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...

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...

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...

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 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...

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...

Alteris Financial Group advisors first met Joan* and John*, at the beginning of last year. They were a lovely couple living in a quiet, leafy Sydney suburb but struggling to look after themselves in the family home. Joan was 82 and, although in good physical health,...

Tell us about yourself I worked as a bookkeeper and assistant accountant for 20 years before obtaining my Master’s degree and becoming a CPA. In addition, I spent 21 years as a medic and rose to the level of Company Sargent Major with the Army Reserve.  What would...

A hefty tax refund is a good incentive to ensure you are diligent at tax time and it’s understandable that you may believe it’s more cost-effective to DIY your tax return. New tax thresholds were introduced on 1 July 2020 with a new low- and middle-income tax offset,...

We’re all a little guilty of neglecting our super, particularly when retirement can feel so far away.  But decisions made today can directly impact your future financial situation so it’s worth investing the time to look into your super. The further you are from...

Amy Atkinson, Financial Adviser Wealth, summarises the budget areas where the majority of beneficiaries will be women.This year’s budget saw the introduction of the first ever Women’s Budget Statement which shows an increased focus on women, our safety, and our...

Kate Golder is the Executive Director and Head of Wealth and Accounting at Alteris Financial Group and was named one of Australia’s top 100 financial advisers in 2020 and again in 2021, ranked 47. In a recent talk at her old high school, Kate spoke about her...

Feel like you’re running on a hamster wheel, beholden to the constant pinging of your phone,? You’re not alone, with the trap of always being ‘on’ a curse of the modern day world. A 2019 report from BankMyCell found that the average smartphone user checks their device...

We’ve all heard that it’s important to surround yourself with a supportive tribe. After all, great memories are better when shared and as they say, a problem shared is a problem solved. That’s great, but what does ‘a tribe’ actually mean and how do you go about...

What is budgeting? How can it help? Simple vs complex? Budgeting means different things to different people. For some, unless you know where every cent is going, it isn’t really a budget. For others, having a general idea of where your money goes is enough. Overriding...