Our mission is to help successful professionals put their financial situation in order, make smart financial decision and build their wealth. Our typical clients are professionals across all industries including doctors, pharmacists, accountants, engineers and IT professionals. We understand that they work hard for their wealth and strive for financial success but are time poor. Our services are designed by keeping the above in mind and to fit for their hectic lifestyle.
At Wealth Alliance, our financial planning process is personalised, holistic and comprehensive. Its about developing a range of strategies to help you manage and enhance your financial affairs, to protect and create your wealth, and to assist you in achieving your goals and aspirations.
We are a privately owned advisory firm and do not have any contractual obligations with any product providers or banks.