Unique advice for Unique clients
As specialist financial planners, we believe in providing advice that is tailored to each of our clients' specific and ever-changing financial and personal circumstances. We do not subscribe to 'cookie-cutter' advice models and our financial service partners share the same vision. Our objective is to place our clients in the best position possible financially, rather than simply a better position financially.
To stay up-to-date on the financial world, refer to the "Blog" section or the latest issue of Financial Speaking, our free quarterly magazine.
For more details on our financial planners and staff, visit Meet the Team.
Alta Financial Planning (formerly Acceptance Financial Planning) is a Melbourne-based boutique team of award-winning Financial Planners with the shared goal of placing our clients in the best possible financial position.
Located in the Melbourne suburb of Balwyn, we offer a wide range of financial planning services, from investments and superannuation (including SMSF advice) to risk insurance and estate planning, which we tailor to your specific needs and objectives.