Second Opinion Service

  1. Home
  2. /
  3. Second Opinion Service

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.

Alman Second Opinion Service Mackay - Free second opinion for your financial advice

What is a Second Opinion Service?

With Alman Partners’ Second Opinion Service, we will examine your current position and future expectations while offering a realistic appraisal of your existing investments and superannuation, to do with as you please. As part of our complimentary Second Opinion Service, we review and rate your current strategy covering such areas as:

  • Performance vs. Benchmarks
  • Investment Management and Custody Fees
  • Portfolio Structure
  • Diversification
  • Conflicts of Interest, and more

What happens next?

If you are in good shape, we will tell you to stay where you are. Our advisers will 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. You have no obligation to act on our findings. We are simply providing you with a part of the service that we offer all of our clients. We are certain that you will realise that you have found investment professionals with extensive knowledge and experience.

Does this service cost anything?

No. Our Second Opinion Service is complimentary.

Get Started Today

Contact us for more information on our financial services.
We will get back to you shortly.

  • This field is for validation purposes and should be left unchanged.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.