Prosperity, for life.
Wealth / Accounting / Lifestyle / Care
Financial advice and management
for individuals and families

across generations.

Plan for the future you want.

We guide you through the financial opportunities and challenges at every stage of life. 

Grow your wealth.
Preserve your legacy.

Ensure that the assets you build will last the distance and be confident that your cashflow will allow you to live the life you want.

Help your children make the best start.

The journey to prosperity starts early. Give them the means to the best chance of success.

As you support your loved ones,
we support you.

Our specialist advisers are aged care specialists who can assist you to make a challenging transition for your loved one with confidence.

Live the life you want.

Choose your destination.
We will help you get there.

Wealth  /  Accounting  /  Lifestyle  /  Care

We help you grow and preserve your wealth, unlock value through good tax structuring, and help you and your loved ones live well by making the right financial decisions. 
It’s about peace of mind at every stage, for life. 
Tony Katsikas
March 29, 2023.
We dealt with Ronald Tyler to help us sort through the best way to manage mum's nursing home affairs. All in all, his analysis of the available options given our circumstances was exceptional
TheCookiePlays YT
March 29, 2023.
When my mother unexpectedly died, I was a struggling single mum left with the sole responsibility of re-building my disabled sister’s life. Mum had been her whole world so knowing what to do was confusing and terrifying, but thankfully Kate Golder was there as mum’s financial advisor. Her compassion and sound advice allowed me to find and make the necessary decisions. I can honestly say it was Kate, acting like a loving big sister, that allowed us all to survive the situation. Not only does Alteris Financial Group provide clever financial advice but they will care for you like you’re family. I cannot recommend them highly enough.
Robert Hookham
March 22, 2023.
On my mother's behalf I want to sincerely thank both Ben Graham and Colleen Seeto for your support and care over many years in managing mum’s finances and also in caring for her as a person, not to mention the ease with which the relationship worked. She is (along with me) VERY thankful for the advice given under Piccadilly and then Alteris and we wish both of you well for the future.
Mike Philipson
March 10, 2023.
I can’t praise highly enough the work of Danni, Nicole and now Ron & Vin in helping me navigate the financial side of the aged care system, helping me ensure dad’s financial security.
Mary Gullo
December 14, 2022.
I cannot thank Danni and the team at Alteris enough for all there help with my parents entering aged care. There knowledge about aged care is exceptional. A personal thank you to Sharon for her hard work as well. Could not have done it without there help and knowledge.
Sharon Hummelstad
October 13, 2022.
Evan from Alteris has been advising my family and we have found him to be kind, understanding and knowledgeable on his advice and would highly recommend him to anyone who is trying to navigate the aged care and Finsncial options for any retirees. Regards Sharon Hummelstad
Patrick Fernandez
April 20, 2022.
I sought the assistance of Jillian Clarke and Alteris to resolve some very specific and intricate financial matters that affected my aged parents. It involved closely examining a great deal of information before engaging with government agencies on behalf of my parents. The Alteris team was attentive, responsive and knowledgeable, all of which contributed to a favourable outcome. Thanks you.
Brian Gorman
April 19, 2022.
We were recommended to Jillian Clarke of Alteris by one of the nursing homes we were inspecting as we tried to work out what the best option was for my father-in law. The woman at that home said that no matter which home we chose, we HAD to contact Jillian, We were struggling to get our head around the complex cost structures that exist in the aged care system and were so glad we called Jillian. She was amazing! Jillian took the time to explain clearly how everything worked. We never felt rushed, she listened to our questions and always came up with useful information with concise explanations. She immediately put us at ease and showed us the various possibilities of how my Father-in-law could finance his aged care costs. Jillian's extensive experience is invaluable as she was able to guide us through all aspects of the process and show us how to get the most cost effective structure. She always went the extra mile and maintained constant communication with us as we went through the process. We went on to recommend Jillian to my Father-in-law's partner and she did the same fantastic job for her. I would recommend Jillian and Alteris to anyone who needs advice on how to navigate the complicated process of getting a relative into an aged care facility. She is simply the best!

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