Women & Money: Managing the Unexpected

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

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...

Meet Kim Kitchen – Executive Director and Head of Alteris Private

Meet Kim Kitchen – Executive Director and Head of Alteris Private

A love of storytelling and connecting with people has been an integral part of Kim’s working life since she left school. With a dream to become a pilot with the Royal Air Force unable to be fulfilled, Kim sought other opportunities and secured a role working for a...

Creating a Legacy: Ensuring your wishes are carried out

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...

Meet Sandy Lui, Financial Adviser

Meet Sandy Lui, Financial Adviser

Sandy Lui joined Alteris Financial Group in 2019 as a Financial Adviser and describes herself as a multi-faceted person: “I’m a mother, wife, daughter, sister, friend and Financial Adviser,” she laughs. She is currently working a 4-day week so that she can enjoy...

Embracing women’s financial empowerment

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...

Meet Amy Atkinson, Financial Adviser

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

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

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

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

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

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

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...

Meet Naomi Holmes

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 on a journey with...

Strengthening the work of others who empower women

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

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...

Meet Joanne Akkari – Manager, Brand and Marketing

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 company continued to grow, a rebrand was necessary to...

Retirement income on the house

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 booming, many retirees are finding...

Meet Lisa Fuentes – Chief Operating Officer

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 then moved into a Team Leader role, before...