial advice. We specialise in wealth management, superannuation, estate planning, and business advisory services, prioritising integrated, context-driven solutions. Our team combines expertise from Big 4 accounting firms and financial planning backgrounds to address clients' holistic financial needs. We operate with transparency, employing the latest strategies to guide individuals and businesses toward their goals.Our commitment to excellence is reflected in a 97% client satisfaction rate and a 15-year average client loyalty period. We focus on creating tailored financial visions, growing client assets, and protecting wealth through uncertainty. With 100+ team members and a 50% female/male staff ratio, we blend youthful innovation with seasoned expertise. Our mission is to make a positive difference in clients' financial outcomes while maintaining a progressive workplace culture.
Services
Wealth Management
Superannuation
Estate Planning
Lending Services
Accounting
Business Advisory
Taxation
Corporate Advisory
Investments
CFO Services
Highlights and features
- Award-winning team with 30+ years of combined financial expertise
- Integrated advice addressing your complete financial ecosystem
- Transparent processes with 97% client satisfaction rating
- Specialised in SMSFs, business performance, and estate planning
- 15-year average client loyalty demonstrates enduring trust
Associations and certifications
- Australian Financial Services Licensee (AFSL no. 520266)
What people say
Exceptional expertise
Trusted advice
Responsive team
Material business support
Pleasurable visits
Services
Wealth Management
Our wealth management services provide personalised strategies to grow and protect your assets. We focus on long-term financial security through diversified investment approaches and risk management. Clients benefit from tailored advice aligned with their life goals and risk tolerance.
Superannuation
Specialised superannuation advice helps maximise retirement savings through strategic contributions and fund selection. We navigate complex regulations to optimise your pension outcomes while minimising tax liabilities. Our approach ensures compliance with evolving industry standards.
Estate Planning
Comprehensive estate planning safeguards your assets and intentions for future generations. We coordinate wills, trusts, and tax strategies to ensure smooth wealth transfer while protecting beneficiaries' interests through legal frameworks.
Business Advisory
Outsourced CFO services deliver strategic financial leadership for growing businesses. We provide cash flow management, tax planning, and growth strategies with a focus on operational efficiency and sustainable profitability for SMEs.
Taxation
Our taxation services ensure regulatory compliance while identifying legitimate savings opportunities. Expertise covers individual tax returns, business tax planning, and cross-border tax implications for international operations.
People
Stuart Waugh
Director
With decades of experience optimising business and personal wealth, Stuart provides strategic accounting advice while maintaining deep client relationships through snow sports hobbies.
Kimberley Fendler
Senior Client Adviser
Over 8 years' experience delivering tax solutions and cloud accounting implementations, with outdoor activities as her personal passion outside client work.
Stewart Mortlock
SMSF Senior Manager
12 years' specialist SMSF experience navigating regulatory changes to achieve optimal retirement outcomes for clients, balancing work with boxing interests.
Rod Dickinson
Director
Combines financial expertise with comic book enthusiasm, specialising in client-focused solutions while enjoying craft beer and vinyl collections.
Julie Azzi
Head of Lending
Credit representative with extensive lending expertise, holding CR No. 366834 while delivering mortgage solutions aligned with client financial goals.
Questions
What financial services does Altus Financial offer?
We provide wealth management, superannuation advice, business advisory services, taxation solutions, estate planning, and lending services tailored to individual and corporate clients.
Are Altus Financial advisors qualified?
Our team includes certified professionals with over 30 years' combined experience, holding relevant Australian Financial Services Licences and credit representative registrations.
How does Altus approach client relationships?
We focus on long-term partnerships through transparent communication, integrated financial strategies, and regular reviews to adapt to changing client circumstances.
Can Altus help with business financial management?
Yes, our outsourced CFO services support business growth through cash flow management, tax planning, and strategic financial advisory tailored to SME needs.
What areas does Altus Financial service?
We primarily serve Sydney and Central Coast clients, with international advisory capabilities through global partner networks for cross-border financial needs.
Reviews (3)
Jackie Booth
May 25, 2018
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Altus are an exceptional team - we have been working with them for years and are very happy with their service!
Peter Neave
Dec 08, 2017
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I was able to obtain income protection and life insurance through Altus Financial at a competitive price. They staff were able to make themselves available to answer questions, relay the options and guide me through obtaining the cover that was right for me. The process was not immediate but it was thorough. Just note - you will need to do a bit of paper work - which seems a little antiquated in this age of modern technology.
Karina Barron
Jul 19, 2015
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The team at Altus provides high levels of advice, clear communication and have helped me achieve my goals.
