Who we are

Independently Owned

Alman Partners is an independently owned financial planning practice holding an Australian Financial Services Licence. Alman Partners is a principal member of the Financial Planning Association of Australia (FPA). As a member of the association our firm abides by the Code of Ethics and Rules of Professional Conduct. Alman Partners is also a member of the Asset Class Investors Group . The primary aim of the Group is to promote an academically based investment approach designed to deliver the highest prospect for you to enjoy a successful investment experience.

Fee for Service

Alman Partners is a fee for service based practice. Not being associated with a large bank, fund manager or insurance company allows our firm to provide objective advice. Should we recommend that you invest in a financial product our role is to source the most suitable and cost effective product available. When you consider that approximately 70% of financial planners are directly associated with the providers of the products, how can you be sure you are receiving any impartiality?

Our Planning Philosophy

Values-based financial planning

In the grand scheme of things, money is not that important.  It's significant only to the extent that allows you to enjoy what is important to you.  And not worrying about your finances is critical to having a life that excites you, nurtures those you love, and fulfils your highest aspirations.  Values-based financial planning will help you build a financial strategy, starting with your unique values.  Defining them will help you create a plan that not only looks good on paper, but also spurs you to follow through. By following a Values Based financial planning philosophy Alman Partners will help you realize what's important to you, align your financial choices with the great life you want, and become inspired to do whatever it takes to have that life.

Our Investment Philosophy

Our personal philosophy can be summed up in the poem “If” by Rudyard Kipling.

 

Our investment philosophy can be summed up here.

 

Our professional philosophy aligns with the FPA Code of Ethics

 

Contact us to find out more.