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

๐Ÿš€ ๐˜๐จ๐ฎ๐ซ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ฌ๐ญ๐š๐ซ๐ญ๐ฌ ๐ง๐จ๐ฐ๐Ž๐๐‹๐˜ ๐Ÿ ๐Œ๐Ž๐๐“๐‡ ๐‹๐„๐…๐“ ๐“๐Ž ๐€๐๐๐‹๐˜ ๐…๐Ž๐‘ ๐“๐‡๐„ ๐€๐‹๐Œ๐€๐ ๐๐€๐‘๐“๐๐„๐‘๐’ ๐‚๐€๐ƒ๐„๐“๐’๐‡๐ˆ๐ ๐๐‘๐Ž๐†๐‘๐€๐ŒIf you're a Year 12 student r...
30/08/2026

๐Ÿš€ ๐˜๐จ๐ฎ๐ซ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ฌ๐ญ๐š๐ซ๐ญ๐ฌ ๐ง๐จ๐ฐ

๐Ž๐๐‹๐˜ ๐Ÿ ๐Œ๐Ž๐๐“๐‡ ๐‹๐„๐…๐“ ๐“๐Ž ๐€๐๐๐‹๐˜ ๐…๐Ž๐‘ ๐“๐‡๐„ ๐€๐‹๐Œ๐€๐ ๐๐€๐‘๐“๐๐„๐‘๐’ ๐‚๐€๐ƒ๐„๐“๐’๐‡๐ˆ๐ ๐๐‘๐Ž๐†๐‘๐€๐Œ

If you're a Year 12 student ready to earn while you learn and kick-start a career in financial advice, now's the time to apply.

Gain real-world experience, learn from industry experts, and take the first step towards a rewarding career in financial advice.

๐Ÿ“… Applications close 30 September
๐Ÿ‘‰ www.alman.com.au/cadetship

โค๏ธ ๐‘ช๐’๐’๐’ˆ๐’“๐’‚๐’•๐’–๐’๐’‚๐’•๐’Š๐’๐’๐’”, ๐‘บ๐’‰๐’‚๐’Œ๐’‚๐’“๐’‚!Join us at Alman Partners in celebrating a very special milestone for Shakara on her recent ...
28/08/2026

โค๏ธ ๐‘ช๐’๐’๐’ˆ๐’“๐’‚๐’•๐’–๐’๐’‚๐’•๐’Š๐’๐’๐’”, ๐‘บ๐’‰๐’‚๐’Œ๐’‚๐’“๐’‚!

Join us at Alman Partners in celebrating a very special milestone for Shakara on her recent wedding! ๐Ÿ’

From all of us at Alman Partners, we wish you a lifetime of love, happiness, adventure, and treasured moments together. May your years ahead be filled with laughter, support, and endless reasons to celebrate. Join us in congratulating the happy couple! ๐Ÿฅ‚โค๏ธ๐ŸŽ‰

๐ŸŽ‰ ๐€๐ฎ๐ ๐ฎ๐ฌ๐ญ ๐๐ข๐ซ๐ญ๐ก๐๐š๐ฒ ๐‚๐ž๐ฅ๐ž๐›๐ซ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐š๐ญ ๐€๐ฅ๐ฆ๐š๐ง ๐๐š๐ซ๐ญ๐ง๐ž๐ซ๐ฌ ๐ŸŽ‰This month, we had the pleasure of celebrating the birthdays of Kelsey...
27/08/2026

๐ŸŽ‰ ๐€๐ฎ๐ ๐ฎ๐ฌ๐ญ ๐๐ข๐ซ๐ญ๐ก๐๐š๐ฒ ๐‚๐ž๐ฅ๐ž๐›๐ซ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐š๐ญ ๐€๐ฅ๐ฆ๐š๐ง ๐๐š๐ซ๐ญ๐ง๐ž๐ซ๐ฌ ๐ŸŽ‰

This month, we had the pleasure of celebrating the birthdays of Kelsey Dent, Broc Nicholson and Shakara Bampton with some truly delicious treats. The team enjoyed a decadent Belgian Double Choc Mud Cake and a mouth-watering Mississippi Cheesecake, making the occasion even sweeter! ๐Ÿง๐Ÿซ๐Ÿฐ

Birthday celebrations are always a wonderful opportunity to come together, share a laugh, and recognise the amazing people who make our team so special.

