Wealth Experience

Wealth Experience

By Alman Partners Pty LtdBusinessInvesting
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Wealth Experience episodes

  • Ep 35 - The Financial Considerations to Starting a Family

    ๐ด๐‘Ÿ๐‘’ ๐‘ฆ๐‘œ๐‘ข ๐‘๐‘œ๐‘›๐‘ ๐‘–๐‘‘๐‘’๐‘Ÿ๐‘–๐‘›๐‘” ๐‘ ๐‘ก๐‘Ž๐‘Ÿ๐‘ก๐‘–๐‘›๐‘” ๐‘Ž ๐‘“๐‘Ž๐‘š๐‘–๐‘™๐‘ฆ ๐‘œ๐‘Ÿ ๐‘’๐‘ฅ๐‘๐‘Ž๐‘›๐‘‘๐‘–๐‘›๐‘” ๐‘ฆ๐‘œ๐‘ข๐‘Ÿ ๐‘’๐‘ฅ๐‘–๐‘ ๐‘ก๐‘–๐‘›๐‘” ๐‘œ๐‘›๐‘’? ๐ป๐‘Ž๐‘ฃ๐‘’ ๐‘ฆ๐‘œ๐‘ข ๐‘‘๐‘’๐‘™๐‘Ž๐‘ฆ๐‘’๐‘‘ ๐‘ฆ๐‘œ๐‘ข๐‘Ÿ ๐‘๐‘™๐‘Ž๐‘›๐‘  ๐‘‘๐‘ข๐‘’ ๐‘ก๐‘œ ๐‘ฆ๐‘œ๐‘ข๐‘Ÿ ๐‘“๐‘–๐‘›๐‘Ž๐‘›๐‘๐‘–๐‘Ž๐‘™ ๐‘ ๐‘–๐‘ก๐‘ข๐‘Ž๐‘ก๐‘–๐‘œ๐‘› ๐‘œ๐‘Ÿ ๐‘กโ„Ž๐‘’ ๐‘๐‘ข๐‘Ÿ๐‘Ÿ๐‘’๐‘›๐‘ก ๐‘’๐‘๐‘œ๐‘›๐‘œ๐‘š๐‘–๐‘ ๐‘’๐‘›๐‘ฃ๐‘–๐‘Ÿ๐‘œ๐‘›๐‘š๐‘’๐‘›๐‘ก?

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    In this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, Teneale & Kelsey discuss the financial considerations to starting a family, covering the dreaded โ€˜Bโ€™ word (budgets), the importance of communication between partners and your insurance/private health needs.

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    The ladies cover maternity/paternity leave entitlements, either via your employer or Centrelink, how these entitlements relate to your tax position, and the areas Centrelink considers for eligibility (work test and family income).

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    Are you financially prepared? Tune in to this episode of Wealth Experience today to start your new family life on the right foot.

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    Wealth Experience: Podcast - Alman Partners

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

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    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.ย ย 


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

    AP Direct Invest - Alman Partnersย 

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    #wealthexperiencepodcast #almanpartners #truewealth #startingafamily #familylifefinances #financialplanning #maternityleave #paternityleave

    25 min
  • Ep 34 - How to Live Like a Millionaire

    In this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž Kelsey & Teneale discuss how successful people spend their time. Looking into the common trends of how millionaires spend their day, it turns out that a considerable amount have a sacred morning ritual - dedicating time for mind, body and soul. Exercise proves invaluable, clearing the mind and improving focus, as well as strengthen the body.

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    Working early in the morning and without interruption, can be more productive as this is the time when you have more focus and higher cognitive ability, allowing you to complete your Most Important Tasks (MIT).

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    Join Teneale and Kelsey to discover more tips on how to live like a millionaire!

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    RESOURCES

    Episode 19: The Gift of Giving - Philanthropy

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    Wealth Experience: Podcast - Alman Partners

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

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    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.ย ย 


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

    AP Direct Invest - Alman Partnersย 

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    #wealthexperiencepodcast #almanpartners #truewealth #livelikeamillionaire #168hours

    42 min
  • Ep 33 - Interview with a Financial Adviser

    In this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, Kelsey interviews special guest, Teneale Laister, Business Partner and Senior Financial Adviser of Alman Partners True Wealth.

