Private Wealth Management
Alta Investment Management is an investment manager and licensed financial services provider. We provide you with individual and personalised financial advice, with a strong focus on maximising long-term after-tax returns.
Alta provides innovative investment solutions to assist you with maximising your returns in the following key areas:
Tailored Investment Management
We develop one-to-one relationships with you, and firmly believe that the ongoing success of our business depends on your satisfaction.
The Value of Boutique Advice:
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Diverse providers
Our approach results from access to diverse research and market insights, with no single provider given preference, avoiding the conflicts of interest sometimes apparent in larger organisations
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Be In control
We impartially manage your portfolio to maximize growth and security while aligning with your goals. Your involvement is flexible based on your interest and availability.
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Structured Approach
We collaborate with your legal and taxation advisers to create a structured plan for growing and safeguarding your wealth. Our aim is to establish an effective framework for intergenerational wealth growth and protection.
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Pro-actively Managed
We address time constraints by proactively managing your investments. Taxation reporting is supplied directly to your accountant each financial year.
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Focus on client interests
Your long-term interests form the basis for our advice. Our firm's philosophy is built on this partnership approach over the long term.
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Expansion is not our primary aim
We serve a diverse clientele, including Family Groups, Executives, Companies and Self-Managed Superannuation Funds. The long-term success of our clients is fundamental to our business.
Talk to an Alta adviser
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