Please join us in wishing Kelsey, Broc and Shakara a very Happy Birthday and a fantastic year ahead filled with happiness, success, and memorable moments. ๐ŸŽˆ๐ŸŽ๐Ÿพ

๐Ÿฅณ๐ŸŽŠ

24/08/2026

Our Mackay team was delighted to have recently delivered a financial education session for the team at Harcourts MackTown. Advisers, Sam Henry and Paul Shepherd, together with Associate, Siobhan Petersen shared helpful insights into the importance of having a solid foundation for your financial future. It's encouraging to see organisations investing in their people and empowering them with the knowledge and confidence to make informed financial decisions. Thank you for the opportunity to be part of your team's development journey. ๐Ÿ‘๐Ÿ“š๐Ÿ’ก

๐’๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ๐ข๐ง๐  ๐ญ๐ก๐จ๐ฌ๐ž ๐ฐ๐ก๐จ ๐’๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ ๐จ๐ฎ๐ซ ๐‚๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐ญ๐ฒEarlier this month, Veronika and Ashleigh had the pleasure of joining The Neig...
24/08/2026

๐’๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ๐ข๐ง๐  ๐ญ๐ก๐จ๐ฌ๐ž ๐ฐ๐ก๐จ ๐’๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ ๐จ๐ฎ๐ซ ๐‚๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐ญ๐ฒ

Earlier this month, Veronika and Ashleigh had the pleasure of joining The Neighbourhood Hub to celebrate the launch of the Connect & Thrive Project.

This fantastic initiative is dedicated to empowering culturally and linguistically diverse community members across Mackay through practical workshops, mentoring opportunities, and meaningful connections.

Through the project, participants will have access to:
โœจ Financial literacy workshops to build confidence in managing money
โœจ Employment readiness workshops to strengthen job-seeking skills and workplace confidence
โœจ Small business mentoring from experienced local business owners, offering practical advice, knowledge, and real-world insights

Together, we're helping create pathways to greater economic participation, supporting the growth of thriving small businesses, and building a stronger, more inclusive community where everyone has the opportunity to succeed and every voice is valued.

๐‘ต๐’†๐’˜ ๐’‡๐’‚๐’„๐’†๐’”. ๐‘ต๐’†๐’˜ ๐’‡๐’“๐’Š๐’†๐’๐’…๐’”๐’‰๐’Š๐’‘๐’”. ๐‘ต๐’†๐’˜ ๐’ƒ๐’†๐’ˆ๐’Š๐’๐’๐’Š๐’๐’ˆ๐’”.

๐Ÿ“ธ Lโ€“R: Alana - Connect & Thrive Co-ordinator, Veronika & Ashleigh - Alman Partners, Toni - Neighbourhood Hub

๐ŸŒŸ๐„๐๐ˆ๐’๐Ž๐ƒ๐„ ๐Ÿ“๐Ÿ’ ๐๐ซ๐ž๐ฆ๐ข๐ฎ๐ฆ ๐…๐š๐œ๐ญ๐จ๐ซ๐ฌ & ๐–๐š๐ฒ๐ฌ ๐ญ๐จ ๐’๐š๐ฏ๐ž - ๐Ž๐”๐“ ๐๐Ž๐–! ๐ŸŽงIn Part 2 of our conversation, join Kelsey and insurance speciali...
21/08/2026

๐ŸŒŸ๐„๐๐ˆ๐’๐Ž๐ƒ๐„ ๐Ÿ“๐Ÿ’ ๐๐ซ๐ž๐ฆ๐ข๐ฎ๐ฆ ๐…๐š๐œ๐ญ๐จ๐ซ๐ฌ & ๐–๐š๐ฒ๐ฌ ๐ญ๐จ ๐’๐š๐ฏ๐ž - ๐Ž๐”๐“ ๐๐Ž๐–! ๐ŸŽง

In Part 2 of our conversation, join Kelsey and insurance specialist Mark Everingham from PRP as they take a closer look at the rising cost of insurance premiums and the key factors influencing pricing across the industry.

This episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž explores increasing claim volumes, the impact of mental health-related claims, and how insurers balance premium pricing to support policyholders. You'll also gain practical tips on reducing premiums through regular policy reviews, improved health outcomes, and ensuring your cover reflects current medical advancements and personal circumstances.

A must-listen for anyone wanting to better understand their insurance and potentially save on their premiums.

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/

๐‘๐ž๐œ๐จ๐ ๐ง๐ข๐ญ๐ข๐จ๐ง ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ๐ฌ ๐ข๐ฆ๐ฉ๐š๐œ๐ญ.We're excited to share that Jason Kirk, Senior Financial Adviser at Alman Partners, has been ...
19/08/2026

๐‘๐ž๐œ๐จ๐ ๐ง๐ข๐ญ๐ข๐จ๐ง ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ๐ฌ ๐ข๐ฆ๐ฉ๐š๐œ๐ญ.

We're excited to share that Jason Kirk, Senior Financial Adviser at Alman Partners, has been shortlisted for the prestigious FSPower50, recognising Australia's most influential financial advisers.

This recognition reflects Jason's dedication to helping clients achieve their financial goals, building trusted relationships, and making a meaningful contribution to the profession.

If Jason has helped you navigate important financial decisions or made a positive difference to your financial future, we'd love your support.

Cast your vote today and help recognise the impact Jason has made.
https://www.financialstandard.com.au/fspower50

The FSPower50 Top 50 Financial Advisers from across Australia will be announced on Monday, 2 November 2026.

๐ŸŒŸ ๐๐ž๐ฐ ๐๐ฅ๐จ๐  ๐€๐ซ๐ญ๐ข๐œ๐ฅ๐ž: ๐–๐จ๐ฆ๐ž๐ง ๐ข๐ง ๐‚๐š๐ซ๐ข๐ง๐  ๐‘๐จ๐ฅ๐ž๐ฌ: ๐“๐ก๐ž ๐‡๐ข๐๐๐ž๐ง ๐ˆ๐ฆ๐ฉ๐š๐œ๐ญ ๐จ๐ง ๐Œ๐ž๐ง๐ญ๐š๐ฅ ๐š๐ง๐ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐–๐ž๐ฅ๐ฅ๐›๐ž๐ข๐ง๐  Caring responsibilities c...
18/08/2026

๐ŸŒŸ ๐๐ž๐ฐ ๐๐ฅ๐จ๐  ๐€๐ซ๐ญ๐ข๐œ๐ฅ๐ž: ๐–๐จ๐ฆ๐ž๐ง ๐ข๐ง ๐‚๐š๐ซ๐ข๐ง๐  ๐‘๐จ๐ฅ๐ž๐ฌ: ๐“๐ก๐ž ๐‡๐ข๐๐๐ž๐ง ๐ˆ๐ฆ๐ฉ๐š๐œ๐ญ ๐จ๐ง ๐Œ๐ž๐ง๐ญ๐š๐ฅ ๐š๐ง๐ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐–๐ž๐ฅ๐ฅ๐›๐ž๐ข๐ง๐ 

Caring responsibilities can have a profound impact on women's mental wellbeing, careers, and long-term financial security. As aged care decisions become more complex, the right support can help families reduce stress, navigate care options with confidence, and stay focused on their financial goals.

