Celebrating Awards Season at Alteris
Awards season has been an exciting time at Alteris, and we’re delighted to share the recognition our team has earned across various categories. These accomplishments highlight our team's dedication and expertise as we strive to deliver exceptional financial advice and...
Helping your adult children – financial education and considerations
Alteris Women recently hosted an event focused on “Helping Your Adult Children.” This event aimed to provide women and their families with practical tips for guiding their children while ensuring their own financial wellbeing remains secure. With more than 40...
Should I be a guarantor?
With the significant rise of house prices across the country, younger Australians face significant challenges on the journey to becoming a first home buyer. When you become a guarantor on your child's home loan, you use your home equity as additional security for...
The top 5 financial tips for your adult children
As parents, one of the most valuable legacies you can leave your children is the gift of financial literacy. Providing practical, tailored advice can set your children on a path to financial stability and success. Here are five essential financial tips to share with...
Caring through retirement
On Thursday, 23 May, Alteris Women hosted an event with a focus on "Caring Through Retirement". With more than 50 in attendance, the conversations focused on the emotional, financial, and practical challenges of informal caregiving. Currently, women represent 7 out...
Count her in: International Women’s Day 2024
International Women’s Day 2024 (IWD2024) provided the opportunity to honour the strength, resilience, and achievements of women worldwide, while recognising that women still face significant obstacles to achieving equal participation in the economy. On Friday 8 March,...
Women & Money: Managing the Unexpected
This month we held our event "Women & Money: Managing the Unexpected" in our Sydney office. We had a diverse and experienced range of speakers which included Amanda Doring (Principal, Russell Kennedy), Amanda Trenfield (MD, Authentic Human) and Bronwen Batty...
Meet Kerri Mendl, Specialist Lifestyle and Care Financial Adviser
Kerri Mendl joined Alteris Financial Group in 2019 and is today a key member of the Lifestyle & Care team. Kerri’s goal is to help families with a loved one who is transitioning into aged care or making plans for future care options. “Too many people don’t know...
Kate Golder named in Australia’s Top 100 Financial Advisers for the fourth year
Alteris is proud to announce that Kate Golder, Executive Director and Head of Compliance has again been named one of Australia’s top financial advisers for a fourth year in a row. Kate said she was honoured to be once again named on the list, being one of only 12...
Creating a Legacy: Ensuring your wishes are carried out
In a powerful display of solidarity, women in business recently gathered to support the work of The International Alliance for Women (TIAW) and The Global Federation of Chinese Business Women Sydney Chapter of Australia. The event served as a platform for women to...
Embracing women’s financial empowerment
On International Women's Day, our Hub in the Sydney office was buzzing with energy as staff and guests shared their experiences and met other women also passionate about our mission. We are proud to continue supporting the work of our partner The International...
Congratulations Jillian Clarke – ACS Aged Care Adviser of the Year Finalist
We are pleased to announce that Jillian Clarke has been named a Finalist in the Aged Care Steps inaugural awards in the category Aged Care Adviser of the Year. This category recognises an individual adviser who is deemed to have demonstrated outstanding professional...
Meet Amy Atkinson, Financial Adviser
Financial adviser in Wealth at Alteris Financial Group, Amy Atkinson, always had a desire to work in finance, and an avid interest in finance and money, therefore this pathway led her to the financial advice industry. “I was always really interested in saving and...
How to spot and stop financial abuse
Until recently, financial abuse was often kept secret, especially where it occurred within the family. Thankfully that’s changing with public awareness campaigns and help becoming more readily available. The emotional and economic damage caused by financial abuse can...
Alteris Women named Finalist in Women in Finance Awards 2022
The highly anticipated Women in Finance Awards 2022 shines a light on every highly skilled and talented woman propelling the finance industry forward, and we are excited to be named a finalist in the category of 'Women's Community Program of the Year'. Considered the...
Understanding the Gender Pay Gap
It will come as no surprise to most women that there is a gender pay gap between themselves and their male counterparts. Alteris Women investigates the statistics behind the Gender Pay Gap and the reasons why women typically get paid less than men in the Australian...
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 space. In the past year, there has been a...
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 short time, Alteris and its people have really...
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 Australian Bureau of Statistics, in its 2017-2018...
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 access to the funds that will empower them. This is the...
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 empowerment. At Alteris, we...