Altitude Wealth Management in Townsville, Queensland | Financial planner

Altitude Wealth Management

Locality: Townsville, Queensland

Phone: +61 7 4753 5777

Address: 11 Ross River Rd, Mysterton 4812 Townsville, QLD, Australia

Website: http://www.altitudewm.com.au

Likes: 355

Add/Update information

Reviews

Tags

• Investing service
• Financial planner

25.01.2022 The federal election has been called for May 18 and both major parties have outlined their superannuation and tax policies. With the federal election only weeks away many of our clients have been asking what the major political parties policies are that may impact their SMSF, individual taxation circumstances or personal investments. If you would like more information on a particular policy announcement, please do not hesitate to contact our office to set up a time to discuss any requirements you may have.

25.01.2022 Saving money has never been easier. Head over to our website to see these 5 simple and easy tips to save your money.

24.01.2022 Weve put together some helpful tips to get you well prepared for the end of financial year. If youd like to discuss any of these strategies, please contact Dennis or Mark on 07 47535777 or email us your questions on [email protected]. Feel free to share or comment. Enjoy your Easter break.

24.01.2022 Wishing everyone a healthy and prosperous new year.

23.01.2022 September’s market action was in clear contrast to the previous month. August’s concerns about global growth, trade wars and geo-politics gave way to a somewhat more optimistic mood in which the relative performance of key asset classes was reversed. To read more please click the link below.

23.01.2022 November was a good month for equity markets as the broad risk-on theme continued. Both the local and US equity markets reached new highs. In contrast, the performance of bond markets was mixed, especially for the global bond markets. To read more on the November Economic Snap shot please click the link below.

20.01.2022 Hoping everyone had a relaxing break and is feeling refreshed! Our team is now back from holidays and is ready for 2019. If you have any questions regarding your financial plans in 2019 please contact our office on 4753 5777 or email [email protected] We look forward to catching up with you again soon.

20.01.2022 Here's a great fact sheet providing you with important information regarding the Department of Human Services contacting customers on claiming their medicare benefits.

19.01.2022 Fun Fact Friday: Heres your second thought provoking words of wisdom from Warren Buffet. Enjoy your weekend everyone!

19.01.2022 When did you last review your SMSF’s investment strategy? Are you aware that the Australian Tax Office (ATO) has issued letters to nearly 18,000 SMSF trustees as part of a campaign to ensure trustees are aware of their investment obligations? Click on the link below to keep reading.

17.01.2022 Our office is now back open for businessOur office is now back open for business

15.01.2022 Your income is your most valuable asset and without it, paying for anything else becomes impossible. Income Protection is tax deductible and may cost less than you expect. Why not seek some advice around how you could protect your income and families in the event of sickness, accident or injury?

15.01.2022 How is this form of marketing still allowed in todays environment? Trying to sell the product by offering qantas points without taking into consideration the clients needs, goals or objectives. How is best interest duty met Australian Super? Please explain?

14.01.2022 Click the link below to read the August Economic Snapshot.

14.01.2022 Please be advised that our office is CLOSED. We have no power or phones. If anything is urgent please email our officePlease be advised that our office is CLOSED. We have no power or phones. If anything is urgent please email our office

14.01.2022 No job too big or small for our Jo!

12.01.2022 Not only is diversification of your investment assets important but also diversifying income. Have you created a second source of income?

11.01.2022 Our power is back on! If tried to call and couldnt reach us please call again. PH: 4753 5777

10.01.2022 Click the link below to read the Economic Snapshot of July.

09.01.2022 After starting October on a cautious note, markets became a little more optimistic about global economic conditions as the month progressed. Click on the link below to keep reading.

08.01.2022 Happy 12th Birthday Altitude Wealth Management.Happy 12th Birthday Altitude Wealth Management.

08.01.2022 The Coalition Government has been re-elected in the 2019 Federal Election, with a small majority of seats in the House of Representatives, after taking a policy of stability for superannuation to the election. https://www.altitudewm.com.au/the-coalition-wins-a-third-t/

07.01.2022 Good Morning Everyone We are currently experiencing a planned power outage which will last till 2pm. As a result we have no access to our phones.

07.01.2022 Today Warren Buffett gives us a simple but an effective piece of advice. Creating and managing your budget is the foundation for long term wealth creation. More importantly it is there to ensure you have an accurate way of reconciling your expenses against your budget each month. There are some simple and cost-effective programs/apps available today that can assist you using data feeds from your accounts and credit cards. Unless you are reconciling your REAL expenses agains...t your budget, your budget becomes what youd like it to be rather than what it really is. Its also a great way to quickly identify areas of leakage i.e. coffee, takeaways or groceries. Have a great weekend and comment below if youd like some help finding a budgeting tool.

06.01.2022 URGENT ACTION REQUIRED BY INJURED OR UNWELL PEOPLE - Australian Government cancels superannuation insurances from 1 July 2019 The Australian Government have... changed the law regarding insurance policies held within superannuation accounts. If you currently hold insurances in superannuation funds which have been inactive for 16 months of more, the change of law means that the insurance policies will be automatically cancelled as of 1 July 2019 unless you actively inform your superannuation fund that you wish to maintain the policies. This includes policies for total and permanent disablement (TPD), death, terminal illness and other policies. An inactive policy is one where payments have not been made to the fund for 16 months. This could happen if you have superannuation policies from previous employers or you have been unable to work. For injured or unwell people, this could mean that you lose a right to make an insurance claim for TPD, death, terminal illness and other claims. This post is not legal advice and does not comprehensively state the legal position. If you are an injured or unwell person and hold superannuation funds, please contact us for advice about what to do. We have a team of experienced insurance and TPD lawyers who are able to provide urgent and tailored advice to you. If you do not act before 1 July 2019, you could lose substantial rights. https://purcelltaylor.com.au//superannuation-and-tpd-clai/

06.01.2022 If you ever wanted to understand the basics of investing in Bonds, watch this 5-minute video from our partners at PIMCO. As always, if you had any specific questions, please don't hesitate to contact our advisers at AWM on 07 47535777

05.01.2022 Tailored financial services that help clients achieve greater financial positions on the journey to retirement.

05.01.2022 Just wanting to notify our clients that we are currently experiencing a power outage and as a result our phone lines are down. We will let you know when we are reconnected.

04.01.2022 When did you last review your SMSFs investment strategy? Are you aware that the Australian Tax Office (ATO) has issued letters to nearly 18,000 SMSF trustees as part of a campaign to ensure trustees are aware of their investment obligations? Click on the link below to keep reading.

03.01.2022 Merry Christmas & Happy New Year From all the staff here at Altitude Wealth Management The office will be closed from... Friday 20th December 3pm till Monday 6th January 8:30am We look forward to seeing you In the New Year!

01.01.2022 A piece of Wisdom from super coach Warren Buffet. Buffet is the greatest stock market investor of our time. Stay posted to see more insights from Buffet every Friday.

01.01.2022 We all live in hope that when we pass, were not forgotten. Wed also like to believe that the money weve worked so hard for will help to give our kids and grandkids a better life.But for those who dont have a plan in place, and would rather leave this to chance, there is a risk that your wishes may not come true. These four estate planning strategies will help you ensure your beneficiaries are looked after long after youve gone.

01.01.2022 Septembers market action was in clear contrast to the previous month. Augusts concerns about global growth, trade wars and geo-politics gave way to a somewhat more optimistic mood in which the relative performance of key asset classes was reversed. To read more please click the link below.