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    We find out if she practices what she preaches and if she does in fact have her own financial adviser. Talking about everything financial from cash flow, credit cards, offset arrangements and business accounts, the ladies cover the importance of having a close circle of professionals supporting you.

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    If you have wondered about the benefits of having a trusted financial adviser in your life, hear it from the horseโ€™s mouth in this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž.

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    Wealth Experience: Podcast - Alman Partners

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

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    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.ย ย 


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

    AP Direct Invest - Alman Partnersย 

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    #wealthexperiencepodcast #almanpartners #truewealth #financialadviser #financialadvice

    37 min
  • Ep 32 - Get Rich (and broke) Quick Scheme

    ๐‘€๐‘œ๐‘ ๐‘ก ๐‘๐‘’๐‘œ๐‘๐‘™๐‘’ ๐‘™๐‘œ๐‘ฃ๐‘’ ๐‘กโ„Ž๐‘’ ๐‘–๐‘‘๐‘’๐‘Ž ๐‘œ๐‘“ ๐‘”๐‘’๐‘ก๐‘ก๐‘–๐‘›๐‘” ๐‘Ÿ๐‘–๐‘โ„Ž ๐‘ž๐‘ข๐‘–๐‘๐‘˜๐‘™๐‘ฆ, ๐‘๐‘ข๐‘ก โ„Ž๐‘œ๐‘ค ๐‘Ÿ๐‘–๐‘ ๐‘˜๐‘ฆ ๐‘Ž๐‘Ÿ๐‘’ ๐‘กโ„Ž๐‘’๐‘ ๐‘’ ๐‘ ๐‘โ„Ž๐‘’๐‘š๐‘’๐‘ ?

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    Kelsey & Teneale dive into the various schemes out there that promise to get you rich quick! The ladies discuss pressure sales tactics and how you should always be wary of anything that advertises high returns with low effort over a short period of time.

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    Covering pyramid schemes and cryptocurrency, Teneale and Kelsey cover the 2 golden rules for successful investing, and the relation of risk & return.

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    Join us in this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž to stay up to date on informed investing!

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    Wealth Experience: Podcast - Alman Partners

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

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    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.ย ย 


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

    AP Direct Invest - Alman Partnersย 

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    #wealthexperiencepodcast #almanpartners #truewealth #getrichquickschemes #investments

    27 min
  • Ep 31 - Paying Tax is Actually Good!

    We have all heard Benjamin Franklinโ€™s famous quote: โ€œโ€ฆ๐‘–๐‘› ๐‘กโ„Ž๐‘–๐‘  ๐‘ค๐‘œ๐‘Ÿ๐‘™๐‘‘ ๐‘›๐‘œ๐‘กโ„Ž๐‘–๐‘›๐‘” ๐‘๐‘Ž๐‘› ๐‘๐‘’ ๐‘ ๐‘Ž๐‘–๐‘‘ ๐‘ก๐‘œ ๐‘๐‘’ ๐‘๐‘’๐‘Ÿ๐‘ก๐‘Ž๐‘–๐‘›, ๐‘’๐‘ฅ๐‘๐‘’๐‘๐‘ก ๐‘‘๐‘’๐‘Ž๐‘กโ„Ž ๐‘Ž๐‘›๐‘‘ ๐‘ก๐‘Ž๐‘ฅ๐‘’๐‘ ,โ€ and in this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, Teneale & Kelsey try to convince us that taxes are in fact a good thing!

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    After all, they do play a surprisingly beneficial role in society. From funding essential public services like schools, hospitals, and infrastructure, taxes are the backbone of a functioning society.

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    Kelsey & Teneale discuss the importance of tax planning for both individuals and businesses, along with covering what a Div7a loan is. Tax rates do change from time to time, and there can be complexities depending on your circumstances. It can be a wise decision to engage a tax specialist or accountant.

