Alman Partners True Wealth

Alman Partners True Wealth Award-winning, independent comprehensive financial advice to guide you on your life's journey. Is your financial situation complex?

Are you time-poor but want to invest for your future while ensuring your capital is working as hard as you? Our holistic financial planning services may be for you...

Since our establishment in 1985, Alman Partners True Wealth have been leading, educating, and inspiring our clients and community to make smart financial decisions, in line with what matters most to them in life. As an independent,

award-winning firm acting as your fiduciaries, you can rely on us to provide advice that is in your best interests. We are not licensed through the providers of financial products, which allows our firm the objectivity to select the most appropriate solutions available market-wide. Holding our own Financial Services Licence gives us greater capacity to put clients first, effectively removing potential conflicts of interest. We are pioneers in the industry, offering a fee-for-service model that provides clients with exceptional transparency and wholesale investment solutions. Our services are tailored to help individuals and families with higher levels of equity secure their long-term financial future. We work closely with our clients to guide them through all aspects of their financial journey through life, assisting them to achieve their goals and deepest held values, and therefore their own โ€˜True Wealth.โ€™

With facilities for face-to-face meetings in Mackay or Brisbane, we also have the ability to meet anywhere in the world using Video Conferencing.

๐Ÿ๐ŸŽ๐Ÿ๐Ÿ ๐…๐๐€ ๐๐ซ๐จ๐Ÿ๐ž๐ฌ๐ฌ๐ข๐จ๐ง๐š๐ฅ ๐๐ซ๐š๐œ๐ญ๐ข๐œ๐ž ๐จ๐Ÿ ๐ญ๐ก๐ž ๐˜๐ž๐š๐ซ

Comprehensive Financial Planning (Investment & Superannuation Advice) | Wealth Management | Self-Directed Investing

AFSL: 222107
ABN: 32 090 789 218

๐ŸŽ“ ๐˜๐ž๐š๐ซ ๐Ÿ๐Ÿ ๐’๐ญ๐ฎ๐๐ž๐ง๐ญ๐ฌ โ€” ๐‘๐ž๐š๐๐ฒ ๐ญ๐จ ๐›๐ž๐œ๐จ๐ฆ๐ž ๐š ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ก๐ž๐ซ๐จ?Put your ๐ก๐ž๐š๐ซ๐ญ & ๐ฌ๐ฆ๐š๐ซ๐ญ๐ฌ to work and launch your career earl...
01/06/2026

๐ŸŽ“ ๐˜๐ž๐š๐ซ ๐Ÿ๐Ÿ ๐’๐ญ๐ฎ๐๐ž๐ง๐ญ๐ฌ โ€” ๐‘๐ž๐š๐๐ฒ ๐ญ๐จ ๐›๐ž๐œ๐จ๐ฆ๐ž ๐š ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ก๐ž๐ซ๐จ?

Put your ๐ก๐ž๐š๐ซ๐ญ & ๐ฌ๐ฆ๐š๐ซ๐ญ๐ฌ to work and launch your career early with the ๐€๐ฅ๐ฆ๐š๐ง ๐๐š๐ซ๐ญ๐ง๐ž๐ซ๐ฌ ๐‚๐š๐๐ž๐ญ๐ฌ๐ก๐ข๐ฉ ๐๐ซ๐จ๐ ๐ซ๐š๐ฆ.

๐˜๐จ๐ฎ๐ซ ๐จ๐ซ๐ข๐ ๐ข๐ง ๐ฌ๐ญ๐จ๐ซ๐ฒ ๐š๐ฌ ๐š๐ง ๐ž๐ฉ๐ข๐œ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐€๐๐ฏ๐ข๐ฌ๐ž๐ซ ๐ฌ๐ญ๐š๐ซ๐ญ๐ฌ ๐ก๐ž๐ซ๐ž!
๐Ÿš€ ๐€๐ฉ๐ฉ๐ฅ๐ข๐œ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐จ๐ฉ๐ž๐ง ๐Ÿ ๐‰๐ฎ๐ง๐ž

