22 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.

    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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    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 #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.
    ย 
    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 #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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    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 #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.
    ย 
    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
    ย 

    • 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 
    ย 
    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 
    ย 
    Podcast โ€” Rebel Nationย 
    Rebel Nationย 
    Wealth Experience: Podcast - Alman Partnersย 
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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
    Family Loans & Gifts

    Family Loans & Gifts

    Dive into the world of legal expertise and entrepreneurial wisdom with our first episode of 2024 on ๐–๐ž๐š๐ฅ๐ญ๐ก ๐„๐ฑ๐ฉ๐ž๐ซ๐ข๐ž๐ง๐œ๐ž! ๐‘บ๐’–๐’›๐’‚๐’๐’๐’† ๐‘ฉ๐’“๐’๐’˜๐’, the dynamic Director and Commercial Solicitor at McKays Solicitors, Mackay, joins hosts Teneale & Kelsey for an electrifying conversation.
    Get ready to be inspired as Suzanne shares her remarkable journey as a regional business leader and her stellar achievements as a commercial solicitor. From navigating complex legal landscapes to empowering entrepreneurs, Suzanne's insights are invaluable.
    But that's not all! The discussion extends to the delicate yet vital topic of lending and gifting to family members, offering practical advice and thought-provoking perspectives.
    Don't miss out on this engaging episode as we kickstart a season filled with enriching discussions and invaluable insights. Tune in now to Wealth Experience!
    ย 
    McKays Solicitors (mckayslaw.com)
    Wealth Experience: Podcast - Alman Partnersย 
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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.
    Alman Partners True Wealth | Expert Financial Advice | Mackay & Brisbane
    AP Direct Invest - Alman Partners
    ย 
    #wealthexperiencepodcast #almanpartners #truewealth #mckayslaw #familyloans

    • 40 min

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