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    Wealth Experience: Podcast - Alman Partners

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

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    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.ย ย 


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

    AP Direct Invest - Alman Partnersย 

    ย 

    #wealthexperiencepodcast #almanpartners #truewealth #taxplanning #taxisgood

    12 min
  • Ep 30 - The Ultimate Assurance: Exploring Death & Terminal Illness Coverage

    Life Risk Advisor & Partner of Personal Risk Professionals (PRP), Corey Evans joins Teneale again in this follow-up episode on all things life insurance.

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    In this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, Corey & Teneale discuss some common myths and misconceptions around insurance, how tax impacts your policy, holding insurance through a self-managed superannuation fund (SMSF) and rider cover.

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    Corey also steps Teneale through how insurance can be used as a tool to equalise estates.

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    ๐ผ๐‘“ ๐‘ฆ๐‘œ๐‘ข ๐‘ค๐‘Ž๐‘›๐‘ก ๐‘ก๐‘œ ๐‘ข๐‘›๐‘‘๐‘’๐‘Ÿ๐‘ ๐‘ก๐‘Ž๐‘›๐‘‘ ๐‘กโ„Ž๐‘’ ๐‘–๐‘›๐‘ก๐‘Ÿ๐‘–๐‘๐‘Ž๐‘๐‘–๐‘’๐‘  ๐‘œ๐‘“ ๐‘๐‘’๐‘Ÿ๐‘ ๐‘œ๐‘›๐‘Ž๐‘™ ๐‘–๐‘›๐‘ ๐‘ข๐‘Ÿ๐‘Ž๐‘›๐‘๐‘’, ๐‘กโ„Ž๐‘’๐‘› ๐‘กโ„Ž๐‘–๐‘  ๐‘’๐‘๐‘–๐‘ ๐‘œ๐‘‘๐‘’ ๐‘–๐‘  ๐‘“๐‘œ๐‘Ÿ ๐‘ฆ๐‘œ๐‘ข.

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    Also check out Coreyโ€™s last episode #29 Securing Tomorrow: A Deep Dive into Life Insurance.

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    Personal Risk Professionals

    Wealth Experience: Podcast - Alman Partners

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

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    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.ย ย 


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

    AP Direct Invest - Alman Partnersย 

    ย 

    #wealthexperiencepodcast #almanpartners #truewealth #personalriskprofessionals #personalinsurance

    35 min
  • Ep 29 - Securing Tomorrow: A Deep Dive into Life Insurance

    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 Life Risk Advisor & Partner of Personal Risk Professionals (PRP), Corey Evans. With nearly a decade of experience in the insurance and financial industry, Corey discusses with Teneale all things personal insurance.


    With a passion for educating others on how insurance policies work, Corey explains the pros and cons of holding insurance within superannuation and what protection WorkCover provides.

    Covering Life/Death, Total & Permanent Disability (TPD) and Income Protection, Corey is a wealth of knowledge when it comes to protecting your family's financial future.

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    Personal Risk Professionals

    Wealth Experience: Podcast - Alman Partners

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

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    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.ย ย 


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

    AP Direct Invest - Alman Partnersย 

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    #wealthexperiencepodcast #almanpartners #truewealth #personalriskprofessionals #personalinsurance

    42 min
  • Ep 28 - Lifting the Veil on Financial Advice
    ๐ด๐‘Ÿ๐‘’ ๐‘ฆ๐‘œ๐‘ข ๐‘™๐‘œ๐‘œ๐‘˜๐‘–๐‘›๐‘” ๐‘ก๐‘œ ๐‘’๐‘›๐‘”๐‘Ž๐‘”๐‘’ ๐‘Ž ๐น๐‘–๐‘›๐‘Ž๐‘›๐‘๐‘–๐‘Ž๐‘™ ๐ด๐‘‘๐‘ฃ๐‘–๐‘ ๐‘’๐‘Ÿ? ๐‘Š๐‘’๐‘™๐‘™, ๐‘กโ„Ž๐‘–๐‘  ๐‘–๐‘  ๐‘กโ„Ž๐‘’ ๐‘’๐‘๐‘–๐‘ ๐‘œ๐‘‘๐‘’ ๐‘“๐‘œ๐‘Ÿ ๐‘ฆ๐‘œ๐‘ข.
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    In this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, Teneale and Kelsey dive into a listener question and lift the veil on financial advice.
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    Did you know that only 1 in 10 Australians seek advice on their financial matters? Engaging an adviser is a long-term relationship, so making sure you are comfortable with the individual, their qualifications and skills, and the firm is crucial.
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    The ladies discuss what you need to consider when looking at engaging an adviser, what that adviser will need from you to provide advice, and what to expect in your meetings and the process more generally.
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    All firms are slightly different so be sure to research your options.
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    Alman Partners is CEFEX Accredited.
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    Wealth Experience: Podcast - Alman Partners

