Our focus
Our focus is what sets us apart from the rest. We are not a financial adviser to the masses and we do not offer any services that we are unable to be the best at. Rather, our clear preference is to do fewer things very well.
How we help our clients
- We provide the highest quality technical superannuation and personal financial planning advice to our clients and clearly document the financial benefits.
- We carefully manage personalised portfolios of investments for these clients and clearly track our performance against their desired objectives.
What we know about but choose to refer to others
Although the management and professional staff at Alliance are trained in all aspects of financial planning, we have chosen to specialise in areas that we have a significant competitive advantage.
Services that we do not provide, but actively refer to others include:
- Risk / Personal life insurance services
- General insurance
- Mortgages / Personal lending services
- Accounting or Audit services
- Legal advice
