What our clients say about us...
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.
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.
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.
Rob and I are living the dream now, thanks to Almans’ advice over the years. Keep up the excellent work.
14 years ago everything I was tied up in financially was in a “spiral” heading in the wrong direction!
I didn’t fancy working until I was 75, so I decided to call in and see an old friend from many years ago, Scott Alman. In a very short time my financial situation changed dramatically and now at 60, I can retire comfortably and not have to worry about the future.
I will be forever grateful to all the team at Almans’, not only for their expertise and due diligence from a financial perspective, but also the wonderful friendships that have developed during this time. A very sincere thank you to all.
It gives us great pleasure to write this letter of recommendation. We signed up with Scott and the team whilst they were still with Hillross back in 1998. We were recommended to Scott by two friends. The only mistake we made was not signing up earlier.
Alman Partners has taken us on a path some people only dream on if they won the lotto. And having just retired we feel like we have won the lotto. They have invested our money to the full extent and we have definitely come out on top.
The staff have to be the most friendliest we have ever encountered in any work place. If you are unsure as to whether to sign with Alman Partners, rest assured your money cannot be in safer hands and when you do get to retire, you will be as happy as we are.
Dallas and I would like to commend you on your professional conduct and recommendations during our recent review.
It is often quite difficult to cover the broad spectrum of issues within the various personal structures especially when there are independent and blended matters. Our discussions were clear, precise, informative and also gave food for thought, which is what we needed to achieve the best end result.
The Statement of Advice you prepared has certainly been most valuable but most of all gives us peace of mind that we have reviewed our current position and provided surety for our future.
The liaison between Alman Partners and Lifestyle Finance provided an ultimate service which easily enabled us to prepare current Wills, Enduring Power of Attorney, Advanced Health Directives and Superannuation Binding Death Benefit Nominations.
A direct quote from our Solicitor which he wished to pass on to your teams is: “In 27 years of practice, he had not witnessed clients, such as us, that were so well informed and equipped for Estate Planning.”
So in closing, please accept our appreciation and kind words for all of your hard work.
I have been with Alman Partners since 2006, that is when I retired. My portfolio has been handled by Almans with professional, friendly and courteous attention and are easy to converse with. Anything I wish to know Steve is just a phone call away, oh and by the way their coffee is also great.
We started off a little late in life trying to do something to make our retirement as financially comfortable as possible. We went to an Alman Financial seminar back in 2003 (?) where we met and agreed to a meeting where we started up an investment portfolio. We have had the highs and lows of the markets but as advised we held firm and weathered the storms. We have enjoyed this experience by leaving all in the very capable hands of the Alman Partners who have been very helpful and informative with any queries we have had and guided us with strategic planning. By investing in this strategy we are sure we will be enjoying a more comfortable lifestyle in our retirement than we would have without this opportunity.
Changing to Alman Partners has been the best decision we have made. We are now looking forward to our retirement knowing that Steve and the team at Alman are doing the best keeping us financially secure.
The little things like being greeted with a smile and offered a coffee, last years’ cookbook etc. makes you feel like you are more than just another client.
Nearly 17 years ago Scott Alman was recommended to us by a work colleague. Today, we are in an excellent financial position, thanks to Scott, Frances, Steve and the whole team. But the best thing about Alman Partners is that they aren’t just about financial planning and wealth creation, they are also about lifestyle and concentrate on what is important to us.
With their amazing knowledge and expertise they have guided us through the years and helped us with all our financial decision making. We would like to think that we have developed a friendship with the team as well as a respectful partnership.
It was the best decision of our lives to go to Alman Partners and, when we retire, we know that it will be a relaxed and comfortable time for us knowing that we have the financial backing to achieve our goals.
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.
Following a recommendation by a close friend we joined Alman’s around 2002. We entrusted our total savings and super to them and am happy to say we have never been better off. Looking forward to retirement in a couple of years, it gives us great comfort to know we can retain our comfortable lifestyle. This will be possible due to the highly dedicated and friendly team at Alman Partners. We thank you so much.
After semi-retiring at Age 50 and then the GFC occurring; if it wasn’t for the confidence that we had in Scott and his team for our financial stability, we wouldn’t still be realising our dreams of touring.
Our decision to sign up with Alman Partners is the best decision we ever made. The one and only regret is that we did not do it sooner.
In the past my wife and I paid a lot of money to Accountants and Financial experts to reduce taxes and arrange our finances, they all did very well for themselves. We had no complaints because we were completely in the dark. Since talking with Alman Partners they explained how we could simplify our finances, save more money on taxes and unnecessarily complicated financial arrangements, the savings they made for us were much greater than their charges. I had always planned to retire early, it would not have happened without Alman Partners. Thanks Frances and Team.
We have been retired for almost 11 years and doing quite comfortably financially, thanks due to Alman Partners financial planners. Remembering how anxious and worried we were in the beginning in deciding who to trust and feel comfortable with the managing of our income and security of our future. We feel blessed in our decision to choose Alman Partners (especially Mr Steve Lowry, our adviser). He has become a trusted friend who makes us feel very welcome any time we may have any concerns to discuss. In our opinion, the friendly and sound service they provide would be hard to be equalled.
We have been with Alman Partners for many years. We are very pleased with the services; firstly from Scott, and now Frances, and also supported by the other caring and friendly staff. Thank you Alman Partners.
In the year 2000 I attended an Alman Financial Seminar and made the decision to move to Alman Partners; it was the right decision. Now that we are retired we are able to achieve many dreams we never thought possible. Thank you Steve and your wonderful staff.
In October 2000, I attended an Alman's educational seminar that promised to explain the basics of good investment strategies. They made no other promises other than to fully support their clients to make the right choices. Being a local business with local staff was a significant factor in accepting their offer. I was impressed with the staff, the seminar and its content and thus I signed up for an appraisal of my affairs. The Alman staff provided advice in new effective strategies for long term and steady growth with income tax benefits to suit. A different world to my previous investment experience of picking stocks.
We very much appreciate your financial advice and the shape of our financial situation. We could not have done that left to ourselves. We also appreciate your help implementing all the paperwork and red tape.
Thank you to everyone who is part of the Alman family. Because of the great people at Alman Partners, Alf & I have been able to achieve so many of our life goals – building homes, travelling and living overseas, bringing our girls up and educating them and we have not being financially burdened when life has thrown us curve balls.
One of the main things we have learnt in our association with Alman’s, is that finance/investments are not our area of expertise and this important part of your life should be managed by experts. Many people ask us how we could retire at 55 & 50 and I tell them this… Get a Financial Adviser that you trust and have a relationship with.
Because of the continual questioning about where we want to be in 5 years, what are your goals, what holidays do you have planned, when do you want to retire; not only has this provided us with financial freedom it has also focussed Alf & I on our goals and helped us achieve a lot more than we could ever have achieved under our own steam.
It’s been a great ride with Alman’s and all you wonderful people, and we hope it continues for another 25 years at least.
I enjoy the peace of mind of not worrying about my investments and also not having to deal with all the ongoing paperwork. Thank you for sorting it all.