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A tartalmat a Alman Partners Pty Ltd biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Alman Partners Pty Ltd vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

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Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

23 napja18:09

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18:09

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

Wealth Experience

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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 for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.

38 epizódok

#Trading #Business #Alman Partners Pty Ltd

Wealth Experience

updated 14 napja

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38 epizódok

#Trading #Business #Alman Partners Pty Ltd

Minden epizód

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AI in Advice 50:00

14 napja50:00

50:00

Can AI generate better financial advice than a qualified and experienced Financial Adviser? In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale and Kelsey pull apart a financial advice generated by AI. This great scenario was put forward to us by Alman Partners’ Client Service Officer, Jodie Coates wanting to understand the difference between the 2 outputs. Tune in to Wealth Experience as we dive into the results. * DSS Guide refers to Department of Social Services Guide. RESOURCES MoneySmart Calculators & Tools Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻 , 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 , 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠 , 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 #aifinancialadvice #financialadvice #humaninadvice #splitspaces #launchpadstudios…

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Ep 37 - Presidential Elections & Market Returns 14:25

28 napja14:25

14:25

For our first episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 for 2025, Kelsey is back to join Teneale in discussing the correlation between elections and market returns, and the results may surprise you. 2024 was a big year for elections around the world, with 76 countries or 60% of the world’s population voting. With so many changes happening across the globe, it left many wondering about their finances and the stability of share markets. Be sure not to miss the first Wealth Experience podcast for 2025. RESOURCES https://www.alman.com.au/wp-content/uploads/2025/02/Dimensional-Fund-Advisors-The-Election-Question.pdf https://www.dimensional.com/au-en/insights/how-much-impact-does-the-president-have-on-stocks Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻 , 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 , 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠 , 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 #electionsandmarkets #sharemarkets #marketreturns…

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Ep 36 - Entrepreneurial Lessons with Scott Alman 27:01

16 weeks27:01

27:01

In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale is joined by special guest, Founder of Alman Partners, Scott Alman. After 40 years in business, with 2 successful firms to his name, Scott discusses the ups and downs of business ownership, covering topics such as how you know you have a good team behind you and being a leader. Scott also provides some helpful tips to those wanting to begin a business and his plans for his next chapter. If you are considering starting a business, this is the episode for you. RESOURCES Episode 19: The Gift of Giving - Philanthropy HOME - Mackay Community Foundation Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻 , 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 , 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠 , 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 #scottalman #entrepreneuriallessons #businessownership…

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Ep 35 - The Financial Considerations to Starting a Family 24:21

20 weeks24:21

24:21

𝐴𝑟𝑒 𝑦𝑜𝑢 𝑐𝑜𝑛𝑠𝑖𝑑𝑒𝑟𝑖𝑛𝑔 𝑠𝑡𝑎𝑟𝑡𝑖𝑛𝑔 𝑎 𝑓𝑎𝑚𝑖𝑙𝑦 𝑜𝑟 𝑒𝑥𝑝𝑎𝑛𝑑𝑖𝑛𝑔 𝑦𝑜𝑢𝑟 𝑒𝑥𝑖𝑠𝑡𝑖𝑛𝑔 𝑜𝑛𝑒? 𝐻𝑎𝑣𝑒 𝑦𝑜𝑢 𝑑𝑒𝑙𝑎𝑦𝑒𝑑 𝑦𝑜𝑢𝑟 𝑝𝑙𝑎𝑛𝑠 𝑑𝑢𝑒 𝑡𝑜 𝑦𝑜𝑢𝑟 𝑓𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑠𝑖𝑡𝑢𝑎𝑡𝑖𝑜𝑛 𝑜𝑟 𝑡ℎ𝑒 𝑐𝑢𝑟𝑟𝑒𝑛𝑡 𝑒𝑐𝑜𝑛𝑜𝑚𝑖𝑐 𝑒𝑛𝑣𝑖𝑟𝑜𝑛𝑚𝑒𝑛𝑡? In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale & Kelsey discuss the financial considerations to starting a family, covering the dreaded ‘B’ word (budgets), the importance of communication between partners and your insurance/private health needs. 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). Are you financially prepared? Tune in to this episode of Wealth Experience today to start your new family life on the right foot. Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻 , 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 , 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠 , 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 #startingafamily #familylifefinances #financialplanning #maternityleave #paternityleave…

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Ep 34 - How to Live Like a Millionaire 41:20

22 weeks41:20

41:20

In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 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. 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). Join Teneale and Kelsey to discover more tips on how to live like a millionaire! RESOURCES Episode 19: The Gift of Giving - Philanthropy Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻 , 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 , 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠 , 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 #livelikeamillionaire #168hours…

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Ep 33 - Interview with a Financial Adviser 36:26

24 weeks36:26

36:26

In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Kelsey interviews special guest, Teneale Laister, Business Partner and Senior Financial Adviser of Alman Partners True Wealth. 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. If you have wondered about the benefits of having a trusted financial adviser in your life, hear it from the horse’s mouth in this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞. Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻 , 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 , 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠 , 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 #financialadviser #financialadvice…

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Ep 32 - Get Rich (and broke) Quick Scheme 26:49

