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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.
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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 pitfa…
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DINK Diaries: Navigating Life as Double Incomes, No Kids
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26:19
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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 …
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Accelerate Your Growth: Borrowing to Invest
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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…
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Tune in to our latest episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, 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…
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Accounting and Life Experiences: Young, Gay and Regional
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In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, Teneale & Kelsey are joined by the ever-vibrant Geoff O’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 Chambe…
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In the latest episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, “Cashless Society,” 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 cash…
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In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, 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 di…
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In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 - 𝐓𝐡𝐞 𝐆𝐢𝐟𝐭 𝐨𝐟 𝐆𝐢𝐯𝐢𝐧𝐠: 𝐏𝐡𝐢𝐥𝐚𝐧𝐭𝐡𝐫𝐨𝐩𝐲, 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 – philanthropy. Join us as we ex…
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Dive into the world of marketing mastery with our latest episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 – 𝐒𝐨 𝐘𝐨𝐮 𝐓𝐡𝐢𝐧𝐤 𝐘𝐨𝐮 𝐊𝐧𝐨𝐰 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠! 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 sha…
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Dive into the world of legal expertise and entrepreneurial wisdom with our first episode of 2024 on 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞! 𝑺𝒖𝒛𝒂𝒏𝒏𝒆 𝑩𝒓𝒐𝒘𝒏, 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 region…
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Lending: First Home Buyers with Karen Hall
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51:43
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Karen Hall, award-winning mortgage broker and owner of Action Finance joins Kelsey & Teneale for an insightful interview, in the latest episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 – 𝐋𝐞𝐧𝐝𝐢𝐧𝐠: 𝐅𝐢𝐫𝐬𝐭 𝐇𝐨𝐦𝐞 𝐁𝐮𝐲𝐞𝐫𝐬. Covering First Home Buyers offerings, repayments, deposits, and the benefits of having a mortgage broker in your corner, Karen simplifies the daunting proc…
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𝐻𝑎𝑣𝑒 𝑦𝑜𝑢 𝑒𝑣𝑒𝑟 𝑤𝑜𝑛𝑑𝑒𝑟𝑒𝑑 𝑤ℎ𝑎𝑡 𝑎 𝑝𝑎𝑟𝑡𝑖𝑐𝑢𝑙𝑎𝑟 𝑓𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑡𝑒𝑟𝑚 𝑚𝑒𝑎𝑛𝑠? Welcome to 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, “Decoding the Jargon,” where we decode the complex financial world! Kelsey & Teneale are joined by Alman Partners Creative Director, Kerri Wallace in this episode as they look to unravel the mysteries behind the jargon, making it accessible to all. But hold…
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𝐖𝐡𝐚𝐭 𝐢𝐬 𝐲𝐨𝐮𝐫 𝐡𝐨𝐭 𝐭𝐢𝐩 – 𝐰𝐡𝐚𝐭 𝐬𝐡𝐨𝐮𝐥𝐝 𝐈 𝐢𝐧𝐯𝐞𝐬𝐭 𝐢𝐧!? Join Teneale and Kelsey in this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 as they explore the most crucial investment you can make. It's not about stocks or real estate; it's about investing in yourself! 𝐻𝑎𝑣𝑒 𝑦𝑜𝑢 𝑒𝑣𝑒𝑟 𝑡ℎ𝑜𝑢𝑔ℎ𝑡 𝑎𝑏𝑜𝑢𝑡 𝑡ℎ𝑒 𝑝𝑜𝑡𝑒𝑛𝑡𝑖𝑎𝑙 𝑒𝑎𝑟𝑛𝑖𝑛𝑔𝑠 𝑦𝑜𝑢 𝑐𝑜𝑢𝑙𝑑 𝑎𝑚𝑎𝑠𝑠 𝑡ℎ𝑟𝑜𝑢𝑔ℎ𝑜𝑢𝑡 𝑦𝑜𝑢𝑟 𝑐𝑎𝑟𝑒𝑒𝑟? Your hosts dive int…
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Financial Tips I wish I could give to my 18-year-old self
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We’ve all had that thought – ‘I wish I did that when I was younger!’ Join us on the latest episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 - “Financial Tips I wish I could give to my 18-year-old self,” as we take a journey through time to explore the invaluable financial tips, we wish we could impart to our 18-year-old selves. Whether you're a teenager stepping into …
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The Struggles of Financial Success for Women
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21:48
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“𝐴 𝑤𝑜𝑟𝑘𝑖𝑛𝑔 𝑚𝑢𝑚 𝑖𝑠 𝑘𝑖𝑛𝑑 𝑜𝑓 𝑙𝑖𝑘𝑒 𝑠𝑝𝑖𝑛𝑛𝑖𝑛𝑔 𝑝𝑙𝑎𝑡𝑒𝑠. 𝑌𝑜𝑢 𝑗𝑢𝑠𝑡 𝑛𝑒𝑒𝑑 𝑡𝑜 𝑢𝑛𝑑𝑒𝑟𝑠𝑡𝑎𝑛𝑑 𝑎𝑡 𝑡𝑖𝑚𝑒𝑠, 𝑦𝑜𝑢 𝑐𝑎𝑛 𝑙𝑒𝑡 𝑡ℎ𝑒 𝑝𝑙𝑎𝑠𝑡𝑖𝑐 𝑜𝑛𝑒𝑠 𝑓𝑎𝑙𝑙 𝑑𝑜𝑤𝑛 𝑎𝑛𝑑 𝑡ℎ𝑎𝑡’𝑠 𝑜𝑘.” In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 - 𝐓𝐡𝐞 𝐒𝐭𝐫𝐮𝐠𝐠𝐥𝐞𝐬 𝐨𝐟 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 𝐟𝐨𝐫 𝐖𝐨𝐦𝐞𝐧, Teneale & Kelsey have a candid conversation, exploring the multifaceted challenges that women face in managing traditional r…
