Individuals | Alman Partners

It’s All About You

Our services are not organised into a few neat boxes. Why? Because you won’t fit neatly into any of them! At Alman Partners, we understand that everyone’s situation is unique. There is no “one size fits all” solution. Our approach is to work closely with you to create the perfect fit, so you achieve the security and wealth you are looking for. So rather than trying to fit you into standard products or “boxes” we have developed an approach that is focused directly on you.

alman_partners_boxes

Yes, we are investment experts, masterminded by the best academic research available. However, we know your life is much more complex than just investing your capital successfully. Whether you are interested in ‘world class investment solutions’ or holistic financial planning advice, our clients are looking for a customised and personalised service offering. The specific blend is dictated 100% by you.

The ultimate value we deliver for our clients:

Help you make smart financial decision, in line with the things that matter most to you in your life.
Provide you with confidence that no matter what happens in the markets, the economy or the world, you have a high probability of achieving your most important life goals.

Discovery Meeting

Once you’ve contacted our office and had a brief phone conversation with one of our senior advisers, you will be invited to a Discovery Meeting. This is a great opportunity to get to know each other in a relaxed environment. We will identify what has prompted you to make the step to talk to us, and start to scope your areas of need.

You will also have the opportunity to explore our expertise, our services, and our team. We will outline clearly our fee schedule, as one of our key philosophies is to be open and upfront about our pricing, so you know exactly what to expect. The fee for the Discovery Meeting is $330 (inc. GST) and will take around an hour to conduct.

At the end of the Discovery Meeting, we will make a decision together on whether there is value in you taking the next step and attending an in-depth Concept Meeting. There is no additional fee for the Concept Meeting.

Concept Meeting

The Concept Meeting is a chance to explore in more detail, your aims and objectives. Prior to the meeting we will ask you to complete a copy of our Personal / Business Financial Profile, which will supply us with the information required to assess where you are, identify any gaps and discuss strategy options. We will also investigate your specific needs such as providing support for children, moving towards retirement, securing your future after divorce or establishing a well thought out investment strategy.

We will conduct an initial assessment in the following areas:

Your risk profile;
Current tax structure and planning;
Cashflow and debt management;
Current investments and investment management;
Insurance review;
Legal issues, including estate planning.

At the conclusion of this discussion we should have a clear scope of the advice and assistance you require from our firm. This meeting will take approximately 2 hours.

Your personal financial plan

At this stage your financial adviser and our team of internal experts get to work designing, benchmarking and stress testing your personal plan. We will invite you in for a meeting to present our recommendations in detail, allowing you the time you require to understand our advice. Once you are comfortable with our proposed strategies we sign off on the plan and move into implementation phase.

There will no doubt be papers to sign and issues to discuss but we pride ourselves on keeping you involved and up to date with our progress.

Your proposal

At this stage we will be in a position to provide you with a clear proposal of our services offered. As a fee for service firm, we will quote you a fixed fee to develop, present and implement your personal financial plan.

Welcome to the Alman Partners Community!

alman_partners_team

At Alman Partners we aspire to have productive long term relationships with our clients. In some cases we are now looking after the financial affairs of the children of people we started working with 30 years ago. These successful relationships are built on our core philosophies of leading, educating and inspiring our clients.

As an Alman Partners client you will have regular review and planning meetings with your adviser and easy phone access to all of our experts. You’ll also get to know our brilliant support team who will deal with any day to day issues like setting up appointments, completing paperwork or assisting with with 3rd parties such as Centrelink as an example .

We will keep you up to date with trends and news that may affect your situation. We do this via;

Interesting case studies, regular blogs which can be accessed via email, Facebook or our website, and our YouTube channel.

We believe that education is critical to your success as an investor, so we provide you with access to webinars, seminars and video events that will increase your knowledge and confidence.

Because we do spend many years working with our clients, we build very close relationships. From time to time we endeavour to arrange various opportunities to socialise with our client community.