" /> Kate Golder named in Australia's Top 100 Financial Advisers for the second year - Alteris Financial Group

Kate Golder named in Australia’s Top 100 Financial Advisers for the second year

Alteris is proud to announce that Kate Golder, Head of Wealth and Accounting, has again been named one of Australia’s top financial advisers for the second year in a row. This year, Kate is ranked amongst the top 50 financial advisers.

The list is compiled annually by the Australian newspaper and US financial investment publication Barron’s. Advisers are evaluated by an exhaustive survey and participation is invitation only. Rankings are then calculated based on client assets managed by the adviser, fees and revenue generated by their business, and the quality of the adviser’s business.

The quality-of-practice category assessed several factors including an adviser’s experience, credentials, client-service resources, and charitable and philanthropic work. Responses are then evaluated by an advisory board made up of representatives from across the industry.

Kate said she was honoured to be once again named on the list and this year, The Australian’s business magazine, The Deal, featured a story on Kate and her journey.

She reflects on the firm’s consistent client-first approach:

“We have very long-lasting relationships with our clients and we are really proud of this. I work with clients who are experiencing the best of times and the worst of times. Clients trust us with everything they have worked for and they need to be assured that, as their financial adviser, I have their best interests at heart”

Congratulations Kate on this achievement!

See Kate’s feature article and the full list here:  The List – Australia’s Top 100 Advisers by The Australian, in association with Barron’s.

 

More insights

When do we start the aged care conversation?

When do we start the aged care conversation?

At what age should you start thinking about your aged care needs? The answer is simple - any age is a good time. This is regardless of whether you are in your early retirement years or well into retirement. If you are lucky enough to still have your parents, starting...

read more
August 2021 Insights

August 2021 Insights

It’s August, and this chilly winter and periodic lockdowns can’t end fast enough for many of us. One bright spot, along with the golden wattle at this time of year, is the golden performance of our athletes in Tokyo. The economic fallout from on-again, off-again...

read more
What if I exceed my super contribution caps?

What if I exceed my super contribution caps?

Making additional personal contributions to superannuation is a great way to boost your retirement savings in a tax-effective way. But there are strict caps or limits on the amount you can contribute each year and stiff tax penalties for exceeding the limits. Even...

read more