โœ”๏ธ Earn while you learn
โœ”๏ธ On-the-job training by expert Financial Advisers
โœ”๏ธ Build real-world powers (skills)
โœ”๏ธ Fast-track your own path to financial freedom

๐Ÿ’ฅ Donโ€™t wait for your career path to find you โ€” ๐ฌ๐ญ๐š๐ซ๐ญ ๐›๐ฎ๐ข๐ฅ๐๐ข๐ง๐  ๐ข๐ญ ๐๐Ž๐–!
๐Ÿ‘‰ Step up from 1 June and apply here: https://www.alman.com.au/cadetship/

๐ด๐‘๐‘๐‘™๐‘–๐‘๐‘Ž๐‘ก๐‘–๐‘œ๐‘› ๐‘ค๐‘–๐‘›๐‘‘๐‘œ๐‘ค ๐‘œ๐‘๐‘’๐‘› ๐‘ข๐‘›๐‘ก๐‘–๐‘™ 30 ๐‘†๐‘’๐‘, ๐‘ค๐‘–๐‘กโ„Ž ๐‘ ๐‘’๐‘™๐‘’๐‘๐‘ก๐‘–๐‘œ๐‘› ๐‘๐‘Ÿ๐‘œ๐‘๐‘’๐‘ ๐‘  ๐‘๐‘œ๐‘š๐‘š๐‘’๐‘›๐‘๐‘–๐‘›๐‘” 1 ๐‘‚๐‘๐‘ก.

๐ŸŒŸ ๐„๐๐ˆ๐’๐Ž๐ƒ๐„ ๐Ÿ“๐Ÿ ๐Œ๐จ๐ง๐ž๐ฒ ๐Œ๐ฒ๐ญ๐ก๐ฌ ๐“๐ก๐š๐ญ ๐€๐ซ๐ž ๐‚๐จ๐ฌ๐ญ๐ข๐ง๐  ๐˜๐จ๐ฎ! - ๐Ž๐”๐“ ๐๐Ž๐–! ๐Ÿ’ฐ In this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, we unpack some of the ...
29/05/2026

๐ŸŒŸ ๐„๐๐ˆ๐’๐Ž๐ƒ๐„ ๐Ÿ“๐Ÿ ๐Œ๐จ๐ง๐ž๐ฒ ๐Œ๐ฒ๐ญ๐ก๐ฌ ๐“๐ก๐š๐ญ ๐€๐ซ๐ž ๐‚๐จ๐ฌ๐ญ๐ข๐ง๐  ๐˜๐จ๐ฎ! - ๐Ž๐”๐“ ๐๐Ž๐–! ๐Ÿ’ฐ

In this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, we unpack some of the most common money myths that may be holding you back from building real wealth. From the idea that saving is safer than investing, to believing you need a high income or home ownership to get ahead, this episode challenges outdated thinking and offers practical insights to help you make more confident financial decisions. If you have ever told yourself โ€œIโ€™ll start laterโ€ or โ€œI deserve to treat myself,โ€ this conversation is for you.

https://www.alman.com.au/wealth-experience-podcast/

Find us on:
๐—ฃ๐—ผ๐—ฑ๐—ฏ๐—ฒ๐—ฎ๐—ป, ๐—ฆ๐—ฝ๐—ผ๐˜๐—ถ๐—ณ๐˜†, ๐—”๐—บ๐—ฎ๐˜‡๐—ผ๐—ป ๐— ๐˜‚๐˜€๐—ถ๐—ฐ, ๐—ฃ๐—น๐—ฎ๐˜†๐—ฒ๐—ฟ๐—™๐— , ๐—”๐—ฝ๐—ฝ๐—น๐—ฒ ๐—ฃ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜๐˜€

๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, a podcast by expert financial advisory firm, ๐ด๐‘™๐‘š๐‘Ž๐‘› ๐‘ƒ๐‘Ž๐‘Ÿ๐‘ก๐‘›๐‘’๐‘Ÿ๐‘  ๐‘‡๐‘Ÿ๐‘ข๐‘’ ๐‘Š๐‘’๐‘Ž๐‘™๐‘กโ„Ž (AFSL: 222107).

https://www.alman.com.au/
https://www.alman.com.au/our-services/apdirectinvest/

28/05/2026
Alman Partners is proud to sponsor this year's Whitsunday Voices Literary Dinner, to be held on 17th July at the MECC.DB...
23/05/2026

Alman Partners is proud to sponsor this year's Whitsunday Voices Literary Dinner, to be held on 17th July at the MECC.

DBI Literary Dinner | Whitsunday Voices Youth Literature Festival

Adviser, Niyati Khanna, and Creative Director, Kerri Wallace, recently attended the Festival's Media Launch, held at Whitsunday Anglican School on 29 April. This year's festival (15-17 July) will see an impressive 8,000 students attend a variety of workshops, with the unique opportunity to meet and learn from some of Australia's top authors, presenters and performers.

Whitsunday Voices Youth Literature Festival

๐ŸŒŸ ๐๐ž๐ฐ ๐๐ฅ๐จ๐  ๐€๐ซ๐ญ๐ข๐œ๐ฅ๐ž: ๐‹๐ข๐Ÿ๐ž ๐ข๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž โ€“ ๐€๐ซ๐ž ๐ฒ๐จ๐ฎ ๐ ๐ž๐ญ๐ญ๐ข๐ง๐  ๐ฏ๐š๐ฅ๐ฎ๐ž ๐Ÿ๐จ๐ซ ๐ฒ๐จ๐ฎ๐ซ ๐ฉ๐ซ๐ž๐ฆ๐ข๐ฎ๐ฆ ๐๐จ๐ฅ๐ฅ๐š๐ซ?It is not uncommon for someone who ha...
21/05/2026

๐ŸŒŸ ๐๐ž๐ฐ ๐๐ฅ๐จ๐  ๐€๐ซ๐ญ๐ข๐œ๐ฅ๐ž: ๐‹๐ข๐Ÿ๐ž ๐ข๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž โ€“ ๐€๐ซ๐ž ๐ฒ๐จ๐ฎ ๐ ๐ž๐ญ๐ญ๐ข๐ง๐  ๐ฏ๐š๐ฅ๐ฎ๐ž ๐Ÿ๐จ๐ซ ๐ฒ๐จ๐ฎ๐ซ ๐ฉ๐ซ๐ž๐ฆ๐ข๐ฎ๐ฆ ๐๐จ๐ฅ๐ฅ๐š๐ซ?

It is not uncommon for someone who has held their cover for five years or more to be paying up to 40% more than someone taking out a new policy today. Learn more about the importance of reviewing your insurance premiums in our latest article from Personal Risk Professionals.

Read on here: https://www.alman.com.au/yourmoney/life_insurance/

๐Ÿ“ž Mackay: (07) 4957-2572
๐Ÿ“ž Brisbane: (07) 3112-7880

At Alman Partners, how we show up matters just as much as what we do.Our approach is guided by Heartstyles - a framework...
21/05/2026

At Alman Partners, how we show up matters just as much as what we do.

Our approach is guided by Heartstyles - a framework developed by Dr Mara & Stephen Klemich (founders of the program).

These principles shape how we support our clients, make decisions, and lead with purpose every day.

Because meaningful outcomes come from doing things the right way.

On Thursday 14th May, we spoke to students and parents at Holy Spirit College's Pathways Expo, a dedicated careers expo ...
20/05/2026

On Thursday 14th May, we spoke to students and parents at Holy Spirit College's Pathways Expo, a dedicated careers expo for their students.

We were delighted to be able to share insights into financial planning and the exciting career opportunities in the profession.

If you are keen on a career in financial advice, visit https://www.alman.com.au/careers/ to learn more.

