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Finding the right Adviser
Is your Financial Plan not firing? It's not your fault. You need to use Specialists.
We can help you..
Why you need Specialists
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Are your Finances not as good as they should be? The Financial Industry wont help. They are in business for themselves. Brokers and Financial Planners want all your business. You have multiple needs. A single bank or insurance company does Not have all the best solutions. You need options. You are different.
To get ahead you need specialised help from experts.
It doesn't cost you a cent more to use a specialist. But you could lose a fortune by relying on a "Jack of all Trades". Use only Experts who Specialise.
We at Strategic Alliance know from thirty years of experience that to get the job done properly, you need people who are focused, skilled and specialists. We have an outstanding team. Our Alliance allows us to find you the best and most appropriate Planner for your particular need. We have no ties, loyalty or bias to any company or adviser. Our task is to help you.
Find out more in this Financial Planners Guide
Strategic Alliance
Question: If you went to your doctor and he diagnosed a torn knee ligament, would you let him operate? Would he refer you on to a specialist? Would that be an Orthopedic surgeon or a cardiologist? We believe in the same principle, identify the problem or shortfall and then appoint the qualified specialist to solve it. Be that for your possessions, your medical, death, retirement, Estate plan or your business insurance. Our selected panel of Financial Planners are all experienced and qualified. They act on your behalf and are accountable to you. We offer oversight and control. They do not work outside their speciality.
For more information Call us at: 060-845 4487
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Call us at: 060-845 4487
What Our Clients Say
“All the parts fit together...”
“Our business and home were always lumped together as a single risk. We now have isolated all the business risk from our personal stuff. We are properly protected and feel a lot safer.”
Les Juby
Web Developer, IT Specialist
“The best part is we are spending less...”
“Our previous brokers were trying to do everything themselves resulting in in-efficiencies. With specialised planning we were able to improve our cover as well as reduce premium costs..”
K McGeer
Franchise Principle
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