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...
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...
Alteris Breaks the Bias This International Women’s Day calls on everyone to celebrate women’s achievements and raise awareness against bias. Today, we shine the spotlight on the community we have created amongst our team to support and advance women’s financial...
Meet Joanne Akkari – Manager, Brand and Marketing Joanne’s relationship with Alteris Financial Group started while consulting in 2014. It was an exciting time for the business, with the newly launched aged care financial advice service gaining traction. As the...
Retirement income on the house Retirement income on the house Asset rich and income poor is the dilemma faced by many retirees. But there may be opportunities to boost your income in retirement by tapping into your biggest asset – your home. With property prices...
Meet Lisa Fuentes – Chief Operating Officer Lisa Fuentes is Chief Operating Officer for Alteris Financial Group and has been with the company for almost 20 years, having joined Alteris when it was based in Parramatta. She started as a Client Services Manager and...
