Your Professional Circle

Professional Circle (small)

When it comes to your life and finances, it’s important to surround yourself with people who can help you. Your Accountant assists you with personal and business taxation lodgements and your Solicitor will diligently assist you when going through a trying divorce or for legal documentation. But is your circle of professionals complete at this?

I would pose this question to you; Who is helping you focus on the bigger picture of your life and assisting you in providing the best chance of achieving your most important goals that you are striving to achieve? As the daily grind continues and the years pass on by, many of us are susceptible to inaction on setting a detailed plan of what it takes to really maximise our chances of reaching our long-term goals and sometimes it’s simply because it just all too hard and complex.

Receiving professional and holistic financial advice from your trusted adviser will not only provide you with clarity and peace of mind but will form part of a team of professionals, each with their own expertise, working toward a common goal for you.

At Alman Partners, we value our professional relationships and believe that working collaboratively with your Accountant and Solicitor when necessary is of significant importance, particularly as complexity in your situation rises. Prudent planning amongst your team will help ensure no stone is left unturned, for example:

  • When considering your Estate Planning, you may wish to leave money to children and question if this is via a trust or insurance policy perhaps? What you choose to do in your estate plan has implications for your taxes and your financial planning.
  • As a business owner you may wish to commence an investment using your business earnings and with this raises complex tax, protection and estate planning or missed opportunities without seeking professional expertise knowledge.

Each professional has their own expertise and engaging a trusted adviser can complete the magic circle required to cater to your complex needs through long-term working relationships, with you at the centre.

If you would be interested to know how this may apply to you, contact us to speak with one of our Advisers.

Kelsey Dent (DipFP, ADFP, BA Hons [Bus,Mgt]) is a representative of Alman Partners Pty Ltd, Australian Financial Services Licence No: 222107.

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.


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