Alliances

At Altura Financial Planning, we believe it’s vitally important to have access to a team of specialists which compliment and enhance the provision of our services to our clients.

Disciplines include finance, property, legal, and foreign exchange services. Each business that we align ourselves with is a specialist in their respective field and can assist our clients in other key areas of wealth creation, wealth protection, health and wellbeing.

To this end, we have aligned ourselves with the following specialist firms:

Excellence Finance specialises in home loans, investment loans, commercial loans, car and equipment leasing from a number of the country’s leading lending institutions.

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Private Fleet is Australia’s largest car buying service, obtaining fleet discounts for private buyers. Altura Financial Planning has negotiated with Private Fleet a complete waiver of the lifetime membership fee, meaning that the following services will be offered free of charge to all clients (saving $178): sourcing of all new and used vehicles; arrangement of test-drives at home or at the office; fleet discounting off the purchase price of all new vehicles; independent valuation of trade-in vehicles; and delivery to your door with a full tank of fuel.

M&T Business Services  assist small to medium businesses as well as individuals in structuring their financial arrangements in a tax-effective manner, in addition to the establishment and ongoing auditing of self-managed super funds.

Inspiraction Coaching offers a suite of Corporate Training, Coaching and Mentoring programs that are grounded in contemporary neuroscience. They assist organizations to transform thinking and performance. They assist individuals to survive promotions, make confident decisions and smooth transitions in business and life in areas including relationships, career, work/life balance, health & wellbeing, and parenting.

Busy Bookkeeping takes away the onerous task of record keeping from business owners, so that they may focus on what is important…growing their business. They utilise both Quicken and MYOB and can also assist with installation and training.

Alvaro Edwards Solicitors provides quality and paractical solutions to your legal needs, specialising in buying or selling real estate, businesses, commercial and retail leases; estate planning advice; and advice on franchise proposals or other business and commercial matters.

OFX is a full service foreign exchange provider. They offer an easy and effective way to transfer and receive personal or corporate funds internationally. With dealing rooms in Sydney, London, San Francisco, Hong Kong, Auckland and Toronto, some of their features include:

· Convenience – 24hr Dealer support via telephone and online access
· Expertise – Dedicated dealers across 4 continents at your fingertips
· Security – Powered by the latest cutting edge technology
· Competitive Spot rates
· Risk Management tools through Limit Orders and Forward Exchange Contracts
· Exchange rate alerts via email & SMS
· Access to their highly regarded daily and weekly Market Commentary

A Total Approach – Health, Wellness & Fitness aims to help their clients achieve a healthy lifestyle, free of illness, with sound nutritional advice and fitness tips. With a personalised approach and a money-back guarantee, let Zazeh from A Total Approach help you with any of your health-related goals.

National Construction (NSW) Group specialises in building quality homes, townhouses and villas, as well as renovations to existing dwellings, all built to the highest standards of workmanship. They were a finalist in the 2006 Master Builders Association Excellence in Housing Awards.