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Why People Don’t Seek Advice...But Should
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What value would you put on receiving professional financial advice? Do you understand the value an adviser brings to you and your life? Wait a second, what does a Financial Adviser actually do? In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 - 𝐖𝐡𝐲 𝐩𝐞𝐨𝐩𝐥𝐞 𝐝𝐨𝐧’𝐭 𝐬𝐞𝐞𝐤 𝐚𝐝𝐯𝐢𝐜𝐞…𝐛𝐮𝐭 𝐬𝐡𝐨𝐮𝐥𝐝, Teneale & Kelsey discuss the value of financial advice and some of the reas…
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In 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 – 𝐈𝐧𝐝𝐞𝐱 𝐚𝐧𝐝 𝐄𝐒𝐆 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠, hosts Teneale Laister & Kelsey Dent are joined by Investment Specialist (Strategy and Research) Libby Newman from Vanguard Australia. Vanguard is one of the world's largest investment management companies, offering a wide range of investment options and superannuation to investors and financial advise…
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How would you feel if your investments fell 20% overnight? Kelsey & Teneale discuss managing emotions with investing in this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 – 𝐏𝐮𝐫𝐬𝐮𝐢𝐧𝐠 𝐚 𝐁𝐞𝐭𝐭𝐞𝐫 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞. The hosts break down ten crucial points that pave the path for a better investment experience, including taking a long-term approach, controlling costs a…
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What is the link between a healthy lifestyle and wealth? In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 - 𝐓𝐡𝐞 𝐇𝐞𝐚𝐥𝐭𝐡/𝐖𝐞𝐚𝐥𝐭𝐡 𝐂𝐨𝐧𝐧𝐞𝐜𝐭𝐢𝐨𝐧, Teneale & Kelsey dive deep into the fascinating intersection of well-being and financial prosperity. In a 2022 study by the Money & Mental Health Policy Institute, a staggering 63% of individuals revealed that their ability …
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In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞, 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑷𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝒇𝒐𝒓 𝑩𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝑶𝒘𝒏𝒆𝒓𝒔, Kelsey and Teneale, as they delve into the common challenges faced by business owners and how their professional and personal lives intertwine. Setting goals is crucial for any entrepreneur, but what happens when your business becomes your only retirement plan? Kelsey and…
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Join Kelsey and Teneale in this thought-provoking episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 - 𝐏𝐬𝐲𝐜𝐡𝐨𝐥𝐨𝐠𝐲 𝐨𝐟 𝐌𝐨𝐧𝐞𝐲. Delving into the emotional aspects of money management, they emphasize the importance of financial literacy, and explore the profound influence of psychology on your financial decision-making. In a world where money plays a central role in our live…
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Did you know that 33% of young adults (18-21 year olds) use finfluencers for their financial information? What’s worse is that only 3% of these are qualified! In this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 - 𝐊𝐢𝐝𝐬 & 𝐌𝐨𝐧𝐞𝐲, Teneale & Kelsey discuss practical tips on teaching your kids about money, and how to ensure they are receiving reliable information. Gett…
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Personal & Professional Development in Business
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Join Teneale & Kelsey as they speak with Minds Aligned owners, coaches & facilitators Nick Bennett & Rowena Hardy in this episode of 𝐖𝐞𝐚𝐥𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞. Discussing topics such as personal and professional growth, leadership styles and women in the workforce, Nick & Rowena share their ‘why’ and their goal of helping individuals reach their true state…
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In this thought-provoking episode of Wealth Experience, hosts Teneale and Kelsey delve into the financial dilemma faced by many individuals: Should they prioritize saving for the future amidst rising living costs, or focus on paying down debts due to increasing interest rates? With the uncertain economic climate, it becomes important to determine h…
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How does delayed gratification play into your finances? In this episode of Wealth Experience, Teneale & Kelsey discuss the marshmallow test, Buy Now Pay Later services, and discussing money practices in relationships. Stanford marshmallow experiment - WikipediaBy Alman Partners Pty Ltd
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Join Kelsey & Teneale as they speak with Retirement Expert Barry LaValley, on all things retirement. Learn more about Barry and his work: Barry LaValley – Coaching Buy Barry's latest book, "So You Think You Are Ready to Retire" - So You Think You Are Ready to Retire? US Version: What You REALLY Want To Know Before You Take The Leap! (US Edition): L…
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