Gladstone Financial Advisers
Whether you are a business owner in the CBD or an industry professional looking to transition into retirement, we act as your trusted fiduciary partner. Visit our Goondoon Street office to start the conversation.
Gladstone is the industrial engine room of Queensland. But for the families and business owners who drive this region, turning hard work into lasting financial security can be a challenge.
At Alteris, we believe your wealth should work as hard as you do. We provide clear, strategic roadmaps that look beyond the next roster cycle or project boom to help secure your long-term future. We are here to help you secure your future.
Why Gladstone families trust Alteris
We understand that for our clients, wealth isn’t just about the numbers on a payslip. It’s about security, family, and the freedom to choose what comes next. We call this philosophy “Prosperity, for life.”
Since 1998, Alteris has grown by staying true to a simple promise: we are in your corner. Unlike many fly‑in, fly‑out services, we are committed to the region. We are privately owned and self‑licensed, which means our advice is independent and designed solely for you, not a distant parent bank.
Locals choose us because we combine the technical firepower of a national firm with the genuine understanding of a local practice. We have deep expertise in aged care financial planning, helping Central Queensland families navigate the complex and emotional transition to care with clarity and compassion.
We don’t pressure you; we partner with you. Through initiatives like our Alteris Women community, we are building a network of financial confidence right here in Gladstone.
Comprehensive financial planning services in Gladstone
Wealth Management
Robust investment strategies designed to smooth out volatility and grow your capital over the long term.
Aged Care Financial Advice
Specialised advice on minimising aged care fees and navigating Centrelink requirements for loved ones.
Retirement Village Living
Clear analysis of retirement village contracts to help you transition to your next chapter with peace of mind.
Accounting and Tax
Integrated tax and accounting services to ensure your business and personal wealth structures are efficient.
Personal Insurance
Tailored protection plans to secure your income and family assets against illness, injury, or accidents.
Lending and Finance
Strategic debt advice and access to leading lenders for home loans, equipment finance, and business expansion.
Investment advice and wealth management
In a region known for its economic cycles, stability is everything. At Alteris, we believe that real wealth is built on evidence and discipline, not on chasing the next hot tip.
Our investment philosophy is designed to weather the storms. We focus on what we can control: diversification, cost efficiency, and rigorous asset allocation. This helps protect your capital from local volatility while capturing global growth.
Whether you are a business owner diversifying outside of your company, or a family in Tannum Sands looking to preserve capital, we build investment structures that align with your timeline. We give you the confidence of knowing that your financial future is secure, regardless of what the local market is doing.
Retirement planning for Gladstone
Retirement looks different for everyone in Central Queensland. For some, it’s about staying local; for others, it’s a sea change to Agnes Water or Yeppoon.
Whatever your goal, the transition from a high‑income accumulation phase to a sustainable retirement income requires careful planning.
We take the guesswork out of the equation. Our team models various scenarios to show you exactly how your cash flow will look, how to optimise your Age Pension eligibility, and how to structure your assets to last the distance.
Let us handle the numbers so you can focus on the lifestyle you’ve earned.
Superannuation and SMSF specialists
For many in the resource and industrial sectors, superannuation is a significant asset, sometimes even rivalling the family home. But without the right structure, you could be paying too much tax or missing out on growth.
Our Gladstone team includes specialists in both retail funds and self‑managed super funds (SMSFs). We help you navigate the complex rules to ensure your hard‑earned money is working for you, not the fund manager.
From optimising contributions during high‑earning years to reviewing insurance within super, we provide the local expertise you need to maximise your retirement savings.
Meet the Gladstone Team
Allan McGregor
Financial Adviser
Nicole Brown
Paraplanner
Cara Vloedmans
Client Services Manager
Frequently Asked Questions
How much do you charge for financial advice in Gladstone?
We believe in fairness and transparency. We operate on a fee‑for‑service basis, which means you pay for expert advice, not for products sold. We do not accept hidden commissions. After an initial discovery chat to understand your situation, we provide a fixed‑fee quote tailored to the complexity of your needs.
Where is your office located?
Our Gladstone office is centrally located at Suite 4, 93 Goondoon Street. We’re right in the heart of town, making it convenient for you to drop in during business hours.
Do you offer appointments for shift workers?
Yes, we understand the roster lifestyle. While our office is open Monday to Friday, we offer flexible appointment times and full video conferencing capabilities. This allows you to get expert advice from home or on site, at a time that fits your roster.
Visit our Gladstone Office
Suite 4, 93 Goondoon Street,
Gladstone Central QLD 4680
Opening Hours
Monday – Friday:
8:30AM – 5:00PM