โ€œWhat theyโ€™re helping us to do is evolve to the next stage of our lives as we get olderโ€ฆโ€ Rowena Hardy & Nick BennettA c...
18/05/2026

โ€œWhat theyโ€™re helping us to do is evolve to the next stage of our lives as we get olderโ€ฆโ€

Rowena Hardy & Nick Bennett

A clear strategy makes the next stage feel more certain.

โ–ถ๏ธ Watch their story: https://www.youtube.com/watch?v=H4KWvTaOiGk

๐ŸŒŸ ๐„๐๐ˆ๐’๐Ž๐ƒ๐„ ๐Ÿ“๐Ÿ ๐’๐ฆ๐š๐ซ๐ญ ๐Œ๐จ๐ง๐ž๐ฒ ๐Ÿ๐จ๐ซ ๐’๐ฆ๐š๐ฅ๐ฅ ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ - ๐Ž๐”๐“ ๐๐Ž๐–! ๐Ÿ’ฐ In this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, Teneale is joined by Fina...
15/05/2026

๐ŸŒŸ ๐„๐๐ˆ๐’๐Ž๐ƒ๐„ ๐Ÿ“๐Ÿ ๐’๐ฆ๐š๐ซ๐ญ ๐Œ๐จ๐ง๐ž๐ฒ ๐Ÿ๐จ๐ซ ๐’๐ฆ๐š๐ฅ๐ฅ ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ - ๐Ž๐”๐“ ๐๐Ž๐–! ๐Ÿ’ฐ

In this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, Teneale is joined by Financial Adviser and Alman Partners business owner, Jason Kirk, to unpack the realities of running a small business in Australia.

With 98% of Australian businesses falling into the SME categoryโ€”and many owners sacrificing a salary in the early yearsโ€”Jason explores how financial advice for business owners differs from that for individuals. He explains why effective advice comes down to sequencing risk: understanding what to prioritise, what to put on hold, and what to avoid altogether.

They also dive into the strong link between personal and business finances, and the value of a well-rounded professional networkโ€”especially collaborating closely with accountantsโ€”to achieve better client outcomes.

Jason shares his perspective on the right time for business owners to seek financial advice, challenging the common mindset of waiting until โ€œlater.โ€

Whether youโ€™re launching a start-up or managing an established SME, this episode delivers practical insights to help you make smarter financial decisions at every stage.

https://www.alman.com.au/wealth-experience-podcast/

Find us on:
๐—ฃ๐—ผ๐—ฑ๐—ฏ๐—ฒ๐—ฎ๐—ป, ๐—ฆ๐—ฝ๐—ผ๐˜๐—ถ๐—ณ๐˜†, ๐—”๐—บ๐—ฎ๐˜‡๐—ผ๐—ป ๐— ๐˜‚๐˜€๐—ถ๐—ฐ, ๐—ฃ๐—น๐—ฎ๐˜†๐—ฒ๐—ฟ๐—™๐— , ๐—”๐—ฝ๐—ฝ๐—น๐—ฒ ๐—ฃ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜๐˜€

๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, a podcast by expert financial advisory firm, ๐ด๐‘™๐‘š๐‘Ž๐‘› ๐‘ƒ๐‘Ž๐‘Ÿ๐‘ก๐‘›๐‘’๐‘Ÿ๐‘  ๐‘‡๐‘Ÿ๐‘ข๐‘’ ๐‘Š๐‘’๐‘Ž๐‘™๐‘กโ„Ž (AFSL: 222107).

https://www.alman.com.au/
https://www.alman.com.au/our-services/apdirectinvest/

Kicking off May with a double celebration.Happy Birthday to Sam and Siobhan, we appreciate everything you bring to the t...
14/05/2026

Kicking off May with a double celebration.

Happy Birthday to Sam and Siobhan,
we appreciate everything you bring to the team.

Wishing you both a great year ahead. ๐ŸŽ‰

Address

HEAD OFFICE: 8 Brisbane Street
Mackay, QLD
4740

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3:30pm

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