Tailored financial services that provide clarity and structure in the overall increase of financial wealth on the journey to retirement

About Us

Educating our clients and providing tailored objective, expert advice in a world of constant change and uncertainty.

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Our Business

Altitude Wealth Management is an established financial management and advisory firm delivering tailored financial solutions. Having over 10 years’ experience and specialising in retirement planning, investing, superannuation and insurance.
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Our Mission

We are client-driven with a core mission to enhance the lives of our client’s through clarity and structure in managing their overall financial position towards retirement.
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Our Clients

Our clients are selective about who they work with and have partnered with our team of experienced financial planning professionals to ensure they achieve their financial and life goals.

Our Services

Understanding your needs, objectives and long-term goals are essential to creating a tailored and successful financial planning strategy.
Our financial advisers work with you to identify, position, evaluate and manage your circumstances.

Insurance

Your Insurance Plan is the Foundation of Any Retirement Planning

Protect your loved ones against unexpected death, disability, sickness or accident.

Mortgage Broking

Looking to Borrow? Alleviate Frustration and Save Valuable Time and Effort

Whether looking to purchase a home, refinancing to a more competitive offer or to borrow money to invest, our mortgage brokers can assist with your retirement and investment goals.

SMSF Advice

Should You have a Self-Managed Super Fund?

Understand whether a Self Managed Superannuation Fund is suitable for you.

Estate Planning

Working Together to Deliver Tailored Advice to You and Your Family

Effective estate planning is all about getting the money to the right person at the right time.

Investing

Looking to Build an Investment Strategy or Portfolio?

Our investment specialists are on-hand to discuss your circumstances and provide recommendations.

Super & Annuities

The Superannuation System is The Cornerstone of Retirement Planning

Our advisors educate clients about the real benefits of using superannuation as part of their overall retirement strategy.

Retirement Planning

Ensure Your Assets Pass to The Right People at The Right Time

We work with legal professionals to tailor advice to you and your family in the event of unforeseen circumstances.

Lending Services

Matching You With the Perfect Loan Product and Structure

Our lending advisory service is unique as we create the ideal lending structure, provide investment knowledge and advise on how to minimise your risk.

Client Testimonials

Don’t just take our word for it. Hear from fellow clients how our highly-experienced team and quality services helped increase their financial wealth towards retirement.

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 Management for any financial advice.

Graham and Estelle Gudge

"Both my wife & I found the team at Altitude Wealth Management very polite, informative & had very sound knowledge of the industry, which in turn enabled them to present a very good solution/plan to my wife & I for our retirement. Would/have recommended Altitude Wealth Management already to our group of friends."

John

Mark takes the worry for me out of the financial part of my life and am very happy how he explains my finances and meets all my requirements in this area.

Mary Laidlow

We've been going to Mark for the last few years now and he makes a long-term commitment to his clients. Mark educates his clients along the way empowering them with the knowledge required to make informed decisions about their financial future without pressure. He always makes himself available to us at any time that we have any question/concern.

Katherine Pyott and Dave Watson

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. Circumstances are forever changing and I have found Dennis to be proactive in providing advice and solutions that is in our best interest and that is based not only on the current situation, but taking into account future changes.

Donna Grieves

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 pasts trying times). I am now retired and pleased to have a reliable, well informed investment contact.

Elizabeth Breuer

 Contact us today to achieve a greater financial position on your journey to retirement.

Our Partners

Industry Leading Experts

Dennis Di Bartolo

Practice Principal/Financial Planner

Dennis Di Bartolo
MFinPlan, Dip FP, AFP, SSA, LRS
Mark Tyrell

Financial Adviser

Mark Tyrell
Dip Fin PLan, Dip Fin Serv (MB)

Let's Increase Your Financial Wealth Together

 Contact us today to achieve a greater financial position on your journey to retirement.

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