About Us

We are a Dunedin financial services company committed to providing you with quality financial advice.

We believe in the importance of relationships and the value of personal service because your circumstances and priorities are likely to change over time.

What we can help you with

Protecting what's really important
By finding the right type of insurance to protect you, your family, your income, your lifestyle and your future.

Personal Investment Advice
We help people become financially successful.

Planning for a secure and rewarding retirement
So you can have a retirement to look forward to.

Providing valuable benefits to staff
By helping employers provide additional security for their employees that generates goodwill and loyalty in return.

Our salaried Advisers specialise in what they do because getting the right advice is really important when it comes to the financial decisions in life.

 

 

Our Advisers

John Lewis

John Lewis

Authorised Financial Adviser
Investment Adviser

John has spent over 30 years in finance and banking-related positions and his areas of expertise at Altus include KiwiSaver and Employee Benefits, Investments and Retirement Planning. He has a National Certificate in Financial Services and is an Authorised Financial Adviser.

Phone: 03 470 3053
Mobile: 021 558 445
Email: john@altusfs.co.nz

Neil Mcdonald

Neil McDonald

Authorised Financial Adviser

Neil is a senior member of the Altus team and a well-known figure in the local business and sporting community. He is an Authorised Financial Adviser and has been working in the Insurance field for over 30 years.

Phone: 03 470 3051
Mobile: 027 222 1392
Email: neil@altusfs.co.nz

Jerry Pearse-Smith

Jerry Pearse-Smith

Insurance Adviser

Jerry entered the financial services industry in 1986 after joining AMP New Zealand in Tauranga. He's passionate about the work that Advisers do and about giving the right advice when it comes to important matters such as protecting your family, your health and your future.

Phone: 03 470 3056
Mobile: 027 777 8924
Email: jerry@altusfs.co.nz



Our Staff

Jackie Mackle

Jackie Mackle

Reception & Customer Service

Phone: 03 470 3054
Email: jackie@altusfs.co.nz

 

Linda Smith

Linda Smith

Finance & Accounts

Phone: 03 470 3052
Email: linda@altusfs.co.nz

Debbie Kelly

Debbie Kelly

Adviser Support

Phone: 03 470 3055
Email: debbie@altusfs.co.nz

Let us do the heavy lifting

Contact us today if you would like to know how we can help you

Contact us today