Alman Partners are proud to be a founding member of the Global Association of Independent Advisors.
This experience involves a Discovery meeting, and a Concept meeting, resulting in a tailor-made financial plan. Let’s take a look at what happens in our concept meeting.
It has been said often that if you fail to plan, you plan to fail. Most successful businesses have a Business Plan, and most financially successful people have a Personal Financial Plan.
This experience involves a Discovery meeting and a Concept Meeting, resulting in a tailor-made financial plan. Let’s take a look at the Discovery meeting, or “Step 1.”
Money is a commodity that we can’t live without. As a result, we tend to focus a lot of our time on getting, and then keeping, our money. This only make sense. We work hard and don’t want to lose what we have earned.
The Treasury Laws Amendment (Protecting Your Superannuation Package) Act 2019, received assent on 14th March 2019 and the legislative changes contained therein will take effect from 1st July 2019.
Here are some of the key changes that you may be affected by:
