Alteris in the media
Kate Golder, Head of Wealth and Accounting, was recently featured in Professional Planner, giving her insights in to the industry and her journey in financial planning.
“Clients trust advisers with their finances, so while numbers matter, it needs to be explained well, and clients need to feel that advisers have their best interest in mind, otherwise the relationship won’t work. Trust is key.”
More insights
TPD Insurance: Why it matters and what’s changing
Life can change in an instant. An unexpected illness, injury, or mental health challenge can suddenly affect your ability to work and earn an income. That’s why Total and Permanent Disability (TPD) insurance exists, to provide vital financial protection when you need...
October 2025 Client Seminars
In October, we welcomed clients in Sydney, Melbourne, and Rockhampton for a series of seminars focused on navigating market trends and building financial confidence across generations. These events explored two key themes: understanding the economic forces shaping the...
Stay Sharp. Stay Secure: Your guide to staying safe online
Think cyber security is just for the tech team? Think again. October is Cyber Security Awareness Month, the perfect time to pause and ask yourself: Am I doing enough to stay safe online? To help you stay protected, we’ve gathered some practical tips from Cindy Jeeves,...