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. 
Mi Serenata Tango
January 25, 2024.
Evan is a superstar! After floundering with my finances for years, he implemented a strategy for me that not only got my finances healthy for the first time in my life but optimised aspects of my superannuation, salary, and investment properties. I felt defeated before I ventured into his office but came out feeling smarter, wiser and worry free but most importantly, relieved, knowing that my finances were better managed. I couldn't ask for more. I feel happier with the forward planning, therefore, alleviating financial matters that I felt were beyond me! I am in good hands, and it is only upwards from here on. As Molly said, "Do yourself a favour", - visit him for honest advice so you can set your life on a solid financial path with the right foundations. It is never too late. Sabrina
glyn doherty
December 18, 2023.
My family and I engaged Alteris to help us understand the myriad of issues and financial factors facing us as we planned for my father's entry to an aged care facility. We couldn't have been more pleased to have Ron Tyler from Alteris assist our education. Ron's friendly, relaxed style and undoubted depth of knowledge enabled us to gain answers to our many questions. Ron also helped identify a number of areas for our further investigation that we'd not previously considered. We were delighted with the service we received from Ron (and Alteris) and would thoroughly recommend them to anyone seeking to navigate the turbulent waters of aged care planning.
Kenneth Beckett
November 9, 2023.
I recommend Alteris to anyone needing help when considering entering or having a relative enter a nursing home, this is how I used their services and I have nothing but praise for them. I was assisted by Ronald and Vin and can say that their assistance was invaluable, the prospect of doing the work myself was daunting and they turned it into an uncomplicated process. The advice I was given was clearly explained and it was invaluable when making a decision on the way to proceed. Ronald's financial advice was clear to me and totally what I needed. Vin's assistance in implementing the Government requirements and later dealings made things so straight forward it was easy. In conclusion I must say that they were always considerate always ready to explain and a pleasure to work with. Ken Beckett
Cam Lang
October 30, 2023.
Nathan Hayes from Alteris has been a fantastic advisor! Always clear and concise and has always had my best interests in mind in all that he has done for me. Cannot speak more highly of Nathan!
Amber Dalrymple
October 30, 2023.
I highly recommend Jillian Clarke​​​​ as a Financial Adviser. I was referred to Alteris when faced with choosing and financing an aged care option for mum (who has advanced Alzheimer's). Jillian spoke with my sister and me on a number of occasions when we were feeling pretty stressed and overwhelmed with the situation. We came away from each discussion with some clarity and a plan. Jillian provides consistent, clear advice that speaks to her extensive experience in this complex field. But, aside from being an exceptional adviser, she also supports her clients with empathy and understanding.
John Thompson
October 29, 2023.
When Anna my wife went into Permanent Residential Care two years ago, I was confronted with financial and governmental issues that appeared daunting. I searched for assistance and Alteris Financial Group and you, Jillian, were recommended to me. Your initial approach to our issues was most informative and provided with clarity and empathy. What followed was a most reassuring and supportive ongoing relationship with you and your Alteris Team, to this very day. Your clear presentation of financial options enabled us to make foundational decisions that were appropriate for our ongoing financial situation, not only for my wife but also for me as her Carer. Negotiating the complexities of government agencies, I found intimidating but your expertise in this important area and that of your team members Nicole Blain and more latterly of Vin Baculao was and is so valued and appreciated. You and your team have served us with personal care and concern in our difficult Dementia journey helping us to make informed decisions. I am most grateful Jillian for you and your team working alongside me at all times. This has been personally empowering. John.
Max Loftus
October 24, 2023.
Very happy with Nathan's expertise and personal and friendly approach. I recently retired and Nathan has been organising our retirement for a number of years now and we look forward to his support through our retirement. Nathan, along with Alteris have been a real asset. From Lyn and Max
Vikram Murthy
October 11, 2023.
I am very pleased to provide this testimonial to Nathan Hayes of Alteris Financial Group, who began managing our portfolio two years ago. From the outset, Nathan has impressed us with his domain knowledge, his willingness to explore possibilities, his sensitivity to our needs and expectations, and his ability to leverage opportunities to our best advantage. Nathan’s approach is measured and thoughtful, the financial strategies he proposes are carefully considered, and his integrity, work-ethic, and attention to detail, are exemplary. I sincerely believe that Nathan is an exceptional professional who straddles the worlds of strategic portfolio management, long-term financial strategy, wealth retention, and retirement planning. I would have no hesitation in recommending him to anyone looking for an honest, intelligent, and empathic long-term financial advisor.
Jennifer Sprod
September 14, 2023.
I have had a very positive experience with my financial advisor, Nathan Hayes. His expertise and dedication to my financial success have been evident in every interaction. He has consistently provided me with valuable advice and guidance, helping me to navigate complex financial decisions with confidence. His deep understanding of financial markets and strategies, combined with a genuine interest in my financial goals, has made him an invaluable resource. I appreciate his professionalism, integrity, and commitment to client service. I feel confident in his ability and trust him to manage my financial affairs. I would highly recommend him to anyone seeking a knowledgeable and reliable financial adviser.
Carol Dor
September 1, 2023.
Over the years that Nathan Hayes has been our financial adviser, we have found him to be very knowledgeable and a pleasure to work with. We highly recommend his services to those seeking a friendly and competent adviser.

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