With over 18 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.
I have been using Diego service for a number of years and very happy with his advice and the good service that he provides. He is easy to talk with and good at talking you though what is best to do in most situations for a good return.
I find Mr. Diego Gonzalez very easy to contact and he always answers any questions or worries I have. His knowledge and communication skills are second to none.
Diego has been my adviser for a long time now and I have always valued his advice as a woman.
Diego is very responsive to our requests and is also proactive when it comes to the changing financial environment. He is very knowledgeable and listens to us carefully when discussing our situation. He communicates clearly and does not try to direct us into investments that do not meet our needs.
We have been a client of Diego's for over 10 years. He listens to and understands our strategic wants and concerns especially when market turbulence makes us uncomfortable. He is easy to talk with even when he may not agree with our observation. He explains his decisions and thought processes so our knowledge improves to a new level of understanding which we believe is critically important and this we appreciate. We also have a responsibility as clients to show an interest in our retirement and future and this has been encouraged by Diego as it creates a positive relationship. Diego is always available no matter what and that's a big thing.
- Adviser status Platinum
- Number of reviews 34
- First year providing advice 2004
- Years of experience 19
- Certified Financial Planner (CFP)
Altitude Wealth AdvisoryLevel 4, 29 Kiora Rd
Miranda, NSW 2228
- In person
- Video call