Welcome to Alman Partners
We hope you find all the information you need to choose our firm to assist you to secure your financial future. Since our establishment in 1985, we have been leading, educating and inspiring our clients and community to make smart financial decisions, in line with what matters most to them in life.
Alman Partners is a privately owned and self-licensed specialist wealth management firm. We have built our reputation on putting our client’s best interests first. Not being licensed by the providers of financial products allows our firm the objectivity to select the most appropriate solutions available market-wide. We were also pioneers in our industry, moving towards a predominate fee for service model many years ago which provided our clients with the transparency of fees and access to wholesale investment solutions.
Alman Partners is one of only a handful of Certified Fiduciary Financial Advisers in Australia.
What is a Fiduciary?
An investment fiduciary is an individual who has responsibility for the management of the assets of others and is therefore in a special position of confidence, reliance and trust. The duty of loyalty requires fiduciaries to act in the best interest of those they serve and to avoid or properly manage conflicts of interest.
Our True Wealth Philosophy
“Money can’t buy you love, but it helps in its pursuit”
In the grand scheme of things, money is important. However, no one on their deathbed really thinks about their bank balance. To be perfectly frank, we have all met more than a few very unhappy wealthy people, who have given up a piece of themselves for the mighty dollar.
Money is only significant to the extent that it allows you to enjoy what is important to you, and not worrying about your finances is critical to having a life that excites you. Financial freedom allows you to nurture those you love, and fulfil your highest aspirations. To us, that is ‘True Wealth’.
Our approach to designing a plan that excites you begins with understanding what is important to you about money. This one question starts a journey which explores your values around money, because at Alman Partners we think it is vital you understand why you are building wealth.
I got into a taxi, and the driver asked, where I wanted to go? I replied, ‘I don’t know!’
Not having clearly defined goals around your finances is just like the taxi trip. You could end up anywhere or nowhere.
The team at Alman Partners will help you realise what’s important to you, and then align your financial choices with the great life you want. This foundation gives you the inspiration to commit to achieving your most important goals.
Watch this video as Paul Shepherd demonstrates the power of identifying your deeply held values around money, then exploring how to get clarity around your most important goals.