Your Professional Circle

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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.

Importance of Receiving Legitimate Advice

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 Financial Advisers.

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

Note: Any information provided to you was purely factual in nature. It has not been taken into account your personal objectives, situation or needs. The information is objectively ascertainable and is not intended to imply any recommendation or opinion about a financial product. This does not constitute financial product advice under the Corporations Act 2001 (Cth). It is recommended that you obtain financial product advice before making any decision on a financial product such as a decision to purchase or invest in a financial product. Please contact us if you would like to obtain financial product advice.