About Us
Experience Excellence with Altruist Adviser
From comprehensive financial planning to strategic investment advice, Altruist Adviser is committed to delivering top-notch service and helping you navigate the complexities of the financial world with confidence.
Revolutionizing Finance Down Under
Australia's financial landscape is about to get a major boost of expertise and enthusiasm with our newest advisor joining the ranks! Get ready to embark on a journey of financial empowerment and success like never before.
Unlock Your Financial Potential
Say hello to a brighter financial future with Mandar by your side! Schedule your consultation today and let's embark on this exciting journey together. Don't miss out on the opportunity to elevate your financial game to new heights!
Hello
Welcome
Get ready to embark on a journey to financial success with us! Our personalized solutions, expert guidance, and user-friendly tools are here to help you achieve your goals. Explore, learn, and join our community for a brighter financial future!
Let's start planning together!
Our services
Investment Advice
Providing advice on investment strategies, asset allocation, and selecting appropriate investment products such as stocks, bonds, mutual funds, and exchange-traded funds (ETFs).
Superannuation Advice
Advising clients on superannuation contributions, consolidating multiple super accounts, selecting investment options within super funds, and maximizing retirement benefits.
Wealth Management
Developing personalized wealth management plans tailored to clients' financial goals, risk tolerance, and time horizon. This may include portfolio management, tax planning, and estate planning.
Insurance Advice
Assessing clients' insurance needs and recommending suitable insurance products such as life insurance, income protection insurance, total and permanent disability (TPD) insurance, and trauma insurance.
Tax Planning
Advising clients on tax-efficient investment strategies, deductions, and concessions available under the Australian tax system to minimize tax liabilities and maximize after-tax returns.
Estate Planning
Assisting clients in creating estate plans to manage their assets, minimize estate taxes, and ensure the smooth transfer of wealth to beneficiaries upon death. This may involve creating wills, establishing trusts, and updating beneficiary designations.
Financial Education
Offering educational resources, workshops, and seminars to help clients improve their financial literacy, make informed financial decisions, and achieve long-term financial success.
About Mandar Bapat
Mandar Bapat has been a part of the Australian financial planning industry since 2014 and is fully qualified to provide financial planning advice in Australia. He specialises in Retirement planning strategies, Superannuation strategies, and Personal Insurance. Prior to calling Australia as his home, Mandar studied and worked in India where he had built a successful career in retail banking.
Mandar is committed to provide a holistic financial advice and is a firm supporter of informed choice. Financial planning is a long-term process and Mandar believes that openness and clarity in the advice process results in building successful long-term engagements with the clients.
He finds that being a financial adviser is a fulfilling profession as he can assist his clients in achieving their financial goals, using well designed strategies that are specific to their needs.