“We help our clients get their financial house in order, and keep it that way for the rest of their lives.”
Alman Partners serves a distinguished group of private, institutional and business clients. We structure our support teams to connect with them, to listen to them, to inform them of the key strategies and practical work that will shape their future. Additionally, Alman Partners services all clients through a team approach. Through this combined approach we help our clients get their financial house in order and keep it that way for the rest of their lives.
Our Top Ten Deliverables
- A comprehensive, Strategic Financial Plan. Design of an initial Financial Roadmap, to take you from where you are today to where you want to be in the future.
- Annual update of your Financial Roadmap. A Complete and thorough annual update of your Financial Roadmap focusing on your values and goals, benchmarking your progress, and continuing support to achieve your goals. This includes detailed “Capital Adequacy” planning and updates.
- Simple Progress Reports. Each review you will be given a simple, one page summary of assets, which is designed to show your progress benchmarked against your goals. Each time we meet, a straight-forward list of simple action steps is provided to implement and fine-tune your strategy, creating the greatest probability that you will stay on track to achieve your goals.
- Investment Management. Our team will review how your assets are allocated, and advise on how to best position them to create the highest likelihood of achieving your goals. We review and recommend on the best strategy moving forward.
- Tax Management. We help our clients plan to eliminate unexpected surprises from the tax man.
- Estate Planning. Our team will review and update your estate plan annually, with a thorough review every five years. We aim to provide a clear plan for your money for the next generation, and plan to ensure your heirs work together, preventing conflicts about money.
- Cash-flow & Debt Management. We will develop a cash-flow management plan to ensure the appropriate levels of funding go towards achieving your important goals, while maintaining lifestyle today. We will develop a “cash reserves” strategy and a debt management plan to ensure your debts are paid down in an appropriate timeframe. We will check interest rates and banking services to ensure you receive the right banking services at an appropriate price.
- Comprehensive Safety Review. Our team will assess all threats we see to the achievement of your plan. This includes all personal life, disability and critical care risks, along with all property risks.
- Project Management. Our team will project manage the engagement of all external advisors for accounting, tax, legal, insurance, stock-broking and ensure advice is followed up in a timely manner.
- Trusted Adviser. We will leave no stone unturned to ensure you your financial strategy is sound, comprehensive and aligned to your values and goals. We will be your first point of call on any matter relating to your plan and we will tell you the truth regarding your financial situation, no matter what.