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Alman Partners (Financial Planning)
307 Queen Street, Brisbane City, Queensland, Australia
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About Alman Partners (Financial Planning)
Welcome to Alman Partners (Financial Planning), a trusted establishment located in the heart of Brisbane City on Queen Street. As a point of interest in the finance industry, we offer comprehensive financial advice to individuals and families in both Mackay and Brisbane.
If your financial situation is complex and you find yourself time-poor but eager to invest for your future, our holistic financial planning services are tailored to meet your needs. Since our establishment in 1985, we have been leading, educating, and inspiring our clients and community to make smart financial decisions aligned with their life's priorities.
As an independent and award-winning financial advice firm, we act as fiduciaries, always putting your best interests first. Unlike other institutions, we are not licensed through financial product providers, giving us the objectivity to select the most appropriate solutions available in the market. Holding our own Financial Services Licence allows us to prioritize our clients and eliminate potential conflicts of interest. Our fee-for-service model ensures exceptional transparency and access to wholesale investment solutions.
Our wealth management services are designed to help individuals and families with higher levels of equity secure their long-term financial future. We work closely with our clients, guiding them through every aspect of their financial journey and helping them achieve their goals and deepest-held values, thus attaining their own 'True Wealth.'
With offices in Mackay and Brisbane, we offer face-to-face meetings, and we also have the flexibility to connect with clients anywhere in the world through video conferencing.
At Alman Partners, our clients are always our top priority. Our comprehensive financial advice encompasses all areas of your finances, ensuring that your entire financial house is in order and remains that way.
Since 2002, Alman Partners has held its own Australian Financial Services Licence (AFSL), providing truly independent financial strategies that serve the best interests of our clients. We do not engage in stock picking or market timing. Instead, our investment philosophy is based on Nobel Prize-winning academic research, backed by evidence rather than guesswork. Our highly-skilled Investment Committee plays a vital role in implementing and monitoring our fiduciary framework.
Our team consists of some of the most highly qualified financial advisers in both Mackay and Brisbane, supported by dedicated associates and staff. Built on the principles of Kaizen and Heartstyles, our team is committed to delivering the highest level of service in the industry.
Alman Partners is proud to be CEFEX-Certified, one of only a handful of Accredited Fiduciaries in Australia. We are also recognized as an FPA Professional Practice, the highest designation for a financial planning firm in Mackay and Brisbane. In 2022, we were honored as the FPA Professional Practice of the Year. Additionally, we are a Founding Member of the Global Association of Independent Advisors, an exclusive global association of like-minded Financial Advisers committed to sharing industry best practices.
Experience your True Wealth with Alman Partners' expert Financial Advisers. Contact us today to embark on your financial journey towards a secure and prosperous future.
Photos of Alman Partners (Financial Planning)
Level 18/307 Queen St, Brisbane City QLD 4000, Australia
Opening hours of Alman Partners (Financial Planning)
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 15:30
Saturday:
Day off
Sunday:
Day off
Reviews of Alman Partners (Financial Planning)
"My partner and I have been with Alman for 9 months now and have deeply valued Jason and James' financial advice. They've provided practical and responsive advice as our financial goals have changed and always been friendly and listened keenly to what we want to achieve. We feel very safe in their hands and can see our partnership with Alman continuing for many years to come as our family grows and changes."
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