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
Investing in the next generation
For many, the goal of investing is about creating wealth for a comfortable financial future, as well as a legacy that supports your children and grandchildren for decades to come. But one of the greatest risks to that legacy can be the challenge of dealing with sudden wealth…
May 2026 Investment Forum Roadshow
From 20 to 26 May, our team was on the road connecting with clients across Sydney, Rockhampton and Melbourne for our Client Investment Forum roadshow, including hosting our Rockhampton forum at a beautiful new venue. The sessions provided a timely focus on navigating...
EOFY Checklist – 30 June 2026
With the end of financial year fast approaching, now’s the time to make the most of opportunities to maximise super and tax benefits. For many people, super remains a highly tax-effective structure for holding investments to accumulate retirement savings.