Wealth Experience

Alman Partners Pty Ltd

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Wealth Experience

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.

29/11/2024

Ep 36 - Entrepreneurial Lessons with Scott Alman

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

27 min
01/11/2024

Ep 35 - The Financial Considerations to Starting a Family

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

24 min
18/10/2024

Ep 34 - How to Live Like a Millionaire

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

41 min
04/10/2024

Ep 33 - Interview with a Financial Adviser

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

36 min
20/09/2024

Ep 32 - Get Rich (and broke) Quick Scheme

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

27 min
06/09/2024

Ep 31 - Paying Tax is Actually Good!

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

12 min
23/08/2024

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. 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

35 min
09/08/2024

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

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

42 min

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.

Creator

Alman Partners Pty Ltd
Years Active

2023 - 2024
Episodes

36
Rating

Clean
Copyright

© Copyright 2023 All rights reserved.
Show Website

Wealth Experience