How to become a client
Choosing a financial adviser need not be daunting even though you are entrusting someone with your entire financial affairs. It is for this reason that we recommend you take a moment to learn how we can meet all of your needs and objectives.
Is Alliance the right firm for me?
Alliance has developed an area of specialty delivering a personalised, timely and truly professional service to very time poor people. Our clients include medical specialists, executives, business owners, self funded retirees and some charities.
We encourage you to see what existing clients say about us and go through some of the client case studies to ensure we are the right fit for you.
You are also welcome to contact some of our existing clients directly to find out more about us. However, you will need to contact us directly to find out who has given us permission to give out their personal details.
Frequently asked questions
The Financial Planning Association has various guides to assist those seeking financial advice. Click here to download the FPA's guide.
Some of the questions we commonly hear include:
- Exactly who am I dealing with?
- How are the staff remunerated?
- Is it a commission based firm?
- What experience and qualifications do the management and staff have?
- Will I have continuity in the relationship I develop?
- Is the organisation "product" or "service" oriented?
- Is the proposed fee structure totally transparent?
- Will I be locked in to a service or can I leave with short notice?
- Will the firm clearly report on how they are meeting my objectives?
- Will the advice be tailored for my specific circumstances?
