“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 and business clients. We provide custom financial solutions by taking a team approach to delivering personalised wealth management services.
Our Top Ten Deliverables
- A comprehensive, strategic financial plan, to take you from where you are today to where you want to be in the future.
- Annual updates on your financial roadmap focusing on your values and goals and benchmarking your progress. This report is provided alongside continued support, including detailed “Capital Adequacy” planning and updates.
- Simple progress reports. With each review you’ll be given a simple one-page summary of assets. This is designed to show your progress benchmarked against your goals. Each time we meet, a straightforward list of simple action steps will be provided to help you stay on track to achieve your goals.
- Investment management. Our team will review how your assets are allocated and advise you on how to create the highest likelihood of achieving your goals. We’ll review and recommend the best strategy moving forward.
- Tax management. We help our clients eliminate unexpected surprises from the tax man. You’ll get to speak with a tax specialist about your unique situation.
- 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 finances for the next generation to ensure your heirs work together, preventing conflicts about money.
- Cash flow and debt management. We’ll develop a cash-flow management plan to ensure the appropriate levels of funding go towards achieving your important goals. This will allow us to develop a cash reserves strategy and a debt management plan to get your debts paid down in an appropriate timeframe. We’ll also check interest rates and banking fees to ensure you receive the right services at an appropriate price.
- Comprehensive safety review. Our team will assess all threats we see to the achievement of your plan. This includes aspects of your personal life, disability and critical care risks, and property risks.
- Project management. Our team will manage the engagement of all external advisors, including accountants, tax agents, lawyers, insurers, stockbrokers and more. We’ll also make sure all advice is followed up in a timely manner.
- Trusted adviser. We’ll leave no stone unturned to ensure your financial strategy is sound and aligned to your values and goals. We’ll be your first point of call on any matter relating to your plan, so you can rely on us to tell you the truth regarding your financial situation, no matter what.