Alteris Financial Group

Navigating the My Aged Care system is very complex, but Rhys Foan at Alteris made the entire process understandable and far less overwhelming. He demystified the financial side of aged care with clarity, precision, and a depth of knowledge that immediately built trust. His guidance was always thorough and personalised, offering clear strategy options and projections that helped me make confident decisions for my father as he transitioned into permanent nursing home care — a very challenging and emotional period for our family. Rhys provided steady support when it was most needed, and his professionalism was matched by his warmth. He is a genuinely lovely, personable gentleman. I’m deeply grateful for his expertise and compassion, and I highly recommend Rhys to anyone seeking trusted, skilled, and caring aged‑care financial advice.

We had our portfolio switched to Alteris by our previous adviser (now retired). Over the years we find Alteris to be a good company looking after our financial affairs, with regular email updates, online and on site seminars. We're especially pleased to have Bronwen Batty as our financial adviser. She holds regular review meetings with us, either face to face or via Teams. She answers our queries, listens to our requirements and provides good advice and helps us achieve and maintain our financial goals, giving us peace of mind and allowing us to enjoy our retirement, knowing that she and Alteris have our backs. We have introduced her to our daughter and son in law as their financial adviser. We highly recommend Bronwen.

Our adviser Anthony Pears at Alteris provides an exceptional level of service regarding retirement planning and investment growth. He is very pleasant to work with and always takes the time to explain everything clearly, turning complex financial concepts into easy-to-understand advice. We appreciate his dedication to ensuring we not only have a plan but fully understand and feel confident in it. Thanks to his guidance, we feel secure and optimistic about our financial future. A five-star adviser! We also want to give a special mention to Colleen Seeto. She is incredibly helpful and makes the administrative side of things seamless and stress-free. Between the expert advice from Anthony and the excellent support from Colleen, we know we are in the best hands possible.

Kerrie Mendl and the team at Alteris have been a great support during Mum's transition to aged care. They don't just create a clear financial pathway and strategy, but provide broader advice and tips on working within the aged care system. They have saved me SO much stress, worry and anxiety particularly over the past year. I can't recommend how worthwhile it is to have knowledgeable people like Kerri in your corner while you are dealing with the complexities of aged care. In particular, Kerri has been supportive and understanding, while offering first class advice. She truly goes above and beyond for her clients. I highly recommend their services, please don't go through this alone.

Life has its challenges and we all get hurdles as we navigate through life. How we navigate changes and our financial wellbeing can be a tough decision. Sifting through various options and opinions is another story. At the end of the day most people have to consider retirement and whether it is feasible, at whatever stage of our lives this occurs. My simple advice to anyone in this dilemma is to seek professional advice, and yes it will cost you. It's worth it in the long run! You betcha! The cost is minimal considering the outcome. Alteris Financial Group and Amy Atkinson, (Senior Financial Advisor, Wealth) - in my opinion, have met my wife and my goals in order for us to achieve a balanced lifestyle and financial security. This has allowed us to retire and know that what we worked bloody hard to achieve, is being looked after by professionals and people who really do care about us. Family and friends have recommended and used Alteris Financial Group in their diverse capacity, and achieved success. I reached out and spoke to Amy over the phone, discussing in brief my needs and current financial situation. Amy suggested a meeting with her but I let it slide for many months. After much deliberation, I spoke to Amy for the second time and discussed setting up a meeting with my wife and myself. Amy somehow managed to capture what I discussed, in detail from our initial conversation and was able to converse on a professional level. I was impressed by the skill Amy displayed and a trust and rapport was initiated from the onset. My wife and I had our first meeting in Sydney at Carrington Street with Amy. Upon reaching the correct level, my wife and I discussed how well appointed the surroundings were and the courtesy extended by Elizabeth, the front of house person. At every level the both of us were treated in a genuine and caring manner. From the onset we felt at ease with Amy and our discussion proceeded that way. True to her word, Amy compiled a Statement of Advice, outlining in detail different scenarios. It has only been since February 2025 that Alteris Financial Group has been looking after us but it seems like a lot longer. Amy has always presented in a Professional and timely manner. Altreis is fortunate to have Amy as a valued member of their team and we consider Amy as our trustworthy financial adviser. The both of us look forward to a healthy future with Alteris and Amy Atkinson.

We were very lucky to have been directed to Chris Nothling as a specialist who could assist us negotiate the many complexities and pitfalls associated with difficult and emotional task of entering our mother into the Aged Care system. Chris was very personable, thorough, clear in explanation, and modelled some options that enabled us to adopt the most suitable direction. He was also very agreeable to collaborating with Mum’s own Financial Advisor in the process. We were particularly relieved to learn that the Alteris team could then implement the majority of our plan by navigating the requirements of the many Government agencies involved in the process. This was certainly a weight off our shoulders. We will certainly recommend Chris to anyone looking to enter a loved one into Aged Care. Some 4 years after writing the above review I can honestly say that Alteris have carried on the great work! Following implementation of the developed plan, we further engaged Alteris' Lifetime Serive Offer to act as our Nominee to liaise with the various Government Agencies and the Aged Care Facility to ensure that the relevant charges were applied correctly. This followed the submission to Alteris, on a quarterly basis, financial updates of our Mother's assets. The various Alteris agents we liased with over the 4 years always acted with diligence and professionalism. I cannot emphasise enough how this liaison helped us with the navigation of such a complex area!

We engaged Alteris to help us navigate our elderly mothers financial situation and residential care finances. We were not disappointed with Kerri and her team who made the whole process easy and stress free. Kerri and her team were caring and professional and we are very grateful they were referred to us by a friend. Would highly recommend.