Alteris Financial Group
145 Eagle Street, Brisbane City, Queensland 4000
About the Business
Welcome to Alteris Financial Group, your trusted partner in navigating the complex world of finance. Located in the heart of Brisbane City on Eagle Street, our institution is a point of interest for individuals and businesses seeking expert financial guidance.
At Alteris Financial Group, we understand that life is full of financial opportunities and challenges. Whether you are a young professional just starting out, a growing family, or a retiree looking to secure your future, we are here to guide you every step of the way.
Our team of experienced professionals is dedicated to helping you make informed decisions that align with your unique goals and circumstances. We believe in building long-term relationships with our clients, taking the time to understand your individual needs and aspirations.
With our extensive knowledge of the financial landscape, we offer a wide range of services to cater to your specific requirements. From investment strategies and retirement planning to insurance solutions and wealth management, we have the expertise to address all aspects of your financial journey.
What sets us apart is our commitment to providing personalized and tailored advice. We believe that no two clients are the same, and thus, we take a holistic approach to ensure that our recommendations are aligned with your financial objectives. Our team will work closely with you, providing ongoing support and guidance as your circumstances evolve.
As a trusted establishment in the finance industry, we pride ourselves on our integrity, professionalism, and transparency. We adhere to the highest ethical standards, always putting your interests first. Our aim is to empower you with the knowledge and confidence to make sound financial decisions that will shape your future.
So, whether you are seeking assistance with managing your investments, planning for retirement, or protecting your assets, Alteris Financial Group is here to help. Visit us at our conveniently located office on Eagle Street, Brisbane City, and let us guide you through the intricate world of finance. Together, we can unlock your financial potential and secure a prosperous future.
Photos
Contacts
145 Eagle Street, Brisbane City, Queensland 4000, Australia
Opening hours
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Kerri helped us successfully navigate the detailed processes required to ensure provision for our mother for many years to come. She was always professional, actively listened and presented a number of scenarios for consideration. Along with Elaine, they then dealt with all government and other agencies to ensure everything was implemented and working as planned, taking all the stress out of a very complex process. We are forever grateful for their help and recommend Alteris, without reservation."
"Kerri Mendl and her team at Alteris were wonderful support for my dad and me in helping manage my father’s financials in relation to moving into an aged care home. Kerri helped me on two fronts (a) in breaking down the options of moving into an aged care home including what room he could afford, explaining all the different fees, and other government benefits we hadn’t considered (b) acting on our behalf for all correspondence with Services Australia, including moving into an aged care home, and changes to his financials thereafter. All of this activity takes a lot of time. I work full time, live interstate and have never been through this process before. Therefore the work that Kerri did for us was invaluable. I had peace of mind that we were moving my dad into a place that was affordable and one that we really liked. Plus all I had to do was notify Kerri of financial changes and Kerri took care of all the rest. I relied on her experience, industry expertise and know-how to do the heavy lifting and I am very grateful. It took a lot of stress off what is already a stressful process. Kerri also had a calm demeanour and was never bothered with me asking questions or to repeat things for me to understand. Thank you Kerri and team for all of your assistance. Thank you for your patience and I am grateful to know that my dad will be well looked after without having to worry about financials on top of it all. I would not hesitate to recommend you to others who are going through a similar process to me."
"My wife became the EPOA for our 90 year old neighbour who needed to move to an aged care facility. We are both technologically challenged and found that Alteris saved the day when dealing with the complexity of aged care financing and pension issues. They were very patient and professional and we would strongly recommend them to anyone. Their new ongoing involvement product addressed my concerns going forward."
"Recently my 94 year old father moved into an aged care facility and I wish to say a sincere thank you to Kerri Mendl for her professional assistance and kindness to us. She helped us understand the fees and processes and, with her team, managed the Centrelink requirements for us. It gave us peace of mind when decision making. With her guidance we were able to navigate this very difficult time knowing exactly where we stood financially and without the stresses of having to deal with government departments. We were able to concentrate on making Dad’s transition into aged care as easy for him as possible. Thank you."
"Kerri showed genuine concern and compassion for my mum’s individual circumstances and gave practical and independent advice. This helped me put a plan in place, which I was able to quickly activate when given a week to take up an aged care placement. Knowing how to arrange mum’s finances to fund her place really gave me peace of mind to focus on her well-being. I can’t recommend Kerri highly enough. Thank you Kerri."
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