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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Sparkly9 USA 9

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Sparkly9 USA 9

We provide financial advisory & management for individuals & families across generations. Wealth | A

09/06/2023

Navigating the aged care system alone can be tricky and overwhelming. Depending on the type of care and support required there can be various fees and costs and it can be complex in nature.

Working with a specialist aged care financial adviser can help you and your family gain clarity around the various costs and options and to help you find the strategy to achieve your personalised outcomes and avoid unexpected financial results.

At Alteris, we can provide the support you need while looking at aged care options for yourself or your loved ones. To learn more, visit our website by clicking the link below.

https://alteris.com.au/aged-care-financial-advice/

08/06/2023

Aged care is an issue that can feel daunting: understanding your options and available services requires research, time and tough decisions – but being proactive will give you peace of mind and put more control back into your hands. Let's start the conversation now.

www.alteris.com.au

07/06/2023

Talking about aged care can be uncomfortable, but it's important to have open and honest discussions with your loved ones about their needs and preferences. By actively listening to their thoughts and concerns, you can start planning ahead and put a plan in place that aligns with their wishes.

Let's start the conversation together, so we can ensure your loved ones' future is comfortable and supported. Contact us today to speak with one of our specialist aged care advisers.

🌐 www.alteris.com.au/contact
📞 1300 366 932

03/06/2023

Retirement can stir up mixed emotions, including relief and anxiety. Some may worry about financial stability, a loss of control, or other issues. At this stage of life, we understand that while wealth and health are important factors to consider, there are other elements that play a vital role in determining one's retirement satisfaction.

We explore these factors in our latest article - click the link below to read more.

https://alteris.com.au/retirement-its-not-all-about-the-money/

02/06/2023

Meet David Sellers, Financial Adviser, Lifestyle and Care at Alteris.

For David, his typical day as a financial adviser in the Lifestyle and Care team is focused on meeting and liaising with aged care providers, in addition to clients and families to guide them through the aged care process and provide the best possible outcome and care.

David also works closely with the Alteris Customer Service team to provide an excellent level of service, assist clients navigate relevant government departments, and ensure they understand their entitlements.

To learn more about David and the rest of the team at Alteris, visit our website through the link below.

https://alteris.com.au/about/

31/05/2023

RETIREMENT TIP

Investing too conservatively when you’re working could mean you don’t have enough super to fund your retirement. Review your super account regularly to ensure it is appropriate for each stage of your life.

If you'd like to speak with a financial adviser to overview your retirement fund, get in touch with us today, we'd love to help.

https://alteris.com.au/contact/

* This information is general in nature and is not to be considered personal financial advice.

29/05/2023

It was wonderful to support the tireless work of The International Alliance for Women and The Global Federation of Chinese Business Women Sydney Chapter of Australia, as women in business came together to share stories and make new connections.

Our topic of the day was “Creating a Legacy” – which is often a difficult and confronting topic to discuss, and women may experience situations where insufficient and clear planning has meant that their wishes may not be met. Thank you to estate planning specialist Lisa Barca, TEP and our very own Kate Golder, GAICD for sharing your knowledge and thought-provoking stories. It was extremely successful with many people acknowledging the value of this topic and the gaps they had in their own plan.

Thank you to Naomi Holmes for facilitating, and Lisa Fuentes, Donna Meredith, and Joanne Akkari for being part of our amazing team pulling this together.

18/05/2023

CLIENT REVIEW

"I have been a client of Alteris Financial Group for over 15 years and have worked closely with Kate Golder, who is the ultimate professional. Her market knowledge is outstanding as is her commitment to her clients. Her advise and support throughout the years has been exceptional, therefore I would highly recommend Kate and her team." - Melina I. via Google Reviews.

Thank you, Melina, for your wonderful review of Kate and the team at Alteris. We are so pleased to read your kind words and thank you for choosing to work with us over the past 15 years.

17/05/2023

MAY INSIGHTS

Our latest May Insights article is up on our website. Learn more about what is happening in the world of finance and how it may affect you.

Visit our link below to read the latest news.

https://alteris.com.au/may-2023-insights/

Address

60 Carrington Street
Sydney, NSW
2000

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+61280780888

Website

https://alteris.com.au/

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