wealth management

Creating confidence when choosing a firm for “wealth management”.

Don’t make wealth destroying decisions based on headlines.
Contact the team at Alman Partners TODAY!

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

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Our Service for your enquiry “wealth management”

Don’t be fooled into thinking that all financial planning advice is generic and suits everyone. At Alman Partners we recognise that each client has unique needs hence why every investment and retirement plan is personally created by our experienced team for each client based on their individual needs and financial situation. As a fiduciary investment advisor, we always ensure our client’s business interests are at the forefront when creating their financial plan. You can feel safe knowing your hard earned savings are being invested without conflicts of interest.

  • Financial advice
  • Comprehensive financial planning
  • Private wealth management
  • Wealth Creation
  • Retirement Planning
  • Asset protection
  • Wealth Management

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

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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

wealth management?

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.

 

Retirement financial planning | financial planner | wealth creation

The best time to plan for your retirement is well before you actually retire! Our clients can gain maximum benefits when they plan for their retirement while still working. All Alman Partners’ financial planners are experienced to help clients set achievable financial goals that will allow them to enjoy their desired lifestyle well into retirement. As one of the most reputable financial advisors in Mackay, Alman Partners has the expertise to assist clients with their wealth creation for a healthy financial future.

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.


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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


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Rick

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


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John & Carol


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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


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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 a specialised firm to assist you with “wealth management”  than you have come to the right place.

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Where can I get advice regarding wealth management?

Alman Partners Mackay Office
Street Address
8 Brisbane Street,
Mackay Qld 4740
(07) 4957-2572

Alman Partners Brisbane Office
Street Address
Level 6, 307 Queen Street,
Brisbane City Qld 4000
(07) 3112-7880

Alman Partners Head Office is located in Mackay, QLD.

Is a city in the Mackay Region upon the eastern or Coral Sea coast of Queensland, Australia. It is located nearly 970 kilometres (603 mi) north of Brisbane, on the Pioneer River. Mackay is nicknamed the sugar capital of Australia because its region produces greater than a third of Australia’s sugar.

There is inconsistency not quite the location of Mackay past most people referring to it as a part of either Central Queensland or North Queensland. Indeed, much confusion lies within the Queensland Government, with meting out services swine provided through both Townsville (North Queensland) and Rockhampton (Central Queensland). Generally, the Place is known as the Mackay–Whitsunday Region.

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