Alman Partners True Wealth is a holistic wealth management firm located in Mackay and Brisbane, Queensland. Since 1985 we have been leading, educating and inspiring our clients to achieve their most important goals. In 2021, we celebrate 36 years of serving our clients and community. Our team offers effective strategies on investments, superannuation, retirement planning, wealth management and more.
In 2002, we gained our own Australian Financial Services Licence (AFSL), separating us from product providers and allowing us to truly put our clients’ best interests first. We are pioneers in the industry, offering a fee-for-service model that provides clients with exceptional transparency and wholesale investment solutions. Our ‘True Wealth’ culture is based on the fact that money doesn’t necessarily make one happy. True Wealth is understanding your individual deepest held values about money, then gaining a clear picture of your most important goals based on those values. Hence, True Wealth is being able to do the things you want to do in life, when you want to do them, with the people that matter the most to you.
Our approach at Alman Partners is Evidence-Based and defensible. We do not try and pick stocks or try to time the market. Rather our recommendations are based on Nobel-Prize winning academic research, not speculation or forecasts. This ensures your portfolio is optimised to capture market returns, giving you confidence that no matter what happens in the markets, the economy or the world you have a high probability of achieving your most important goals.
As part of our pursuit of world-class excellence, we are a founding member of GAIA, Global Association of Independent Advisers. We are also one of the first firms in Australia to obtain Global Fiduciary Accreditation via the Centre for Fiduciary Excellence (CEFEX) in which we participate in annual voluntary audits. Alman Partners has also been a Financial Planning Association of Australia (FPA) Professional Practice since the inception of the designation back in 2016 and in both 2020 & 2021 was named a finalist in the annual FPA Awards for Professional Practice of the Year, all of which reaffirms our dedication to best practice in the industry.
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