26 weeks26:49

26:49

𝑀𝑜𝑠𝑡 𝑝𝑒𝑜𝑝𝑙𝑒 𝑙𝑜𝑣𝑒 𝑡ℎ𝑒 𝑖𝑑𝑒𝑎 𝑜𝑓 𝑔𝑒𝑡𝑡𝑖𝑛𝑔 𝑟𝑖𝑐ℎ 𝑞𝑢𝑖𝑐𝑘𝑙𝑦, 𝑏𝑢𝑡 ℎ𝑜𝑤 𝑟𝑖𝑠𝑘𝑦 𝑎𝑟𝑒 𝑡ℎ𝑒𝑠𝑒 𝑠𝑐ℎ𝑒𝑚𝑒𝑠? 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. Covering pyramid schemes and cryptocurrency, Teneale and Kelsey cover the 2 golden rules for successful investing, and the relation of risk & return. Join us in this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 to stay up to date on informed investing! Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻 , 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 , 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠 , 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 #getrichquickschemes #investments…

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Ep 31 - Paying Tax is Actually Good! 11:57

28 weeks11:57

11:57

We have all heard Benjamin Franklin’s famous quote: “…𝑖𝑛 𝑡ℎ𝑖𝑠 𝑤𝑜𝑟𝑙𝑑 𝑛𝑜𝑡ℎ𝑖𝑛𝑔 𝑐𝑎𝑛 𝑏𝑒 𝑠𝑎𝑖𝑑 𝑡𝑜 𝑏𝑒 𝑐𝑒𝑟𝑡𝑎𝑖𝑛, 𝑒𝑥𝑐𝑒𝑝𝑡 𝑑𝑒𝑎𝑡ℎ 𝑎𝑛𝑑 𝑡𝑎𝑥𝑒𝑠,” and in this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale & Kelsey try to convince us that taxes are in fact a good thing! 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. 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. Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻 , 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 , 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠 , 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 #taxplanning #taxisgood…

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Ep 30 - The Ultimate Assurance: Exploring Death & Terminal Illness Coverage 34:32

30 weeks34:32

34:32

Life Risk Advisor & Partner of Personal Risk Professionals (PRP), Corey Evans joins Teneale again in this follow-up episode on all things life insurance. In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, 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. Corey also steps Teneale through how insurance can be used as a tool to equalise estates. 𝐼𝑓 𝑦𝑜𝑢 𝑤𝑎𝑛𝑡 𝑡𝑜 𝑢𝑛𝑑𝑒𝑟𝑠𝑡𝑎𝑛𝑑 𝑡ℎ𝑒 𝑖𝑛𝑡𝑟𝑖𝑐𝑎𝑐𝑖𝑒𝑠 𝑜𝑓 𝑝𝑒𝑟𝑠𝑜𝑛𝑎𝑙 𝑖𝑛𝑠𝑢𝑟𝑎𝑛𝑐𝑒, 𝑡ℎ𝑒𝑛 𝑡ℎ𝑖𝑠 𝑒𝑝𝑖𝑠𝑜𝑑𝑒 𝑖𝑠 𝑓𝑜𝑟 𝑦𝑜𝑢. Also check out Corey’s last episode #29 Securing Tomorrow: A Deep Dive into Life Insurance. Personal Risk Professionals Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻 , 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 , 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠 , 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 #personalriskprofessionals #personalinsurance…

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Ep 29 - Securing Tomorrow: A Deep Dive into Life Insurance 41:46

32 weeks41:46

41:46

In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, 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. Personal Risk Professionals Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻 , 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 , 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠 , 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 #personalriskprofessionals #personalinsurance…

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Ep 28 - Lifting the Veil on Financial Advice 35:11

34 weeks35:11

35:11

𝐴𝑟𝑒 𝑦𝑜𝑢 𝑙𝑜𝑜𝑘𝑖𝑛𝑔 𝑡𝑜 𝑒𝑛𝑔𝑎𝑔𝑒 𝑎 𝐹𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝐴𝑑𝑣𝑖𝑠𝑒𝑟? 𝑊𝑒𝑙𝑙, 𝑡ℎ𝑖𝑠 𝑖𝑠 𝑡ℎ𝑒 𝑒𝑝𝑖𝑠𝑜𝑑𝑒 𝑓𝑜𝑟 𝑦𝑜𝑢. In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale and Kelsey dive into a listener question and lift the veil on financial advice. 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. 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. All firms are slightly different so be sure to research your options. Alman Partners is CEFEX Accredited. Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻 , 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 , 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠 , 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 #financialadvice #financialadviser…

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Ep 27 - Insights into Investment Platforms 34:40

38 weeks34:40

34:40

Join Teneale & Kelsey as they interview special guest, Kayla Batiste, Business Development Manager for Wealth Solutions at Macquarie, in this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, 𝑰𝒏𝒔𝒊𝒈𝒉𝒕𝒔 𝒊𝒏𝒕𝒐 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑷𝒍𝒂𝒕𝒇𝒐𝒓𝒎𝒔. 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 Macquarie’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. 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. 𝐃𝐨𝐧’𝐭 𝐦𝐢𝐬𝐬 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐨𝐟 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞! RESOURCES Macquarie Security & Scams Hub Wealth Experience: Podcast - Alman Partners Find us on: 𝗣𝗼𝗱𝗯𝗲𝗮𝗻 , 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 , 𝗔𝗺𝗮𝘇𝗼𝗻 𝗠𝘂𝘀𝗶𝗰, 𝗣𝗹𝗮𝘆𝗲𝗿𝗙𝗠 , 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 #investmentplatforms…

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Ep 26 - Legacy Talks: Smart Estate Planning 24:11

40 weeks24:11

24:11

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 Find us on: 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…

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Ep 25 - DINK Diaries: Navigating Life as Double Incomes, No Kids 26:19

42 weeks26:19

26:19

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 Find us on: 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…

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Ep 24 - Accelerate Your Growth: Borrowing to Invest 11:55

44 weeks11:55

11:55

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 Find us on: 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…

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