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
Client Investment Seminars – May 2025
In May, we hosted our latest Client Seminars in Sydney, Melbourne, and Rockhampton, bringing together clients for timely updates on the current investment landscape and insights into our partnership with JANA. All three events were well attended by engaged clients and...
June 2025 Insights
With the federal election now behind us and another financial year drawing to a close, it’s the perfect time to reflect on all you’ve achieved over the past 12 months and prepare for a fresh start in the financial year ahead. During May, while market volatility...
Explainer – How do bonds work?
Unlike shares, bonds are not usually the flashy upstarts of the investment world, with every move reported in the media. But the Trump Administration’s extraordinary reshaping of global trade—marked by on-again, off-again tariffs of eye-watering proportions—thrust...