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

    ย 

    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.ย ย 


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

    AP Direct Invest - Alman Partnersย 

    ย 

    #wealthexperiencepodcast #almanpartners #truewealth #financialadvice #financialadviser
    36 min
  • Ep 27 - Insights into Investment Platforms

    Join Teneale & Kelsey as they interview special guest, Kayla Batiste, Business Development Manager for Wealth Solutions at Macquarie, in this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, ๐‘ฐ๐’๐’”๐’Š๐’ˆ๐’‰๐’•๐’” ๐’Š๐’๐’•๐’ ๐‘ฐ๐’๐’—๐’†๐’”๐’•๐’Ž๐’†๐’๐’• ๐‘ท๐’๐’‚๐’•๐’‡๐’๐’“๐’Ž๐’”.

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    Discussing everything from chocolate cake to tooth fairy rates, the ladies also cover the importance of having a trusted financial adviser on your side, especially through tough life events. They also explore the latest in Macquarieโ€™s platform security and technological advancements along with cyber security in general, and the perennial challenge of achieving work-life balance and overcoming mum guilt.

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    The information in this podcast is provided for the use of financial services professionals only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.


    Macquarie Wrap is issued by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237492 RSEL L0001281 (MIML), and the Macquarie Cash Management Account is a deposit product issued by Macquarie Bank Limited ABN 46 008 583 542 AFSL 237502 (MBL). Funds invested on your behalf by MIML are not deposits with or other liabilities of MBL or any other entity of the Macquarie Group and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. None of MBL, MIML, or any other member of the Macquarie Group guarantees any particular rate of return or the performance of the investments, nor do they guarantee the repayment of capital.

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    ๐ƒ๐จ๐งโ€™๐ญ ๐ฆ๐ข๐ฌ๐ฌ ๐ญ๐ก๐ข๐ฌ ๐ž๐ฉ๐ข๐ฌ๐จ๐๐ž ๐จ๐Ÿ ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž!

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    RESOURCES

    Macquarie Security & Scams Hub

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

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    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.ย ย 


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

    AP Direct Invest - Alman Partnersย 

    ย 

    #wealthexperiencepodcast #almanpartners #truewealth #investmentplatforms

    35 min
  • Ep 26 - Legacy Talks: Smart Estate Planning

    Join Kelsey & Teneale in ๐‹๐ž๐ ๐š๐œ๐ฒ ๐“๐š๐ฅ๐ค๐ฌ: ๐’๐ฆ๐š๐ซ๐ญ ๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐ , 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 ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž for your guide on estate planning.

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

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    Wealth Experience: Podcast - Alman Partners

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    ๐—ฃ๐—ผ๐—ฑ๐—ฏ๐—ฒ๐—ฎ๐—ป, ๐—ฆ๐—ฝ๐—ผ๐˜๐—ถ๐—ณ๐˜†,ย ๐—”๐—บ๐—ฎ๐˜‡๐—ผ๐—ป ๐— ๐˜‚๐˜€๐—ถ๐—ฐ, ๐—ฃ๐—น๐—ฎ๐˜†๐—ฒ๐—ฟ๐—™๐— ,ย ๐—š๐—ผ๐—ผ๐—ด๐—น๐—ฒ ๐—ฃ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜๐˜€,ย ๐—”๐—ฝ๐—ฝ๐—น๐—ฒ ๐—ฃ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜๐˜€

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    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.ย ย 


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

    AP Direct Invest - Alman Partnersย 

    ย 

    #wealthexperiencepodcast #almanpartners #truewealth #doubleincomenokids #launchpadstudios

    25 min

About Wealth Experience

From the publisher's feed

Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight forโ€ฆ