Richard

Get The Guidance you seek

Their Challenges

My wife and I were focused on our pending retirement, and the subsequent minefield of superannuation regulations governing our income stream for the time ahead. Ours was the classic scenario of knowing what we wanted but not being sure of the optimum pathway to achieve the required lifestyle result. I have extensive experience in the stock market since returning to Australia and our portfolio, as well as our home, are the backbone of our future income stream.

One lesson I learnt in my corporate career was to surround myself with people who often knew more than me or at least were better than me in many areas of business. Our personal future was no different! It became evident that we needed to have people who were better equipped than us to navigate the hazardous ocean of superannuation regulations to secure our future lifestyle. However, while we used Altus (and the previous corporate entities from which Altus evolved) for tax purposes, we did not assume that they would automatically be the best fit for us in terms of future-proofing our investments for the lifestyle we wanted.

In addition to investment issues, we also had to conduct a major revision of our Wills, Trusts and other legal matters regarding the family. Initially, we thought that we would go to the usual Solicitor that we had sometimes used in the past. It never crossed our mind that Altus could facilitate solutions to our legal issues.