Alteris Financial Group is proud to announce two new additions to its leadership team. Based in the company’s Sydney office, Simon Donohoe and Naomi Holmes bring a wealth of experience and industry knowledge to the Group.
wealth
Has your SMSF become a Zombie?
Do you have a Self-Managed Superannuation Fund (SMSF) with a balance under $500,000, are not yet retired but some unexpected life events have halted your ability to contribute more to your SMSF?
Successful investing is not just about performance returns
We have a cultural obsession with chasing performance returns when we are choosing our investments, writes Andrew Zbik.
Why family offices are comfortable with private debt
Family offices are comfortable with private debt/private credit in a way that retail investors are still to address in the search for consistent returns for the defensive part of the portfolio.
A philosophy to help build wealth
Imagine what would happen if you started to build a house with no plans? The wrong amount of concrete may be ordered for the foundations. The Foundations may not match how big you want the house to be. Ultimately, the building may not be able to support the roof and that whole house will fall down.
Hoa Tran joins new planning group CreationWealth
Andrew Zbik has reunited with former Omniwealth colleague, Hoa Tran, at his recently formed planning group, CreationWealth. Ms Tran joins the planning firm as an Associate Financial Adviser.
Are you really ‘surplus’ing or actually saving?
According to the Reserve Bank of Australia (RBA), Australian households are currently savings 5.5% of their income.
Good insurance advice helps in your time of need
A good Financial Adviser will devise a strategy that will protect you when you need help.