Alteris Staff Day Sharing the Vision Once a year, Alteris staff come together to celebrate the team and reflect on the company’s values and objectives. It’s been a while since we were all able to gather in person to work side by side, sharing an office...
Meet Bronwen Batty, Senior Financial Adviser Senior financial adviser Bronwen Batty brings two decades of experience as a financial adviser to Alteris Financial Group. Having joined at the end of 2021, she is a relatively new face in the company, however, in this...
Intergenerational Living and Estate Planning As our population ages, and the majority of people live longer, it’s become common to consider intergenerational living when it comes to financial planning and, in particular, how that affects estate planning. The...
Meet Naomi Holmes As Head of Wealth, Naomi oversees a team of financial planners. “People and clients are the two things I care about,” she explains. “I feel a huge responsibility in a leadership role to ensure I have a strong connection with the team and to take them...
Strengthening the work of others who empower women As we know, women have been disproportionally impacted by the pandemic, and are the worst affected by the nightmare of war. To rebuild their lives and to find a pathway to the future they deserve, all women need...
