Our Financial Planning Services
Our expert Financial Advisers know that financial planning is more complex than just investing your capital successfully.
Our financial planning services are not organised into neat boxes. Why? Because there is no one-size-fits-all solution when it comes to private wealth management. Our approach is to work with you to create the perfect fit, so you achieve the security and wealth you are looking for.
We will also provide a second opinion on any existing strategies or investment portfolios, where relevant.
We understand that business owners, professionals, and senior managers encounter unique issues when it comes to time management. There are only so many hours in the week! The key is to spend your time wisely and delegate certain matters to trusted professionals.
Our highly qualified Financial Advisers in Mackay & Brisbane will help you make smart financial decisions in line with the things that matter most to you by building a personal financial plan and world-class investment solution for you and your family, giving you more time to pursue the things that are most important to you.
Our aim is to provide you with confidence that no matter what happens in the markets, the broader economy, or the world you have a high probability of achieving your most important goals.
We work closely with our clients to guide them through all aspects of their financial journey through life, assisting them to achieve their goals in line with their deepest held values, and therefore experiencing their own ‘True Wealth’. Our team has expert knowledge and experience in the following areas and incorporate them, where necessary, in your personalised financial plan:
- Wealth Accumulation
- Investment Advice
- Superannuation Advice
- Cash Flow Analysis &
- Retirement Planning
- Estate Planning
- Taxation Strategies
- Redundancy Planning
- Asset Protection
- Liaising with aligned professionals
Our self-directed investment service, AP Direct Invest is designed for investors with less than $250,000 of investable assets; people who are looking for an investment only service or those wanting access to world-class model investment portfolios whilst managing their own financial journey.
Learn more about the 6 Exchange-Traded Fund (ETF) portfolios available below.
Alman Partners will work closely with your aligned professionals to ensure that you have all of your trusted advisers working on the same page.
Do I need an Accountant or a Financial Adviser?
Both Accountants and Financial Advisers deal with money but in very different manners. Both professionals play a vital role, and many individuals, will need the services of both experts.
What services does a Financial Adviser provide?
Wealth accumulation & management
Tax planning (tax financial advice)
Finance & loan structures incl. consolidation strategies
Estate planning strategies
Cash flow & budgeting
Aged Care Advice & Centrelink
What type of services may an Accountant provide?
Tax (including income tax returns for individuals and entities) and tax planning
Business setup and general advice (including lodgement of Business Activity Statements and Instalment Activity Statements)
It’s important to remember that Accountants and Financial Advisers both lead a privileged role in helping you achieve your financial success, and this is a long-term relationship, so make sure that you find professionals that you feel comfortable with and trust implicitly.
Get Started Today
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“Financial Education is more valuable than money”
- Mac Duke