Altitude Wealth Solutions, Business Succession Planning

Business Succession Planning

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

Why is business succession planning important?

Key Man Insurance
What happens to your business is something was to happen to one of your key people?
Buy Sell Insurance
What happens to your business if something unexpectedly happen to one of your business principals?
Business Loan Protection
How will you meet your liabilities if one of your key people suffered an untimely death, disability or trauma?

Business succession planning is all about protecting your business against the unexpected.

Are you operating a business with one or more business partners?

Have you considered who will assume control of your business in the event of your death or disability and how you protect your family to ensure they are awarded fair value for your share of the business?

It is important that every business owner has a succession plan in place to cover what would happen upon their death or other crisis.

Altitude Wealth Solutions clarifies your questions and available options. Contact us to find out more.

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 best possible cover to meet your needs.
Affordable Solutions
Most importantly we do this whilst being mindful of your budget restrictions and what other insurance covers and assets you have available in the event of a claim for personal insurances.
We're On Your Team
Altitude work with you from start to finish to ensure that the cover selected is the right cover for you.
Backup Support
Altitude will also be there in the event of a claim and assist you through the entire process of accessing benefits, unlike online providers.

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

“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