Altitude Wealth Advisory - Miranda (NSW)

5 /5 Colleen Jamieson: We have been seeing Diego at Altitude Wealth Advisory for several years. Previous to Altitude Wealth Advisory we were seeing him at his previous employment. We followed him when he left that employment as we were very very happy with the service he provided us which has continued at Altitude Wealth Advisory. He has now been looking after our finances for almost 20 years as our Financial Planner. We rate him and his business very highly and would not hesitate to recommend him to anyone who is looking for a Financial Planner.

5 /5 Jeff Suters: Diego Gonzalez has been our financial adviser for approximately 9 years now. He has assisted both my wife and I with, superannuation, transition to retirement and pensions, Australian and international shares, investments and tax strategies. He has proven to be extremely knowledgeable and experienced. Diego is always understanding, approachable, sincere and genuine. In all areas of his advice, he is clear, concise and thorough. Diegos straightforward and honest manner makes it much easier for us to comprehend and understand all the overall financial advice that he provides for both my wife and I.

5 /5 Telly Kyprianos: Diego Gonzalez has acted as my advisor for my super/ pension funds for over eight years. During this time he has acted professionally in that capacity whilst delivering his advice in a personable manner. I have found that advice both useful and timely. I’m happy to recommend Diego to anyone needing a reliable financial advisor.

5 /5 Alessandra Pellegrini: My husband and I migrated to Australia a decade ago. It took us some time to familiarise with the Australian system (taxes, superannuation, insurances, investment opportunities, etc.) and soon realised we would have benefited from professional advice to manage our finances, especially in view of retirement. We have been with Diego for two years, now having been recommended by a colleague. Diego took the time to understand our circumstances and clarified concepts I was personally unaware of. He assisted us developing a strategy tailored to our aspirations, risk appetite, and life goals. He is helping us making informed decision and navigating through change in circumstances to our advantage. His advice is always punctual, delivered in a courteous and professional manner, in a language even I can understand. Communication about the service and fees was transparent since the beginning, and adequate. In one instance Diego went well beyond his role, by providing step by step assistance in a transaction I was having trouble to complete and by suggesting a practical strategy to overcome some barriers in the management of my daily (micro)finances and bank accounts. If anyone needs guidance on any aspect of their financial planning, I would strongly recommend Diego, also for his patience and empathy.

5 /5 Nicholas Rahis: I have been with Diego for approximately 12 years, he is very honest and reliable. Diego gives good financial advice and I would recommend him to anyone. He has helped my wife and I tremendously and we trust his opinions in where to place our money for maximum benefit.