Sydney Financial Advisers
Whether you need assistance with complex estate planning or aged care advice, we act as your trusted financial partner. Visit our local office to discuss your future.
Managing your wealth in a city as dynamic as Sydney can be complex. To get the most out of your funds, you need more than just a spreadsheet, you need a partner who understands the intricacies and opportunities of the local landscape.
As a leading financial planner in Sydney, Alteris is dedicated to providing clarity and peace of mind, so you can enjoy the lifestyle you’ve worked so hard to build.
Why Sydney families trust Alteris
At Alteris, we believe financial advice for Sydney families is about more than navigating the property market or chasing returns. It’s about people, families and their futures. We call this Prosperity, for life.
Since 1998, we’ve grown from a boutique practice into one of Sydney’s leading wealth management firms by staying true to one guiding principle: our clients come first.
We stand apart from the transactional focus of many Sydney businesses. As a privately owned and self-licensed firm, our advice is never influenced by a parent bank or institution, so our loyalty lies entirely with you.
Sydney families choose us because we combine deep technical expertise with genuine care. Whether you’re a professional in your 50s planning for retirement or a family managing an inheritance, we help you make sense of the noise.
We don’t push products; we build relationships. Through initiatives like our Alteris Women community, we host events right here in Sydney that foster trust and empower you to feel confident about your financial future.
Sydney families choose us because we combine deep technical expertise with genuine care.
Comprehensive financial planning services in Sydney
Wealth Management
Evidence-based investment strategies tailored to your life stage to help you grow and preserve your wealth.
Aged Care Financial Advice
Specialist guidance on funding care, structuring assets, and maximising pension entitlements.
Retirement Village Living
Expert assessment of retirement village costs and contracts to help you move with confidence.
Accounting and Tax
Integrated accounting, bookkeeping, and tax planning to unlock value and streamline your financial world.
Personal Insurance
Comprehensive risk protection for you and your family against illness, injury, or the unexpected.
Lending and Finance
Access to over 20 lenders for home loans, refinancing, and investment property finance.
Investment advice and wealth management
Successful investing isn’t about chasing the latest trend; it’s about discipline, research and a deep understanding of market fundamentals.
At Alteris, our investment philosophy is grounded in rigorous analysis and decades of experience. We construct robust portfolios designed to weather market volatility while capturing long-term growth.
We understand that wealth looks different for everyone in Sydney. Whether you’re building assets as a professional in Balmain or managing a complex multigenerational portfolio in Mosman, we help you structure your investments to serve your life, not the other way around.
By combining global research with local insight, we offer the steady hand you need to grow and protect your wealth.
Retirement planning in Sydney
For many of our Sydney clients, retirement isn’t just about stopping work; it’s about beginning the next phase of life.
You might be considering downsizing from the family home on the North Shore to a luxury apartment in the city, or planning a sea change to the Central Coast while keeping a base in town.
We help you run the numbers on these major life transitions. Our educational approach helps you understand how long your capital may last, how to maximise Centrelink entitlements where applicable, and how to structure your income streams to manage the rising cost of living.
We’re here to help you design a retirement plan that’s as active and fulfilling as you want it to be.
Superannuation and SMSF specialists
For many Australians, superannuation is their second‑largest asset after their home. Yet the rules surrounding super and self‑managed super funds (SMSFs) are complex and constantly evolving.
Our Sydney‑based team includes specialists who can help you navigate the regulatory landscape, ensuring your nest egg works as hard as possible.
Whether you’re seeking the control of an SMSF or the simplicity of a retail fund, we provide the expertise to optimise your tax position and investment mix, all from our local office.
Meet the Sydney Team
Frequently Asked Questions
How much does a financial adviser in Sydney cost?
We operate on a transparent fee-for-service model, which means you pay for our expert advice, not for sales commissions. Because every family’s circumstances are different, from straightforward retirement planning to complex aged care funding, our fees vary according to the scope of work involved.
Where is your office located?
Our Sydney office is centrally located in the CBD at Level 11, 60 Carrington Street, overlooking Wynyard Park. We’re ideally positioned for public transport, just steps from Wynyard train station and the light rail. If you prefer to drive, we recommend secure parking nearby at Wilson Parking on Clarence Street (entry via York Lane).
Can I meet you online instead of coming to the office?
Absolutely! While we love welcoming clients to our office, we offer full video conferencing capabilities for all appointments, allowing you to get expert advice wherever you may be.
Visit our Sydney Office
Level 11, 60 Carrington Street,
Sydney NSW 2000
Opening Hours
Monday – Friday:
8:30AM – 5:00PM