Estate Planning Services

A good estate plan starts with the end in mind. Contact us today.

Contact Us Today

Estate Planning Services

Find out more about our range of Estate Planning services. Contact us today.


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Ensure your beneficiaries are looked after in the right way at the time

If something happens to you, what happens to the people who depend on you?

If you are like many Australians, you probably have not planned for what happens if you unexpectedly die, or become permanently ill or disabled.

Consider how debts will be paid? What will become of your ageing parents, dependent children and animals? Your property, superannuation, money held in banks, trusts and other investments also need consideration.

Granting Power of Attorney and having a will are important.  Other things also need to be considered, especially if you are the provider of your family's main income or you own a business.

If you have not adequately planned, it could take unnecessary time to settle your estate. This could mean unexpected issues for your business partners and family.

You want timely and undisputed settlement of your estate when the time comes and you need to be confident that your wishes and directions are implemented rigorously.

Call us today

Business Succession Services

Find out more about our range of Business Succession services. Contact us today.


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Here's What You're Going To Discover

  • Simple & Effective Approach

    We first take the time to fully understand your financial and personal circumstances then together we work with you to insure that you have the legally correct Will structure to ensure you wishes are meet in the event of your death or disablement.

  • Affordable Solutions

    Most importantly we do this whilst being mindful of your budget restrictions and what other business and personal circumstances you may have.

  • We're On Your Team

    Altitude work with you from start to finish to ensure that your Wills and Estate are protected as per your wishes. We have partnerships with reputable legal houses to assist with the completion and execution of your instructions.

  • Backup Support

    Altitude will also be there in the event of when your estate may need us to assist you or your estate through the entire process of ensuring your investments are directed as per your wishes.

Call us today

Business Succession Services

Find out more about our range of Business Succession services. Contact us today.


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FREE and Comprehensive Estate Plan Evaluation

Obtain your comprehensive and free online estate evaluation instantly. Your results available immediately.

Get Your FREE Estate Plan Evaluation

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Try Our 5 Minute Financial Health Check

Our 5 minute health check will give you an instant snapshot of your financial health now and into the future.

6 Steps To Finding The Right Financial Advisor

Found out the best ways to evaluate and select a financial advisor. Questions to ask. Things to consider.

How To Choose The Right Financial Advisor

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Look What Other People Had To Say....


Dennis has been handling my investments for around 10 years. With his confidence, business
acumen and understanding of my personal goals and situation, I have found him to be an accessible,
honest and mind-easing sounding board (especially in those past trying times). I am now retired and
pleased to have a reliable, well informed investment contact.

- Elizabeth Breuer

When I was made redundant from my long time employer I really needed to find an organisation that would spend the time to explain the best options and outcomes for me. Altitude did this and my investments have only grown since their involvement. I frequently recommend the team from Altitude when my friends or associates are in need of quality easy to understand advice.

- Kev Megee Meadowbrook
I was referred to Altitude Wealth Solutions from a friend that already had their investment managed by them. I like the fact that I see them both on a regular basis through golf, as this gives me comfort that they are always around to assist with the smallest of queries.

- Paul Charlton
Nicholas has been providing financial advice to me since 2014. Throughout this time he has proven himself to be a both a practical and well versed adviser on all my financial needs.

- Michael Fry / Civil Engineer / Thiess Queensland

We have known Dennis Di Bartolo for the past 10 years in a professional capacity. Dennis was first
introduced to us when he worked at Westpac Bank as an Executive Financial Planner and when he
transferred into his own Magnitude practice in 2007, we didn’t hesitate in following him to continue
our working relationship.

- Nick and Dimmy Bogiatzis, Townsville

We have been dealing with Dennis and his team for ten years and we have found him and his staff
trustworthy, efficient and friendly and always ready to give us advice on any fears we have. We
would not hesitate to recommend Dennis and his team at Altitude Wealth Solutions for any financial
advice.

- Graham and Estelle Gudge
We have had the pleasure of knowing Dennis Di Bartolo for 14 years in a professional capacity, and
through our dealings hold Dennis and his company in high regard.

Finally, as Dennis has all the qualifications and attributes necessary to provide trust worthy financial
advice, I have recommended his services to others and from feedback, I understand they are happy
with his level of expertise.’

- Donna Grieves, Townsville (Business Owner)
Life savings don’t just happen by chance or good luck. In most cases, our life savings are hard earned
– very hard earned - the product of decades of disciplined toil. Managing one’s life savings is serious
business. Everybody with savings wants to see them professionally managed so as to get the best
performance value they can.

- Dick and Robyn Murray
I find Bruce to be very helpful. He has a keen insight into the market and to my circumstances and is able to advise me in a knowledgeable and understandable way. I would highly recommend him and already have to several of my friends.

- Sue Robertson
Bruce ia a good strategic thinker, as well as being of uquestionable ethical and professional standards.

- Lex Bailey
Bruce has been our Adviser for more than a decade. We have found him to be reliable and, above all, trustworthy with our investments. In our opinion, his patience, sincerity and deep knowledge are his hallmarks. We would not hesitate to recommend Bruce as a Financial Adviser.

- Chip Saint
Bruce has been our Adviser for more than a decade. We have found him to be reliable and, above all, trustworthy with our investments. In our opinion, his patience, sincerity and deep knowledge are his hallmarks. We would not hesitate to recommend Bruce as a Financial Adviser.

- Chip Saint
“We had a relationship with another Financial Planning Practice for several years prior to making the decision to see what service Altitude Wealth Solutions and Cori Fisher could provide. I didn’t have any major issues with my past planner, mainly because I didn’t really understand what true relationship managed planning was. Since meeting with Altitude I have now transferred all my funds to their practice and Cori and the team keep in touch on a regular and proactive basis.

- Graeme and Robyn Lederhose (Pre Retirees) Mt Warren Park
I had never considered changing my financial planning solution as my accountant has always looked after this part of my finances. But since I’ve become a client of Altitude Wealth Solutions I haven’t looked back. Right from the start, I knew my Financial Planner was as passionate about my finances as I was about golf. Altitude have also been a great supporter of our club ever since.

- Gary Burmester PGA Golf Professional, 2012 QLD PGA Club Professional of the Year
I had already moved my financial planning business to Rob and Cori a couple of years ago due to the fact that they were both heavily involved with golf. Now that they are moving their business model to be more involved in golf, I am excited to be part of Altitude’s business. Having a strong common interest with your planner is a great basis for a long term relationship for all parties. Can’t wait for the events and simply meeting people that are as passionate about golf as me.

- Darin Westerman Yalata
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