About Alteris
Advice is personal before it is financial.
Since 1998, Alteris has helped individuals and families connect wealth, tax, retirement and care decisions around the life they want to live.
Our story
Built around families, not product lines.
Alteris began as a small practice and has grown into an advice group across Australia’s eastern seaboard. The principle has stayed the same: understand the whole position, explain the choices clearly and remain close as life changes.
Explore three parts of the story to see how long-term relationships, connected expertise and local access work together.
Relationships that endure
Advice designed to stay useful as life changes.
Families can return to the same firm as priorities move from building wealth to retirement, care and legacy.
Since 1998One view of the family
Specialists who share the same plan.
Wealth, retirement, accounting, protection, lifestyle and care expertise can be brought together without making the family coordinate separate advice relationships.
One connected teamLocal access, wider capability
Advice leadership across Australia’s eastern seaboard.
Clients can meet locally in Sydney, Melbourne, Brisbane, Rockhampton or Gladstone, with the wider Alteris team behind each office.
Five officesConnected services
Three disciplines. One standard of care.
The work is specialised. The decisions are connected. Start with the area that matters now, then bring in other expertise when it becomes useful.
Wealth and Retirement
Financial planning, investments, superannuation and retirement advice built around the life your money needs to support.
Protect and Structure
Accounting, tax, estate planning, insurance and lending decisions considered alongside the wider family and business plan.
Lifestyle and Care
Support for retirement living, downsizing and aged care choices when family decisions become more complex.
What makes Alteris different
Built for the decisions that shape a family.
Three parts of the business show how Alteris combines technical depth with practical, human support.
Investment philosophy
Discipline before prediction.
Research-led portfolios are designed around purpose, time horizon and the role each asset plays in the plan.
How we invest
Aged care advice
A recognised specialist capability.
Families receive clear guidance on fees, pensions, the family home and affordability when care is needed.
Explore aged care advice
Alteris Women
Confidence grows through community.
A welcoming place for women to talk openly about money, learn from experts and share lived experience.
Explore Alteris WomenStart the conversation
Begin with a conversation, not a product.
Tell us what you are planning and we will connect you with the right person.