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.
Do you often feel like you’re on a treadmill when it comes to getting paid each week/month and having to meet all of the routine family expenses, loan repayments, bills etc? Like you’re running on the spot, and going nowhere? In our Mackay and Bowen Basin region, this is often amplified, because there are often very healthy incomes that make us feel like we should be getting ahead!
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.”
Human nature calls for us to worry – this instinct goes way back to the days in which we had to protect ourselves against predators.
“Clients must expect that they are the client and the
True Wealth is not just having money in the bank, it’s an inner condition of wellbeing. It’s about your financial health, your personal growth, your life and love, your passions. Your health is also your wealth.