Prosperity,for life.
Advice that evolves with life. Confidence that spans generations.
A team behind you, every step of the way.
Whether you’re planning for retirement, navigating aged care, or building wealth for future generations, we are here to guide you during life’s transitions.
More about AlterisWherever you are in life, we meet you there
Choose a stage to see the advice that matters at that moment.
Plan for the future you want
Start with a clear picture of where you want to go and what it takes to get there.
Help them get the best start
Help the next generation without putting your own plans at risk.
Leave more than wealth
Structure your wealth so it passes on according to your wishes.
As you support your loved ones, we support you
Clear advice when a loved one needs care, from fees to the family home.
Families who found their way with Alteris
Kerri Mendl and the team at Alteris have been a great support during Mum's transition to aged care. They have saved me so much stress, worry and anxiety. Please don't go through this alone.Elizabeth M. Google review
We are very impressed with the support the Alteris team in Melbourne have given us through the very stressful downsizing process over the last 14 months. They are very focused on what is best for their customers.Judy and Bruce M. Google review
After my husband passed I felt extremely vulnerable about managing my financial future. My questions are answered and explained in a way that makes sense to me. I feel much more confident and secure.Alteris client Google review
Your future, in the best hands
Six specialist areas, one connected plan. Start where you need us most.
Retirement planning
Turn the years ahead into a clear plan for income, superannuation, investments and the lifestyle you want to protect.
Explore retirement planningAged care
Specialist advice on care costs, the family home and pension entitlements when you or a loved one moves to care.
Explore aged care adviceEstate planning
Coordinate financial advice with your legal advisers so the structures around your family and legacy reflect your intentions.
Explore estate planningAccounting and tax
Tax planning and accounting that work with your broader financial strategy, so important decisions are not made in isolation.
Explore accounting and taxPersonal insurance
Protect your family, income and plans with cover reviewed as your circumstances change.
Explore personal insuranceLending
Home and investment lending guidance connected to the rest of your plan, so borrowing supports your bigger financial picture.
Explore lending
Insights worth reading
Practical guides from our advisers on the decisions families ask us about most.
Aged care
How do gifts affect aged care fees and the age pension?
Gifts can affect pension entitlements and aged care fees and are therefore one of the many crucial topics facility admissions officers should discuss with…
Superannuation
Boosting your super before 30 June
More than half of us set a new financial goal at the beginning of 2025, according to ASIC’s MoneySmart website. While most financial goals…
Retirement
8 retirement mistakes and how to avoid them
Retirement is a phase of life many Australians look forward to, offering the freedom to travel, pursue personal interests, or contribute through part-time work…
Whatever comes next, you do not have to work it out alone.
Tell us what is on your mind and we will connect you with the right adviser.
Aged care specialists1300 366 932