At Alteris, we believe that financial advice is more than just numbers. It’s about people, families, and their futures – what we call “Prosperity, for life”.

Since our beginnings in 1998, we’ve grown into a leading boutique wealth management firm by staying true to one principle: our clients come first. We specialise in comprehensive and tailored financial advice across generations. Our growth has been driven by innovation and a commitment to excellence, transforming us from a small practice into a firm across five locations.

What We Offer

• Personalised financial and investment advice including intergenerational wealth planning
• Award-winning, specialised aged care financial advice
• Unique investment opportunities for wholesale investors
• Community initiatives like Alteris Women, empowering financial confidence

Why Clients Choose Us

• Privately owned and self-licensed since 2011
• Strong client service and paraplanning teams
• Trusted by thousands of families and professionals
• Recognised industry leaders with an award-winning team

Whether you’re planning for retirement, navigating aged care, or building wealth for future generations, Alteris is here to guide you every step of the way.