Diego Gonzalez

Altitude Wealth Advisory

Platinum
20 Yrs Experience
Miranda, NSW 2228

With over 20 years experience in providing financial advice, specialising in pre and post retirement financial advice, including Centrelink and transition to retirement (TTR) strategies.

Retiring can be difficult and this can bring some worries and uncertainties. I try to reduce these by providing clarity and peace of mind. Where possible look to manage your finances to ensure you are optimising your entitlements and prolonging your savings. I operate on a Fee-For-Service basis with the initial consultancy meeting being complimentary.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 38
  • First year providing advice 2004
  • Years of experience 20
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Languages spoken
    • English
    • Spanish

Altitude Wealth Advisory

Level 4, 29 Kiora Rd
Miranda, NSW 2228

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

RetireInvest

AFSL 238429