Altitude Wealth Management

13/01/2025

You will be the primary point of contact for clients, managing client inquiries, scheduling appointments, and maintaining accurate client records.

10/12/2024

31/07/2024

**We're Hiring! Join Our Team as a Part-Time Receptionist!**

Are you a friendly, organised, and a motivated individual looking to join a dynamic team? We want you! 🌟

**What You'll Do:**
📞 Greet and assist clients
📅 Manage appointments and schedules
💻 Handle phone calls and emails
🗂️ Maintain an organised and efficient workspace

**What We Offer:**
✨ Friendly and supportive work environment
📈 Opportunities for growth
💼 Competitive pay

**Requirements:**
✅ Excellent communication skills
✅ Proficient in basic computer applications
✅ Strong organisational skills
✅ Previous experience is a plus, but not required

If you or someone you know is interested, please send your resume to [email protected]

Join us and be part of something great! 💼✨

26/04/2024

https://www.bdmag.com.au/merger-strengthens-financial-planning-firm-against-industry-challenges/

Altitude Wealth Management expands its footprint, merging with Grasso Financial Services, enhancing expertise and service for clients amidst industry challenges

22/01/2024

Helping you make the big decisions with confidence.

With 50+ years experience in financial planning and wealth management, we specialise in retirement planning, investing, superannuation and insurance.

21/08/2023

We are proud to be the player sponsor for Mia Murray and the broader Saints Netball Club Townsville. 17 out of 20 sides into the finals this season. Good luck to all players over the comings weeks.

13/07/2023

Altitude Wealth Management is a financial planning business located in Townsville.

13/07/2023

Thanks to the team at PVW Partners for hosting a joint lunch with former Olympian Grant Hackett. Grant now works as the CEO for Generation Life and was talking all things Investment Bonds. With proposed changes to super, growing demand for intergenerational wealth transfers or clients needing a level of asset protection, there's never been a better time to seek advice from a qualified financial adviser to explore all your options.

Altitude Wealth Management is a financial planning business located in Townsville.

29/03/2023

Altitude Wealth Management is proud to be supporting Community Gro with their annual food drive this coming April. We are seeking donations to assist us in this effort to make a difference in the lives of those in need.

The goal of the food drive is to collect non-perishable food items to create emergency relief food packages to support families and individuals who are struggling to put food on the table. With your support, we can help ensure that everyone in our community has access to basic necessities, especially during these challenging times.

We will have a box available in our reception to collect any donations that you are able to make.
We greatly appreciate any assistance you can provide.

15/03/2023

"Don't be afraid to seek professional help with your finances. A financial advisor can provide valuable insights and guidance to help you reach your goals. "

Altitude Wealth Management is a financial planning business located in Townsville.