23 episodes

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.

Wealth Experience Alman Partners Pty Ltd

    • Business

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.

    Super Contributions

    Super Contributions

    Tune in to our latest episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, 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.
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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 #superannuation #supercontributions

    • 21 min
    Accounting and Life Experiences: Young, Gay and Regional

    Accounting and Life Experiences: Young, Gay and Regional

    In this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, Teneale & Kelsey are joined by the ever-vibrant Geoff Oโ€™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!
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    https://www.sbbpartners.com.au/ย 
    https://www.mackayregionchamber.com.au/ย 
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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 #sbbpartners #accounting

    • 45 min
    Cashless Society

    Cashless Society

    In the latest episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž, โ€œCashless Society,โ€ 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.
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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 
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    #wealthexperiencepodcast #almanpartners #truewealth #cashlesssociety #splitspaces

    • 10 min
    Beating the Property Market

    Beating the Property Market

    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 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!
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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 #propertymarket #splitspaces

    • 35 min
    The Gift of Giving: Philanthropy

    The Gift of Giving: Philanthropy

    In this episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž - ๐“๐ก๐ž ๐†๐ข๐Ÿ๐ญ ๐จ๐Ÿ ๐†๐ข๐ฏ๐ข๐ง๐ : ๐๐ก๐ข๐ฅ๐š๐ง๐ญ๐ก๐ซ๐จ๐ฉ๐ฒ, 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 โ€“ philanthropy.
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    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.
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    Mackay Community Foundation: Website
    Mackay Community Foundation: Facebook
    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˜€
    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 #mackaycommunityfoundation #philanthropy
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    • 30 min
    So You Think You Know Marketing

    So You Think You Know Marketing

    Dive into the world of marketing mastery with our latest episode of ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž โ€“ ๐’๐จ ๐˜๐จ๐ฎ ๐“๐ก๐ข๐ง๐ค ๐˜๐จ๐ฎ ๐Š๐ง๐จ๐ฐ ๐Œ๐š๐ซ๐ค๐ž๐ญ๐ข๐ง๐ !ย ย 
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    Join Kelsey & Teneale as they sit down with Jade McAuley, Director of Rebel Nation and a trailblazer in the industry, to uncover her incredible journey through the business landscape. From challenges to soaring successes, she shares invaluable insights and tips that every entrepreneur needs to hear. Whether you're a seasoned business owner or just starting out, this episode is packed with actionable inspiration to take your marketing game to the next level. Tune in now and unleash your business potential! ย 
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    Podcast โ€” Rebel Nationย 
    Rebel Nationย 
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    ๐—ฃ๐—ผ๐—ฑ๐—ฏ๐—ฒ๐—ฎ๐—ป: https://buff.ly/3M44zaFย ย 
    ๐—ฆ๐—ฝ๐—ผ๐˜๐—ถ๐—ณ๐˜†: https://buff.ly/3NMc87eย ย 
    ๐—”๐—บ๐—ฎ๐˜‡๐—ผ๐—ป ๐— ๐˜‚๐˜€๐—ถ๐—ฐ: https://buff.ly/3nLZzhAย ย 
    ๐—ฃ๐—น๐—ฎ๐˜†๐—ฒ๐—ฟ๐—™๐— : https://buff.ly/3LKqKlbย ย 
    ๐—š๐—ผ๐—ผ๐—ด๐—น๐—ฒ ๐—ฃ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜๐˜€: https://buff.ly/3paBrpOย 
    ๐—”๐—ฝ๐—ฝ๐—น๐—ฒ ๐—ฃ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜๐˜€: https://buff.ly/3WNIjWiย 
    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 
    ย Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbaneย 
    AP Direct Invest - Alman Partnersย 
    ย 
    #wealthexperiencepodcast #almanpartners #truewealth #rebelnation #marketingmargaritasย 

    • 55 min

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