Punching Well Above Our Weight

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Imagine a mid-size Mackay based financial advice firm operating on the global stage. For clients of Alman Partners, this is a reality. As members of the Global Association of Independent Advisers (GAIA), our firm is at the forefront of Global Best Practice.

So, who are GAIA and what does our involvement mean for our clients?

Global Association of Independent Advisers™ (GAIA) firms share best practices and learn from each other so that we can better serve our clients in a fiduciary capacity.

All firms are committed to providing clients with objective advice and personal solutions.

These incorporate broad global diversification, a structured and proven approach to investing, and independent fiduciary-based financial planning and wealth management solutions.

What is an Investment Fiduciary?

Today more than ever, advisers are challenged with understanding their clients and their challenges. The Center for Fiduciary Standards has defined the adviser who looks at the client first as an investment fiduciary. Simply put, a fiduciary is someone who serves as an ever-vigilant guardian of the client’s best interests. This professional focus on the client first before making a financial recommendation.

It’s a concept that’s garnered much attention in recent years as legislators around the world pass legislation to improve investment transparency and adviser accountability.

Our client’s financial success is not about being lucky but about being prudent about creating and preserving wealth.

Clients should focus on what they do best and consider delegating the rest. That is why clients choose to rely on a trusted financial adviser to guide their lifestyle, financial and investment decisions.

We are meeting at Cambridge University in September this year with another action-packed agenda. That means I can now put on the resume that I studied at Harvard & Cambridge 😊. To find out more, visit our GAIA Website; http://www.globalassociationofindependentadvisers.com

Stephen Lowry CFP, DFP, FAIM, is a representative of Alman Partners Pty Ltd, Australian Financial Services Licence No: 222107.

Performance data shown represents past performance or simulated performance. Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

Note: This material is provided for information only. No account has been taken of the objectives, financial situation or needs of any particular person or entity. Accordingly, to the extent that this material may constitute general financial product advice, investors should, before acting on the advice, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation and needs. This is not an offer or recommendation to buy or sell securities or other financial products, nor a solicitation for deposits or other business, whether directly or indirectly.


*Despite our membership with GAIA, Alman Partners does not claim to be independent under section 923 of the Corporations Act.