Read the latest article from Care&Co Match here: https://www.alman.com.au/yourmoney/women-in-caring-roles-the-hidden-impact-on-mental-and-financial-wellbeing/

๐Ÿ“ž Mackay: (07) 4957-2572
๐Ÿ“ž Brisbane: (07) 3112-788

๐ŸŽ™๏ธ ๐Ž๐ ๐€๐ˆ๐‘: ๐Œ๐จ๐ง๐ž๐ฒ ๐Œ๐š๐ญ๐ญ๐ž๐ซ๐ฌ - ๐ง๐ž๐ฐ ๐ซ๐ž๐œ๐จ๐ซ๐๐ข๐ง๐ The next generation is set to inherit $3.5 trillion, marking one of the biggest ...
13/08/2026

๐ŸŽ™๏ธ ๐Ž๐ ๐€๐ˆ๐‘: ๐Œ๐จ๐ง๐ž๐ฒ ๐Œ๐š๐ญ๐ญ๐ž๐ซ๐ฌ - ๐ง๐ž๐ฐ ๐ซ๐ž๐œ๐จ๐ซ๐๐ข๐ง๐ 

The next generation is set to inherit $3.5 trillion, marking one of the biggest wealth transfers in Australian history. What does this mean for your family and the future of your wealth?

Join Ashleigh and Rob as they discuss the key opportunities and challenges ahead, and why planning now can help make the transfer of wealth smoother and more effective for future generations.

๐‘๐ž๐š๐๐ฒ ๐ญ๐จ ๐ฌ๐ญ๐š๐ซ๐ญ ๐ญ๐ก๐ž ๐œ๐จ๐ง๐ฏ๐ž๐ซ๐ฌ๐š๐ญ๐ข๐จ๐ง? Contact Alman Partners to explore how a thoughtful wealth transfer strategy can help protect your legacy.

๐ŸŽงListen here: https://www.alman.com.au/radio-podcasts/ https://www.alman.com.au/wp-content/uploads/2026/08/Money-Matters-Intergenerational-Wealth-Transfer-05.08.2026-AT.mp3

๐ŸŽก ๐„๐ค๐ค๐š ๐’๐ก๐จ๐ฐ ๐‡๐จ๐ฅ๐ข๐๐š๐ฒ ๐๐จ๐ญ๐ข๐œ๐ž ๐ŸŽกOur ๐๐ซ๐ข๐ฌ๐›๐š๐ง๐ž ๐จ๐Ÿ๐Ÿ๐ข๐œ๐ž ๐ฐ๐ข๐ฅ๐ฅ ๐›๐ž ๐œ๐ฅ๐จ๐ฌ๐ž๐ ๐จ๐ง ๐–๐ž๐๐ง๐ž๐ฌ๐๐š๐ฒ, ๐Ÿ๐Ÿ ๐€๐ฎ๐ ๐ฎ๐ฌ๐ญ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” for the Ekka Show Holiday. O...
11/08/2026

๐ŸŽก ๐„๐ค๐ค๐š ๐’๐ก๐จ๐ฐ ๐‡๐จ๐ฅ๐ข๐๐š๐ฒ ๐๐จ๐ญ๐ข๐œ๐ž ๐ŸŽก

Our ๐๐ซ๐ข๐ฌ๐›๐š๐ง๐ž ๐จ๐Ÿ๐Ÿ๐ข๐œ๐ž ๐ฐ๐ข๐ฅ๐ฅ ๐›๐ž ๐œ๐ฅ๐จ๐ฌ๐ž๐ ๐จ๐ง ๐–๐ž๐๐ง๐ž๐ฌ๐๐š๐ฒ, ๐Ÿ๐Ÿ ๐€๐ฎ๐ ๐ฎ๐ฌ๐ญ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” for the Ekka Show Holiday. Our Mackay office remains open and available to assist with any enquiries during this time. We wish everyone attending the Ekka a fantastic day and look forward to reconnecting on Thursday!

๐Ÿ“ž Mackay 07 4957 2572

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

Website

Alerts

Be the first to know and let us send you an email when Alman Partners True Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category