About Alteris
Advice is personal before it is financial.
Financial advice is about more than numbers. It’s about people, families and building prosperity, for life.
Our story
Built around families, not product lines.
Founded in 1998, Alteris is a privately owned, self-licensed advice firm serving clients across Australia’s eastern seaboard. For more than 25 years, we’ve helped individuals and families make confident financial decisions with clear, personalised advice.
Explore three parts of the story to see how long-term relationships, connected expertise and local access work together.
Today, we provide financial and investment advice, award-winning aged care advice, investment opportunities for wholesale investors, and Alteris Women, our community focused on building financial confidence for women and girls. Our advisers are backed by experienced client service and paraplanning teams, ensuring every client receives the support they need.
Relationships that endure
Advice designed to stay useful as life changes.
From building wealth and planning for retirement to navigating aged care and legacy planning, clients can turn to the same trusted team as their needs evolve.
Since 1998Informed by expertise
Expert insight behind every investment decision.
Clients benefit from the expertise of our in-house investment team, independent investment insights from JANA, and access to a broad range of investment opportunities.
One connected teamLocal access, wider capability
Advice across Australia’s eastern seaboard.
You can meet with an adviser in Sydney, Melbourne, Brisbane, Rockhampton or Gladstone, supported by the experience and resources of the broader Alteris team.
Five officesWhat makes Alteris different
Advice for every stage of your journey
From building wealth to navigating aged care and creating opportunities for future generations, Alteris brings together specialist advice and personal support to help clients make confident decisions.
Investment philosophy
Discipline before prediction.
We follow a clear investment philosophy focused on sustainable returns, preserving capital and managing downside risk. Every portfolio is designed to balance risk and return, with investment strategies tailored to each client’s goals, needs and stage of life.
How we invest
Aged care advice
Award-winning specialist capability.
For many families, aged care decisions arrive suddenly. Our Lifestyle and Care team provides clear guidance on fees, pensions, the family home and affordability so important care decisions can be made with confidence.
Explore aged care advice
Alteris Women
Confidence grows through community.
Alteris Women is a community-led movement changing how financial advice engages women. Events are grounded in lived experience, encourage connection and build financial confidence, so decisions reflect each woman’s own financial needs and values.
Explore Alteris WomenConnected 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 to help you grow, protect and enjoy your wealth.
Protect and Structure
Accounting, tax, estate planning, insurance and lending support tailored to your family, business and future goals.
Lifestyle and Care
Clear, specialist guidance to help you and your family navigate retirement living, downsizing and aged care decisions.
Start the conversation
Begin with a conversation, not a product.
Tell us what you are planning and we will connect you with the right person.