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
Australian vs International shares
Australian investors naturally feel comfortable investing close to home. We recognise many of the companies listed on the Australian stock market, understand the local economy, and often value the reliable dividend income Australian shares can provide…
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...