About Alman Partners
Alman Partners has been providing financial solutions and advice since 1985. Based in Mackay, Alman Partners have recently added a presence in Brisbane and along with online Video Conferencing, can meet anywhere in the world. Our team offers effective strategies on investments, superannuation, retirement planning, insurance and more.
As a privately owned firm acting as your fiduciaries, you can rely on us to provide advice that is your best interests. We are not licensed through the providers of financial products, which allows our firm the objectivity to select the most appropriate solutions available market-wide. Holding our own Financial Services Licence gives us greater capacity to put clients first, effectively removing potential conflicts of interest.
We are pioneers in the industry, offering a fee-for-service model that provides clients with exceptional transparency and wholesale investment solutions.
Alman Partners is one of only a handful of Certified Fiduciary Financial Advisers in Australia.
Why You Should Work With a Fiduciary
Did you know that over 70% of all financial planners are licensed through the providers of financial products? The banks and fund managers call this their ‘distribution channel’ or ‘sales force’. Following the 2018 Royal Commission into banking and financial advice, this arrangement has been called out as a conflict of interest in many cases.
At Alman Partners, we believe there should be a separation between the advice you receive and product recommendations. In other words, a firm who is your fiduciary puts your best interests first. 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. This places them in a special position of confidence, reliance and trust. Fiduciaries are required to act in the best interests of those they serve and to avoid or properly manage conflicts of interest in many cases.
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, money is only significant to the extent that it allows you to enjoy what’s important to you. Not worrying about your finances is critical to living 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 financial plan begins with understanding what’s important to you about money. We explore your values around money, so we can understand why and how you’re building wealth.
Not having clearly defined goals around your finances is like getting into a taxi without knowing your destination. You could end up anywhere or nowhere. Our team of experienced financial advisers will align your financial choices with the life you want. This foundation gives you the inspiration to commit to achieving your most important goals.
In the video below, Director of Alman Partners Paul Shepherd demonstrates the power of identifying your deeply held values around money.