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.
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.
My wife and I utilised Max’s services to review our life insurance policies, with particular respect to addressing an exclusion clause. Max spent significant time searching for the best possible solution and came up with a proposition that affordably met our requirements. I would not have been able to achieve this using one of those on-line insurance quote generators. Max did his utmost to get us the best deal and I would recommend him to anyone who is seriously looking to review their life insurance options.
Thanks Max for all your help with my new Life and Income Protection Policy. Not only have I got a better policy but a better premium as well. You answered all my questions and nothing was too much trouble. A pleasure dealing with you.
Insurance and the complexities of organising it has been made easy by Altura. Thanks Max for a painless process to organise what is an important aspect of any working person’s life. I have a great product within the price boundaries I gave and have the confidence that if I ever needed to claim, I have the full support of Altura to manage me through the process.
Max and Altura recently reviewed my superannuation and personal insurance circumstances. Upon reviewing my existing arrangements and analysing my personal needs, Max was able to outline a more cost-effective plan that saved money and was thereby likely to increase my return over time without compromising my personal coer. Max also took the time to make the process painless and simple and accommodate my busy schedule. Max is a true representative of customer service and operates a highly professional operation.
Max really took the time to understand my families needs and found a solution & cover that matched our situation and budget. His expertise, integrity and attention to detail were outstanding. He patiently followed up and answered each and every question with confidence and authenticity. I only wish all professionals conducted business in this manner. I can recommend Max to you enthusiastically and without reservation.
Max Pagnin from Altura Financial Planning provides outstanding knowledge and integrity in the field of personal insurance and income protection. Thanks to Max and Altura, my family was able to save over $5000 per annum on tax minimisation and through his detailed knowledge and support of my family’s needs for protecting our incomes, and the future of our children I can not thank Max enough, and highly recommend him to my entire network of family, friends and associates.
Max made a quite complex and daunting financial situation straightforward simple and not time consuming. Whilst finding me the best products and keeping my costs at a minimum, but with value, he stepped me through multiple options and was personable, friendly and punctual wiht good follow up.