Welcome to Alman Partners True Wealth, Mackay & Brisbane's Premier company for Financial Planning, Superannuation and Investment Advice.
Where we put your best interests first
Alman Partners True Wealth is an independent 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. Whether you are looking for comprehensive financial advice designed to guide you on your journey to True Wealth, or a self-directed investment service, Alman Partners has a world-class solution for you.
Our clients are just like you!
They want to work with a financial adviser who places their best interests first while providing objective guidance. From superannuation and investment advice through to wealth management, our holistic advice process reviews all areas of your financial situation to ensure your economic security for the future.
Along with in-person meetings at our Mackay or Brisbane offices, we also can meet anywhere in the world using online video conferencing.
Alan & Catherine
Lenore & David
Rowena & Nick
Our True Wealth
580+
successful clients & growing. Join our client community today!
130+
happily retired clients living their True Wealth.
2
Nobel-Prize winning academics underpin our investment philosophy.
( Fama + Merton )
35+
years in Mackay,
and now in Brisbane.
Our Services
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:
- Comprehensive financial planning
- Investment advice
- Private wealth management
- Superannuation advice
- Aged care advice
- Asset protection
- Investment Second Opinion
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 and incorporate them, where necessary, in your financial plan:
- Wealth accumulation
- Tax planning
- Gearing
- Finance and loan structures
- Loan consolidation
- Redundancy planning
- Estate planning
- Cash flow and budgeting
Investment Advice
Not sure how or where to invest your money? Alman Partners can provide you with expertly tailored investment advice, incorporated within our holistic financial planning services. 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.
Superannuation
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.
Frequently Asked Questions
What does a Trusted Financial Adviser do?
What should I look for in a Financial Adviser?
Why do I need a financial plan?
How much do you charge and what do I get?
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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.
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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 Client Service Agreement document.
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Lastly, our clients generally retain our firm to provide ongoing review and advice over many years. This fee will be disclosed in our Client Service Agreement 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?
Am I obligated to continue with Alman Partners after the first meeting?
After the plan has been implemented, what happens next?
When do I need to update my Financial Adviser?
Do I need to come into the office for meetings?
Do you have parking facilities?
For our Brisbane clients, we will arrange for a secure car park for your appointment in a nearby parking lot.
Get Started Today
Contact us for more information on our financial services.
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