Alteris Financial Group - Sydney (NSW)

5 /5 Richard Peyton: 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 Mothers 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!

5 /5 Kim Briskey: 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.

5 /5 Lynne Treweek: Dealing with the stress of Aged Care, particularly the financial side of it, can definitely take a toll on all concerned. It was such a relief to be referred to Alteris Financial Group who were able to walk us through every step of the process and take away the pressure and uncertainty. They are extremely professional and knowledgeable of all aspects of the Aged Care system and time and again they achieved successful outcomes for our mother and for us. We would have been lost without their expertise and genuine caring. Thank you Jillian and Dianne for your valued support and professional approach to what is an extremely hard time for families dealing with Aged Care and all the emotions associated with it. Lynne Treweek

5 /5 glyn doherty: My family and I engaged Alteris to help us understand the myriad of issues and financial factors facing us as we planned for my fathers entry to an aged care facility. We couldnt have been more pleased to have Ron Tyler from Alteris assist our education. Rons friendly, relaxed style and undoubted depth of knowledge enabled us to gain answers to our many questions. Ron also helped identify a number of areas for our further investigation that wed not previously considered. We were delighted with the service we received from Ron (and Alteris) and would thoroughly recommend them to anyone seeking to navigate the turbulent waters of aged care planning.

5 /5 Amber Dalrymple: I highly recommend Jillian Clarke​​​​ as a Financial Adviser. I was referred to Alteris when faced with choosing and financing an aged care option for mum (who has advanced Alzheimers). Jillian spoke with my sister and me on a number of occasions when we were feeling pretty stressed and overwhelmed with the situation. We came away from each discussion with some clarity and a plan. Jillian provides consistent, clear advice that speaks to her extensive experience in this complex field. But, aside from being an exceptional adviser, she also supports her clients with empathy and understanding.