Join Kelsey & Teneale in 𝐋𝐞𝐠𝐚𝐜𝐲 𝐓𝐚𝐥𝐤𝐬: 𝐒𝐦𝐚𝐫𝐭 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠, as they explore the essential estate planning documents and explain why keeping them updated is crucial to ensuring your wishes are honoured after you pass.

The girls will cover key considerations like asset protection, superannuation, insurance, tax implications, and the potential pitfalls of wealth erosion between generations.

Be sure to tune into this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 for your guide on estate planning.

Be sure to visit – DINK Diaries: Navigating Life as Double Income, No Kids, for further insights.

Wealth Experience: Podcast - Alman Partners

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𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗚𝗼𝗼𝗴𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀

𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ.

Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane

AP Direct Invest - Alman Partners

#wealthexperiencepodcast #almanpartners #truewealth #doubleincomenokids #launchpadstudios

𝐴𝑟𝑒 𝑦𝑜𝑢 𝑎 𝐷𝐼𝑁𝐾? 𝑊ℎ𝑎𝑡 𝑎𝑏𝑜𝑢𝑡 𝑎 𝐷𝐼𝑁𝐾𝑊𝐴𝐷? 𝑊ℎ𝑎𝑡 𝑡ℎ𝑒 ℎ𝑒𝑐𝑘 𝑖𝑠 𝑎 𝐷𝐼𝑁𝐾 𝑎𝑛𝑦𝑤𝑎𝑦?

In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, discover the unique opportunities and challenges that come with being in a Double Income, No Kids relationship as Teneale chats about the financial aspects of this increasing demographic.

Having conversations early on with your partner about your wishes becomes very important and Teneale covers Enduring Powers of Attorney, personal insurance, goal setting and generational wealth for those without children or close family they can fall back on.

Also, check out our past episode “What You SHOULD Invest In” for further insights.

Wealth Experience: Podcast - Alman Partners

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𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗚𝗼𝗼𝗴𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀

𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ.

Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane

AP Direct Invest - Alman Partners

#wealthexperiencepodcast #almanpartners #truewealth #doubleincomenokids #launchpadstudios

In this bite-sized technical episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 Teneale & Kelsey look into the strategy of borrowing money to invest, whether from the bank or using equity in your property. Discover how this powerful financial tool can turbocharge your investment portfolio and accelerate your growth potential.

The ladies step through the pros and cons of this approach, discussing topics such as margin calls, ensuring you are protected with insurance and the power of compound interest.

If you are searching for insights on accelerating your investment growth, be sure to tune in.

Resources:

Wealth Experience - Episode 9: Pursuing a Better Investment Experience

Wealth Experience: Podcast - Alman Partners

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𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗚𝗼𝗼𝗴𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀

𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ.

Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane

AP Direct Invest - Alman Partners

#wealthexperiencepodcast #almanpartners #splitspaces #borrowtoinvest #investmentgrowth

Tune in to our latest episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, where we dive into the world of super contributions and unravel the confusion surrounding them. Are you wondering if you can still contribute to your superannuation fund while on maternity leave or during periods of unemployment?

Teneale & Kelsey explore salary sacrifice and employer contributions - is it enough to secure your financial future? We'll break down what the SGC entails and whether additional contributions might be necessary to meet your retirement goals.

Whether you're a seasoned investor or just starting to think about your super, this episode is packed with valuable insights to help you navigate the complexities of super contributions and make informed decisions about your financial future. Tune in now to learn how to make the most out of your super contributions!

Note: All figures discussed in this episode are only relevant to the 2023/24 financial year.

Wealth Experience: Podcast - Alman Partners

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𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗚𝗼𝗼𝗴𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀

𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ.

Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane

AP Direct Invest - Alman Partners

#wealthexperiencepodcast #almanpartners #truewealth #superannuation #supercontributions

In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale & Kelsey are joined by the ever-vibrant Geoff O’Connor, Director of the successful accounting practice, SBB Partners, discussing everything from cats, university, Bluey and inevitably, tax.

Geoff has an immense passion for people and community so his current role as President of the Mackay Region Chamber of Commerce is a perfect fit. Together with his successes, Geoff discusses overcoming the variety of challenges he has experienced throughout his career as a young, professional gay man in a regional town.

Join us in this uplifting episode of Wealth Experience, that is sure to leave you with a smile!

https://www.sbbpartners.com.au/

https://www.mackayregionchamber.com.au/

Wealth Experience: Podcast - Alman Partners

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𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗚𝗼𝗼𝗴𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀

𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ.

Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane

AP Direct Invest - Alman Partners

#wealthexperiencepodcast #almanpartners #truewealth #sbbpartners #accounting

In the latest episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, “Cashless Society,” Teneale and Kelsey discuss the advantages and drawbacks surrounding society's steady march towards a cashless future.

From the convenience of digital transactions to the potential threats to privacy through cyber-attacks, the ladies discuss their own experiences in an increasingly cashless world. Tune in today and let us know how you have been impacted by this change.

Wealth Experience: Podcast - Alman Partners

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𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗚𝗼𝗼𝗴𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀

𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ.

Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane

AP Direct Invest - Alman Partners

#wealthexperiencepodcast #almanpartners #truewealth #cashlesssociety #splitspaces

In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale & Kelsey discuss their personal experiences in buying and selling property.

Whether you're a seasoned property investor or a first-time homebuyer, working effectively with a real estate agent is paramount as this will allow you to get the best price, terms, and timing for your transaction.

The ladies discuss how keeping emotions out of the process will help you make clearer decisions, along with how and when you should have your finances in order ready to make an offer. They will also cover the differences in bank and market valuations and chat about some common contract terms.

If you are looking to buy or sell property, this is an episode not to be missed. Tune in today!

Wealth Experience: Podcast - Alman Partners

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𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗚𝗼𝗼𝗴𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀

𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ.

Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane

AP Direct Invest - Alman Partners

#wealthexperiencepodcast #almanpartners #truewealth #propertymarket #splitspaces

In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 - 𝐓𝐡𝐞 𝐆𝐢𝐟𝐭 𝐨𝐟 𝐆𝐢𝐯𝐢𝐧𝐠: 𝐏𝐡𝐢𝐥𝐚𝐧𝐭𝐡𝐫𝐨𝐩𝐲, hosts Kelsey and Teneale are joined by a very special guest, Frances Easton, former Partner and Financial Adviser of Alman Partners, and current chair of the Mackay Community Foundation. Together, they dive into a topic close to Frances's heart – philanthropy.

Join us as we explore the true essence of giving and the profound impact it can have beyond financial contributions. Discover how philanthropy extends far beyond wealth and how anyone can make a meaningful difference. Tune in to gain insights into the Mackay Community Foundation and uncover the transformative power of generosity.

Mackay Community Foundation: Website

Mackay Community Foundation: Facebook

Wealth Experience: Podcast - Alman Partners

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𝗣𝗼𝗱𝗯𝗲𝗮𝗻, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆, 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠, 𝗚𝗼𝗼𝗴𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀

𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, a podcast by expert financial advisory firm, 𝐴𝑙𝑚𝑎𝑛 𝑃𝑎𝑟𝑡𝑛𝑒𝑟𝑠 𝑇𝑟𝑢𝑒 𝑊𝑒𝑎𝑙𝑡ℎ.

Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane

AP Direct Invest - Alman Partners

#wealthexperiencepodcast #almanpartners #truewealth #mackaycommunityfoundation #philanthropy