Prosperity, for life.
Advice that evolves with life. Confidence that spans generations.
A team behind you, every step of the way.
Whether you are planning for retirement, navigating aged care or building wealth for future generations, we are here to support you.
More about AlterisWherever you are in life, we meet you there
From building wealth and planning for retirement to supporting loved ones and passing on your legacy, discover the advice that’s right for your stage of life.
Plan for the future you want.
Build a clear picture of where you want to go and what it takes to get there.
Help them get the best start.
Support the next generation without putting your own plans at risk.
Leave more than wealth.
Put the right structures in place so your wealth passes according to your wishes and supports future generations.
As you support your loved ones, we support you.
Specialist aged care advice to help you navigate care costs, accommodation options and decisions about 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
The full picture, in one place
One relationship that brings the moving parts of your financial life together.
Financial planning
Bring your financial decisions together in a plan that can adapt as life changes.
Explore financial planningRetirement planning
Turn your super, savings and investments into a retirement plan that supports the life you want.
Explore retirement planningAged care
Navigate aged care with confidence through specialist advice on fees, care affordability, pension entitlements and the family home.
Explore aged careAccounting and tax
Proactive accounting and tax advice that supports today’s decisions while helping you stay on track for the future
Explore accounting and taxPersonal insurance
Protect your income, lifestyle and loved ones with tailored insurance cover that evolves alongside your goals and circumstances.
Explore personal insuranceLegacy planning
Consider how today’s financial choices may support the people and priorities that matter to you.
Explore legacy planning
Insights worth reading
Practical insights from our advisers on the questions, opportunities and decisions our clients face every day.
Retirement
Self-funded retirees: Entitlements, tax and what you need to know
A self-funded retiree pays for their own retirement from superannuation, savings and investments rather than relying on the Age Pension. Being self-funded does not…
Retirement
How an inheritance affects your Age Pension
An inheritance is not counted as income under the Age Pension income test. It affects your pension through the assets test from the time…
Aged care
How to protect the family home when moving to aged care
"Will we have to sell Mum's house to pay for the nursing home?" It is the first question most families ask, and often the…
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