Perspective Financial Services Pty Ltd

13/07/2026

𝗠𝗼𝗿𝗲 𝗧𝗵𝗮𝗻 𝗠𝗼𝗻𝗲𝘆.

At Perspective, we've learnt that some of the most important conversations about money aren't about markets or numbers, they're about life.

Join us for a new storytelling series that brings women together to hear honest experiences of how significant life events have shaped financial decision-making, confidence and responsibility.

In conversation with Esther Althaus, Sarah Tatarka, will share her experience navigating finances after the sudden loss of her husband.

We hope to reduce the stigma around talking about money and remind women that they're not alone.

📅 Wednesday, 29 July
📍 Private home, St Kilda East
🎟 Book via https://www.trybooking.com/DNVPF

We look forward to welcoming you.

29/06/2026

After more than two decades in financial advice, Esther Althaus has seen how the conversation around women and wealth has evolved, and where there's still room to grow.

She recently joined Riddhima Talwani on the Financial Standard podcast to discuss some of the unique considerations women face when building wealth, and why there isn't a one-size-fits-all solution.

Thank you to Riddy and the Financial Standard team for these necessary conversations.

Listen to the episode below. If it sparks any questions, we'd love to hear from you. And if you're looking for a speaker on these topics, feel free to reach out to Esther or the Perspective team - [email protected].

Quickly and easily listen to Financial Standard Podcast for free!

24/06/2026

𝗪𝗲 𝗱𝗼𝗻'𝘁 𝗳𝗶𝗴𝗵𝘁, 𝘄𝗲 𝗮𝗱𝘃𝗼𝗰𝗮𝘁𝗲.

When things are done properly from the start, with honesty, transparency and full disclosure, there shouldn't be a fight.

Good advice isn't about conflict. It's about having someone in your corner when you need them most.

Listen to Esther Althaus and Peter Stathis discussing the many nuances of insurance, full conversation can be found here https://youtu.be/7uhljFHqhlA?si=bv2IxPwK0LGsdkV4

11/06/2026

𝗪𝗵𝗲𝗻 𝘄𝗮𝘀 𝘁𝗵𝗲 𝗹𝗮𝘀𝘁 𝘁𝗶𝗺𝗲 𝘆𝗼𝘂 𝗿𝗲𝘃𝗶𝗲𝘄𝗲𝗱 𝘆𝗼𝘂𝗿 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗰𝗼𝘃𝗲𝗿?

Life changes, families grow, careers evolve, and financial circumstances shift. Yet people rarely revisit their insurance to make sure it still reflects their needs.

We are fortunate to have Peter Stathis, a Life Insurance Specialist, join Esther to speak about some of the most common insurance blind spots and how insurance can make a significant difference when you need your cover most. Thank you to Peter for this important conversation.

Watch the full conversation here: https://lnkd.in/dx32BfX9

Let's see whether it's time for your own insurance review, visit perspectivefs.com.au for more information.

25/05/2026

EOFY is fast approaching, and with changing rules, deadlines and opportunities to consider, it’s important to stay organised.

We’ve created a practical EOFY checklist to help guide you through key considerations as you approach 30 June.

Also found on our 'Useful Links' section of our site - https://perspectivefs.com.au/useful-links/

12/05/2026

The 2026 Federal Budget was announced last night with many changes, particularly around property, trusts and tax reforms that can affect intergenerational wealth planning.

Beyond the headlines, the broader shift is worth paying attention to. Australia appears to be moving toward a system that places greater emphasis on wages, productivity and housing supply, while gradually reducing some of the tax advantages historically tied to investment assets and wealth structures.

For many Australians, there may be no immediate action required. But it is a reminder of the importance of proactive advice, long-term planning, and regularly reviewing structures as legislation evolves.

Some of the key discussion points include:

• Changes to negative gearing and capital gains tax
• Proposed trust taxation reforms
• Ongoing cost-of-living tax relief for workers
• Housing and first-home buyer initiatives
• Small business and productivity incentives

Periods of change often create uncertainty, but they also reinforce the value of having a strategy designed to adapt over time rather than react emotionally to headlines.

The detail matters, but so does context.

Reach out to us at perspectivefs.com.au to explore your financial circumstances together.

05/05/2026

We received some pictures of great moments from the Advice LIVE by Akumin Advisory, where Esther Althaus presented on intergenerational wealth considerations.

We’re actively working with clients to help them navigate this space with clarity, perspective, and practical solutions.

We’re also learning from within. Jesse Elaluf has hit the ground running, bringing a fresh, next-gen perspective that continues to shape how we think about these dynamics.

Esther always enjoys contributing to industry conversations, so if you’re planning an event and want a thoughtful voice on intergenerational wealth, feel free to reach out - perspectivefs.com.au

Want to see more moments from the conference?

14/04/2026

𝗦𝗵𝗼𝘂𝗹𝗱 𝘄𝗲 𝘀𝘁𝗼𝗽 𝗰𝗮𝗹𝗹𝗶𝗻𝗴 𝗶𝘁 ‘𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁’?

Esther reframes what this stage of life can look like. Not an ending, but a choice. A time to decide how you spend your days and what matters most.

𝗔 𝗿𝗲𝗺𝗶𝗻𝗱𝗲𝗿 𝘁𝗼𝗼: 𝘆𝗼𝘂𝗿 𝘃𝗮𝗹𝘂𝗲 𝗴𝗼𝗲𝘀 𝗳𝗮𝗿 𝗯𝗲𝘆𝗼𝗻𝗱 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻, 𝗮𝗻𝗱 𝗶𝘁 𝗱𝗼𝗲𝘀𝗻’𝘁 𝗱𝗶𝗺𝗶𝗻𝗶𝘀𝗵 𝘄𝗶𝘁𝗵 𝗮𝗴𝗲:

Esther and Daniel, her first client, sit down to discuss a 20+ year client / advisor relationship. Watch the full conversation on YouTube here, https://youtu.be/dWftV_3Y8jU

If you’re thinking about your next chapter, reach out to the team at Perspective at [email protected] or visit perspectivefs.com.au. We’re here to help.