Clients Testimonials

I would just like to take the time to thank you very much Niyati, for the time and effort you put into our recent review meeting. As always, it’s an absolute pleasure to come in and catch up with you and I feel very privileged to have you as my adviser. You explain everything so well and in a manner that is so easy to understand. I think back to those initial meetings with Scott and his statement “trust me” which I did! I still feel the same way with what you present to me at our meetings and your proposals for the future. I can’t thank you enough for keeping that bond intact and it’s now been 25 years!

I can highly recommend Alman Partners as a firm who has the best interests of its clients front and centre of all they do. Their expertise and integrity are second to none. They certainly give me peace of mind in all my dealings with them, exploring any questions I may have and educating me in anything I need to know in order to make an informed decision. I know my investments will be secure and will help me reach my life goals.

My partner and I have been with Alman for 9 months now and have deeply valued Jason and James’ financial advice. They’ve provided practical and responsive advice as our financial goals have changed and always been friendly and listened keenly to what we want to achieve. We feel very safe in their hands and can see our partnership with Alman continuing for many years to come as our family grows and changes.

I would like to express my sincere thanks to Alman Partners for providing valuable insights into the financial aspects of superannuation and retirement. Despite not proceeding with their recommendations, I found their information extremely educational and in addition, it was delivered with an attitude of genuine and friendly professionalism.

I am very happy with the service given. I can talk to Niyati freely and trust what she says. The Advice provided, I followed and understand. I appreciate all the professional help given. All the staff are very friendly and lovely. I am very impressed.

Rob and I have been super impressed with the service that Alman Partners provides! Our primary thought was that we should have seen them years ago, and prior to getting started, Rob was one of the more sceptical and untrusting of the industry! We want to share our recommendation of Alman Partners’ services with others, especially those younger than us, so they have the opportunity of acting sooner than we have.

We just wanted to say a big thank you for your hard work and dedication in implementing our financial goals into a reality! For the past few years, we have had an idea of how we wanted to plan for our financial future, however, we were sort of sitting in limbo not knowing how to actually make things happen. Teneale, you not only took the time to listen to what we wanted to achieve, but you made us feel very comfortable talking to you about it. Your knowledge amazes me, and the way you still manage to break things down and explain in everyday language was much appreciated. Kim, you were so friendly and professional to deal with and any question we had was never an inconvenience and you always got back to us with an answer. You both make a great team! We look forward to dealing with you both in the years to come and thank you so much again for putting us on the right path to achieve our goals!

The honesty from Alman Partners is appreciated and goes a long way with us! The team go above & beyond and we truly respect that in so many ways. Having our back (financially) in some form is very refreshing!

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We have been blessed to have Paul from Alman Partners to continually advise and handle all aspects in planning our financial security in retirement, tidying up Estate Planning, Family Trusts, Self-Managed Super Funds, Insurances etc. thus allowing us to focus on running a busy, successful business and raising our daughters. After having a bad experience with a previous financial adviser, Paul’s job has not always been an easy one but his professional, ethical and caring demeanor elicited our trust and respect and we gladly recommend Paul and Alman Partners to our many friends and business associates whenever possible.

In general, you probably hear about things that go wrong or don’t meet someone’s expectations fairly quickly, however, good feedback can be slow in coming. I must say Niyati that we have found working with you very enjoyable and we have developed a great respect for your knowledge and advice.

7 or 8 years ago we decided to make an appointment to visit Alman Partners in Mackay in regards to our financial future. After a very professional in-depth presentation we made the decision to accept their proposal, a decision we have never regretted. We left their office full of confidence that our future was in good hands.

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We are very grateful that our association with Alman Partners began over 22 years ago. Their expert advice and guidance over that time is enabling us to live our life exactly as we want, at a time when we are still healthy and young enough to be able to enjoy ourselves with no concerns about our financial future.

I must admit I did come to the first meeting with numbers in my head and was not prepared for the emotion of it all, to be honest, it was a tough 1 1/2 hours but in saying that it has cleared our thinking up a lot around our road forward.

Like many of us, we suffered a hit with the GFC on our super and investments and decided we needed expert help if we were going to set ourselves up to retire comfortably. Alman Partners were recommended to us by a friend and from the first meeting with their team, we have never felt so confident and comfortable knowing that we were in good hands. Over the years some difficult financial situations have popped up but after a chat with Teneale, we have walked away thinking “what were we so worried about, everything is under control.” This is the feeling you get when you are being looked after by Alman Partners. We should have done it a lot earlier.

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I’d hit the wall. 42 years of shift work. I just didn’t want to do it anymore and my body was starting to show signs of the wear and tear. My wife and I still had debts but on the other hand, we had been salary sacrificing to super. There just didn’t seem to be a way, that I could see, to get out of this daily grind.

We decided to approach Alman Partners for some financial advice to develop a strategy to retire as soon as possible. We met with Kelsey and she has provided some valuable and timely information. The news came through that I could retire immediately, and the euphoria was something I haven’t felt since the birth of our children. I have now spent my last day at work and it was very satisfying to leave at the end of the day knowing I didn’t have to come back anymore. We appreciate the guidance Kelsey has provided and look forward to the road ahead….