Your Money: Blog Alman Partners

6 Common SMSF Mistakes & How to Avoid Them

When it comes to setting up a Self-managed super fund (SMSF), there are some common mistakes that a lot of people seem to make. These points are too often excluded from the conversation and should be clearly considered before setting up an SMSF in the first place.

Happy senior couple reviewing retirement plans on a laptop with guidance from a trusted financial adviser.

Act now and retire with confidence!

How much do you need to retire? When should you start planning? Join Katrina as she looks into these interesting questions.

Piggy Bank and Calculator at Alman Partners

Top 10 Investment Guidelines

The media would have you believe that a successful investment experience comes from picking stocks, timing your entry and exit points, making accurate predictions and outguessing the market. Is there a better way?

The Wine Lovers’ Guide to Investing

Savouring a vintage wine is one of life’s great pleasures. But often overlooked in the joy of consumption is the carefully calibrated journey from grape to glass. Similar levels of care are critical to good investment outcomes.

Piggy bank under an umbrella with coins – financial advice on financial security and protection

An Ever-Vigilant Guardian

Alman Partners has just undergone its 8th annual audit and successful renewal of our CEFEX certification.

6 Behavioural Biases Affecting Investment Decisions (Update 2023)

“I can calculate the motion of heavenly bodies, but not the madness of people”
Sir Isaac Newton, 1720

Financial advisor consulting a client – financial advice consultation for wealth management

The Alman Partners ‘AP’ Way – Part 2

Following on from last week’s article, join Steve as he explains how Alman Partners have established an amazing culture, with The AP Way – Part 2.

Receptionist handing financial documents to a client – financial advice and personalised client services

The Alman Partners ‘AP’ Way

When a company has a great culture, when you experience it, you know it instantly. Steve explains how Alman Partners’ have established an amazing culture.

Hessian sack spilling out Australian banknotes and coins – Financial advice on secure savings, emergency funds, and wealth accumulation

Super Changes for FY 2023/2024

Another financial year has passed, and a new one has knocked on our door with changes. Join Veronika as she takes a look at some of the changes to superannuation.

Alman Partners Balanced risk and reward concept with burlap sacks on a wooden seesaw—essential financial adviser strategy for smart investments.

Creator of Modern Portfolio Theory: Harry M. Markowitz

Harry M. Markowitz, an economist who changed traditional thinking about buying stocks, sadly passed away this June. Veronika looks into his revolutionary theory on risk & return – the Modern Portfolio Theory.