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Alman Partners True Wealth

Alman Partners True Wealth

4.8(19 reviews)See reviews ↓·Mackay

About the company

Alman Partners True Wealth is a financial advice firm established in 1985. It has held its own Australian Financial Services Licence since 2001 and operates as an independent fiduciary, not licensed through financial product providers. The firm offers a fee-for-service model and provides holistic financial planning services tailored to individuals and families with higher levels of equity. Alman Partners has facilities for face-to-face meetings in Mackay and Brisbane, and can meet anywhere in the world using video conferencing. It has 770+ successful clients and 190+ happily retired clients.

Its investment philosophy is underpinned by two Nobel-Prize winning academics, Fama and Merton. The firm has been in Mackay for 40 years and is now also in Brisbane. It is CEFEX-Certified as an Accredited Fiduciary, holds FAAA Professional Practice designation, and was awarded the 2022 FPA (now FAAA) Professional Practice of the Year. It is a Founding Member of the Global Association of Independent Advisors and an Accredited WRK+ Great Workplace. The team includes some of the highest qualified financial advisers in Mackay and Brisbane, associates and support staff. Its culture is built on the principles of Kaizen and Heartstyles.

What customers say

Based on genuine customer reviews

Investment and superannuation guidance sits at the heart of this Mackay practice, and reviewers frequently highlight relationships that have lasted for many years, some stretching back nearly two decades. One thing mentioned again and again is the clarity of the explanations provided, with advice described as well structured and matched to the client's own level of understanding, and questions welcomed so that informed choices can be made without feeling rushed. Several customers describe the absence of pressure to make quick decisions, along with reassurance that the directions taken were backed by sensible reasoning.

The knowledge, integrity and professionalism of the team are praised repeatedly, and named advisers including Scott Alman, Frances Easton, Steve and Niyati Khanna are singled out for their helpfulness across different stages of clients' lives. Feedback also notes that the service extends beyond wealth creation into lifestyle and retirement goals, with clients reporting that their financial needs are comprehensively handled and that they feel secure about their investments. The consistent thread is a sense of confidence and peace of mind, and of a firm that places clients' interests at the centre of everything it does.

Financial institutionFinancial consultantInvestment serviceSuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

GG
gary Gordon1 February 2024

Would recommend Alman Partners to anyone wishing to find a good reliable and helpful financial adviser, my Wife and I have been with Alman Partners since Scott Alman set up his firm in Mackay and in all those years have always had the very best of service from Scott himself followed by Francis Easton and now Niyati Khanna is looking after Judy an I and in all that time we have been fully satisfied and happy with everything they have done for us throughout these years, and for the last 25 years it has been a long distance relationship and all done over the internet and phone, looking forward to seeing them in person soon

DD
David Dunkley18 August 2021

Very thorough Very Professional Very friendly I have no hesitation in recommending them to anyone.

M
Marcus18 August 2021

Best financial planners in the Mackay Whitsunday region. Very happy with their service and advice.

JF
John Finocchi26 March 2019

We have always had advice from Frances that has been explained in a well structured manner to our level of understanding. We have never felt pressured to make quick decisions and have been re-assured many times that directions we have taken have been backed by sensible reasoning. I am now happily retired at 60 yrs of age with great thanks to Frances and the Alman team.

CP
Carol Palmer31 December 2018

Nearly 20 years ago Scott Alman was recommended to us by a work colleague. Today, we are in an excellent financial position, thanks to Scott, Frances, Steve and the whole team. But the best thing about Alman Partners is that they aren’t just about financial planning and wealth creation, they are also about lifestyle and they concentrate on what is important to us. With their amazing knowledge and expertise they have guided us through the years and helped us with all our financial decision making. We would like to think that we have developed a friendship with the team as well as a respectful partnership. It was the best decision of our lives to go to Alman Partners and, when we retire, we know that it will be a relaxed and comfortable time for us knowing that we have the financial backing to achieve our goals.

CH
Carol Hutchinson25 December 2018

We have been dealing with Paul at Alman Partners for many, many years now and he has overseen many aspects of our financial planning to ensure our future security and wealth. From our very first meeting where we voiced our goals and dreams, to seeing them come to fruition with a lot of hard work, respect, limitless planning, and advice is truly amazing. We have recently sold our business and our now enjoying worry free retirement due to the many strategies and investment choices Paul has instigated to suit our family's needs. We highly recommend Paul and Alman Partners to our family, friends and business contacts.

SK
Stephen Klemich28 November 2018

I have had the most professional and trusting service and advice from Alman Partners, thank you.

Financial advisers & planners in Mackay compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Mackay are compared.

RankProviderRatingReviewsOpen Sat.
1Whitsunday Wealth★ 5,052No
2Gardian Financial Planning★ 5,09No
3Sapphire Financial Services Pty Ltd★ 5,06No
4Infocus Financial Advice Mackay★ 5,04No
5FitzWealth - Financial Advice★ 5,04No
11Alman Partners True Wealth (this page)★ 4,819No
Contact
+61749572572www.alman.com.au8 Brisbane St, Mackay QLD 4740
Working hours
Monday08:00–16:30
Tuesday08:00–16:30
Wednesday08:00–16:30
Thursday08:00–16:30
Friday08:00–15:30
SaturdayClosed
SundayClosed