Brisbane Financial Advisers
We’re here as your trusted partner, always focused on what’s best for you. Come visit our Eagle Street office and let’s discuss how we can help you achieve your goals.
Capitalising on Brisbane’s growing wealth opportunities takes more than timing — it takes a financial partner who understands the local landscape and is committed to protecting your long‑term prosperity, not just delivering short‑term gains.
At Alteris, we simplify the complexity of wealth management. Whether you’re a business owner looking to extract value or a family planning for future generations, we develop tailored strategies that transform your financial resources into lasting lifestyle freedom.
Why Brisbane families trust Alteris
For our clients, financial success isn’t just about accumulating assets, it’s about having the freedom to live life on your own terms. We call this prosperity, for life.
Since 1998, Alteris has built a reputation for technical excellence and genuine client advocacy. We’ve remained privately owned and self‑licensed, giving us the independence to provide advice driven by your needs.
Brisbane families choose us because we bridge the gap between complex high‑net‑worth advice and meaningful personal connection. They also value our specialised expertise in aged care financial planning, which helps them make informed decisions during some of life’s most emotional and complex transitions.
We don’t believe in a hard sell. Instead, we focus on education and partnership, supporting communities like Alteris Women to build financial confidence across the state.
Comprehensive financial planning services in Brisbane
Wealth Management
Strategic portfolio construction designed to preserve capital and deliver consistent long-term growth.
Aged Care Financial Advice
Specialised advice on minimising aged care fees and navigating Centrelink requirements.
Retirement Village Living
Clear analysis of retirement village contracts to help you transition with total peace of mind.
Accounting and Tax
Integrated tax and accounting services to ensure your wealth structure is efficient and compliant.
Personal Insurance
Defensive strategies to protect your income and family assets from life’s unpredictabilities.
Lending and Finance
Expert debt structuring and access to leading lenders for property and business finance.
Investment advice and wealth management
As Brisbane continues to grow, the investment landscape is changing just as quickly. At Alteris, we believe sustainable wealth is built on evidence, not speculation.
Our investment philosophy is grounded in discipline and global research. We ignore the noise of the daily news cycle and focus on what we can control: asset allocation, cost efficiency, and rigorous diversification.
Whether you’re building a portfolio from an executive salary in Ascot or managing a family trust in Hawthorne, we create investment structures that align with your tolerance for risk. We give you the confidence to stay the course, knowing your wealth is working towards a specific objective.
Retirement planning in Brisbane
For many Queenslanders, retirement marks an important lifestyle transition, moving from years of accumulation to a period of enjoyment.
But that transition often brings questions: Can we afford the move to the Sunshine Coast? Should we downsize our Clayfield home to a city apartment?
We help to provide the answers. Our advisers model your financial future in detail, showing how your capital can support your desired lifestyle, how to maximise Age Pension entitlements, and how to safeguard your income against inflation.
Let us handle the numbers so you can focus on planning the weekends away.
Superannuation and SMSF specialists
Superannuation is often the key factor that determines the quality of your retirement. The more super you have, the less you need to worry about your finances once you finish work.
However, legislation changes frequently. Our Brisbane team includes specialists in both retail super and Self‑Managed Super Funds (SMSFs), helping you navigate the rules to your advantage.
We help you look “under the hood” of your super. Whether you need to optimise contributions, review your insurance within super, or hold direct property in an SMSF, we provide the technical expertise to ensure your nest egg isn’t just sitting there gathering dust, but working to deliver a better lifestyle aligned with your needs.
Meet the Brisbane Team
Kate Golder
Executive Director & Head of Compliance
Kerri Mendl
Managing Adviser, Lifestyle and Care
Greg O’Reilly
Financial Adviser, Lifestyle and Care
Sean Bailey
Financial Adviser, Lifestyle and Care
Cindy Jeeves
Manager, Technology & Innovation
Chloe Marinucci
Advice Associate
Frequently Asked Questions
How are your fees structured in Brisbane?
We value clarity. That’s why we use a fee‑for‑service model, ensuring our advice is objective and free from conflicts of interest. We don’t use hidden commissions. Instead, you receive a clear, fixed quote after our initial discovery meeting, based solely on the complexity and scope of your advice needs.
Is it easy to park at our Eagle Street office?
Yes! While the Brisbane CBD can be busy, there are several convenient options. We recommend Wilson Parking at 12 Creek Street or the Riverside Centre car park. If you’re taking the CityCat, we’re only a few minutes’ walk from the Riverside terminal.
Can I arrange a virtual meeting instead?
Of course. We know that getting into the city isn’t always practical. We offer secure video conferencing for all our appointments, giving you the flexibility to access expert advice from your home, office or wherever you happen to be.
Visit our Brisbane Office
Level 3, 145 Eagle Street,
Brisbane QLD 4000
Opening Hours
Monday – Friday:
8:30AM – 5:00PM