What our clients say about us...
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….
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.
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.
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.