Kew Specialist Hub - Kew (VIC)

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!

Oliver Weasley Steve was communicative and extremely efficient in assisting in all regards of acquiring loan, got me a great rate and made the process smooth as butter, couldn’t recommend more. Cheers again team !

Karan Parmar Onkar was extremely efficient and made the whole process stress-free. He is very knowledgeable and would highly recommend him for those wanting a great experience.

Trevor Bond Natalie and the team at Future Steps have provided service to me over several years and always with a professional attitude combined with expert product knowledge. I’m happy to recommend to anyone seeking financial guidance.

Richard Peterson Suntax make the entire tax process seamless, and I always feel confident that everything is handled accurately and efficiently. Highly recommend Lachlan and Suntax to anyone looking for tax professionals!