Financial Advice Windsor

Have confidence when choosing a firm for Financial Advice in Windsor.

Don’t make wealth destroying decisions based on headlines.

“When you have confidence, you can do anything.”
Sloane Stevens

Investment
Advice

Financial
Planning

Superannuation

Second Opinion
Service

Our Service

With over 35 years of experience in wealth management and financial advice, Alman Partners have the knowledge and expertise to offer a wide range of services, including:

  • Investment advice
  • Comprehensive financial planning
  • Private wealth management
  • Superannuation advice
  • Aged care advice
  • Asset protection
  • Investment Second Opinion

“Successful investment is about managing risk, not avoiding it.”
Benjamin Graham

Investment Advice

Not sure how or where to invest your money? Alman Partners can provide you with expertly tailored investment advice. We will work with you to develop clear and effective long-term investment strategies whilst considering:

  • Any Existing Investments
  • Asset Allocation
  • Diversification across Asset Classes
  • Your Risk Tolerance

Our highly qualified advisers will guide you through your investment experience, providing education along the way on how markets work, including inevitable volatility and the emotions that associate with this.

Financial Planning

Alman Partners can help you and your family achieve financial security through our tailored financial solutions. Specialising in business and personal financial planning, we can provide you with a high probability of achieving your financial dreams.

Our team has expert knowledge and experience in the following areas:

  • Wealth accumulation
  • Tax planning
  • Gearing
  • Insurance
  • Finance and loan structures
  • Loan consolidation
  • Redundancy planning
  • Estate planning
  • Cash flow and budgeting

Superannuation

All workers have it. But why is it important to be engaged with your super? Alman Partners can help you build a brighter future with our expert superannuation advice. Australia is one of the few countries in the world to have a three-tier strategy for retirement funding. Australian retirees generally rely on a mix of personal savings, a government pension (such as the Age Pension) and superannuation.

With a population shift occurring (meaning fewer taxpayers to support more retirees) and longer average life expectancy, the government pension will be placed under even more strain moving forward. This means getting involved with your superannuation is an important strategy for funding your retirement. The super system can be quite complex and seeking superannuation advice from a professional is money well spent.

Second Opinion Service

With all the complexity and volatility of today’s financial markets, research shows over 80% of investors don’t really understand their current portfolio’s risk characteristics. They are unsure of where to find objective advice, and generally don’t know what the total costs are.

Alman Partners gives you the opportunity to get a second opinion on your situation. If you are in good shape, we will tell you to stay where you are. Our advisers will also list areas of concern and key issues we have identified, so you can address them with your current adviser.

If we believe we can add significant value to your situation, we will also provide you with a comprehensive proposal, outlining our advice and implementation processes.

Where we put your best interests first

Alman Partners True Wealth is a specialist wealth management firm located in Mackay and Brisbane. Since 1985 we have been leading, educating and inspiring our clients to achieve their most important goals.

FAQs

What does a Trusted Financial Adviser do?

A ‘Trusted Adviser’ will always put your best interests first. The most important first step is to gain an understanding of your values around money, then clarifying what your most important goals are. Then we move onto where you are financially and start to chart where you need to be.

What should I look for in a Financial Adviser?

Definitely look at their professional qualifications and how long they have been advising clients in your area. Also in our view, someone who is not aligned with any product providers including banks or insurance companies. Do your homework; you want your Adviser to be your personal fiduciary.

Why do I need a financial plan?

Imagine getting into a taxi and telling the driver you don’t know your destination and to just drive. There is a good chance you will not end up where you really wanted to be. Having a comprehensive financial plan is a roadmap directing your decisions around what is important to you about money. A robust financial plan will clearly identify your most important goals and objectives, then provide a number of strategies to achieve them. Some practical aspects may cover cashflow management, debt management and reduction, investment advice, asset allocation, personal insurance protection and estate planning issues.

How much do you charge and what do I get?

Alman Partners charges our clients a fee for service paid directly by you. There are three components to our fees:

  • Initial Meeting fees are generally $330, however, if you have been referred to our firm from one of our clients or professional associates this meeting will be complimentary.
  • Construction & Implementation of Statement of Advice. Should you decide to engage us to provide you with a comprehensive Statement of Advice, we will charge you a one-off fee which will be quoted to you in a detailed Terms of Engagement document.
  • Lastly, our clients generally retain our firm to provide ongoing review and advice over many years. This fee will be disclosed in our Terms of Engagement so you can make an informed decision.


