Client Portal & Resource Development for Altus Financial

Altus Financial

Altus Financial is a financial services firm based in Australia offering integrated business and wealth advisory services. Their stated purpose is to deliver “financial guidance without jargon, doublespeak or fine print,” for both business owners and individuals.

Core Features

Business & Accounting Services: Accounting and compliance, business performance & CFO services, taxation, R&D & government grants, corporate advisory, and international business services.

Wealth & Retirement Services: Wealth management, superannuation, retirement planning, aged care, estate planning, asset protection and insurance, and investment services.

Lending Sources: Home & investment loans, as well as commercial & business loans.

Client Engagement / Advice Style: Transparent, integrated advice; emphasis on clarity, avoiding financial jargon; focusing on the “entire financial world” of a client.

Resources & Support Materials: Educational content such as guides, whitepapers, calculators, and “insights” via a resource center.

Client Login / Secure Area: Personalized or account-specific services/tools accessible through the portal.

Global / International Services: International business services and global reach for clients with overseas interests.

Use Cases

Small / Medium Businesses (SMBs) & Startups needing compliance, taxation, and CFO-level financial insight.

Businesses seeking growth through R&D, government grants, performance improvement, or corporate advisory.

Individuals & Families planning for retirement, investments, superannuation, estate planning, etc.

Lending support for home loans, investment property financing, business or commercial loans.

Clients with international exposure handling multi-jurisdiction finances.

High-net-worth individuals requiring asset protection, estate planning, and aged-care financial planning.

Clients seeking transparent, plain‐spoken financial guidance.

My Contributions

Developed and maintained the client login portal for secure access to financial data.

Built educational resources (guides, calculators, whitepapers) for client engagement.

Integrated workflows combining accounting, tax, wealth advisory, and lending services.

Automated compliance filings, grant applications, and reporting dashboards.

Improved user experience and streamlined consultation request flows.

Ensured regulatory compliance in digital tools and client-facing systems.

Challenges & Solutions

Regulatory compliance obligations → Addressed via continuous legal monitoring, disclosures, and internal audits.

Complex client needs across business, wealth, and international services → Created integrated, specialist teams with clear service workflows.

Building client trust → Transparent pricing, plain-language communication, and educational resources.

Scalability of advisory services → Leveraged digital onboarding, CRM tools, and workflow automation.

Keeping services current with regulation changes → Regular training, resource updates, and monitoring systems.

Differentiation in a crowded market → Emphasis on integrated advisory, clarity, and client-first branding.

Success Metrics

High client satisfaction and positive testimonials.

Growth in assets under advice and revenue from advisory/lending services.

Strong client retention and long-term relationships.

Increased consultations and resource engagement from the website.

Positive regulatory audit results and compliance record.

Operational efficiency improvements through automation.

Tech Stack

Frontend: Next.js, HTML5, CSS3.

Client Portal: Secure web application with authentication and financial reporting tools.

Backend: Integrated accounting/tax systems, CRM, custom dashboards, APIs.

Data & Storage: Secure relational databases, cloud storage, document management.

Security: TLS/SSL encryption, data privacy compliance, authentication protocols.

Content/Marketing: CMS for resources and guides, email marketing, analytics tools.