If you would like more information, please refer to our Financial Services Guide.

Why do I have to provide so much personal information?

You can choose to provide us with a clear understanding of your current position prior to our first meeting, or you can come in for the first meeting and get to us before deciding to provide personal information. This will most likely require a second meeting so we can put together some concept ideas to outline the value we believe we may be able to provide. This second meeting is generally complimentary.

Am I obligated to continue with Alman Partners after the first meeting?

No. Hopefully you will leave this meeting more knowledgeable and with a clearer picture of what actions you must take.

After the plan has been implemented, what happens next?

Depending on the complexity of your situation, we will offer to meet you once or twice a year for a review of your portfolio. At these meetings, we will discuss your overall financial strategy, performance and product costs, all while ensuring we are targeting towards your goals. Should you have any queries or changes that occur to your situation outside of these meeting times, your Adviser is always available to discuss this with you.

When do I need to update my Financial Adviser?

It is always best to inform your Financial Adviser of any major changes to your financial situation. This way we can ensure that your financial plan is on track and you are in the best position to achieve your goals. It is best to update your Adviser when you have a change in employment, receive a large pay increase, receive an inheritance or pay out a loan.

Do I need to come into the office for meetings?

We understand that making a visit to our office is not always possible, especially when you do not live in Mackay or Brisbane. We cater for all meeting types – face to face, phone only (with any relevant documents posted or emailed) and web-based meetings.

Do you have parking facilities?

Yes. There is plenty of parking available in our off-street car park accessible from 8 Brisbane Street, Mackay. We also have 3 car parks available next to our entrance for those with mobility issues.

For our Brisbane clients, we will arrange for a secure car park for your appointment in a nearby parking lot.

What our clients say about us.

Greg & Carolyn

We have always had advice from Frances that has been explained in a well structured manner to our level of understanding. We have never felt pressured to make quick decisions and have been re-assured many times that directions we have taken have been backed by sensible reasoning. I am now happily retired at 60 yrs of age with great thanks to Frances and the Alman team.

John

We are very happy with our experience with Alman’s, the team has been very welcoming and have answered our never ending list of questions. The communication and meetings when needed have been just right for us to continue to feel comfortable and confident in the advice we are receiving.

Melissa

John & Carol

Rowena & Nick

I can highly recommend Alman Partners as a firm who has the best interests of its clients front and centre of all they do. Their expertise and integrity are second to none. They certainly give me peace of mind in all my dealings with them, exploring any questions I may have and educating me in anything I need to know in order to make an informed decision. I know my investments will be secure and will help me reach my life goals.

Mara

We have been blessed to have Paul from Alman Partners to continually advise and handle all aspects in planning our financial security in retirement, tidying up Estate Planning, Family Trusts, Self-Managed Super Funds, Insurances etc. thus allowing us to focus on running a busy, successful business and raising our daughters. After having a bad experience with a previous financial adviser, Paul’s job has not always been an easy one but his professional, ethical and caring demeanor elicited our trust and respect and we gladly recommend Paul and Alman Partners to our many friends and business associates whenever possible.

Harley & Carol

In general, you probably hear about things that go wrong or don’t meet someone’s expectations fairly quickly, however, good feedback can be slow in coming. I must say Niyati that we have found working with you very enjoyable and we have developed a great respect for your knowledge and advice.

Tony & Lindy

7 or 8 years ago we decided to make an appointment to visit Alman Partners in Mackay in regards to our financial future. After a very professional in-depth presentation we made the decision to accept their proposal, a decision we have never regretted. We left their office full of confidence that our future was in good hands.

John & Desley

Lenore & David

We are very grateful that our association with Alman Partners began over 22 years ago. Their expert advice and guidance over that time is enabling us to live our life exactly as we want, at a time when we are still healthy and young enough to be able to enjoy ourselves with no concerns about our financial future.

Barry & Carol

Along with in-person meetings at our Mackay or Brisbane offices, we also can meet anywhere in the world using online video conferencing. If you are looking for Financial Advice in Windsor than you have come to the right place.

Financial Advice Windsor

Windsor is an inner northern suburb in the City of Brisbane, Queensland, Australia. In the 2016 census, Windsor had a population of 7,013 people.

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