Subscribe to Updates



MA Program

You can carve out a career of significance with us. Learn more about the Management Associate Program.
Read More...

Get in Touch

Write to us. Kindly enter your Name, Email & Message. We'll get back to you soonest.



Latest News Updates

  • We firmly believe in the process of continual financial education. This is why we constantly search for high quality information and contents and share them with our clients. Also check this page for the latest in the financial industry and more. Stay in the loop with us!

Learning Center

Welcome to the Learning Center, proudly brought to you by the team at Strategic Alliance.

We are firm believer that the process of continual financial education is key to helping our clients make wise and astute personal financial decisions. As such, we will be constantly bringing you articles and resources that will be useful and relevant to you and your family. Do subscribe to our updates by sending us your email using the form on the left of this page.

Excuse me, are you an independent Adviser?

An article from The Straits Times, Saturday June 26, 2010.

A financial adviser who claims to be so may not be telling you everything. (Read more)

The Art of Negotiation: 5 Tips from Top Businesswomen

Recently Penelope Trunk stirred up debate on BNET by offering three terrible pieces of career advice women give each other. Among them: learn to be a good leader from business books. She argues that most business books are written by men who just don?t understand the unique challenges facing women. (Read more)

Introduction to Real Estate Investment Trusts (REITs)

For those who wondered, what are REITs, and why I am so confident in putting REITs in my portfolio to grow my assets. (Read more)

Very important to get right Shield Plan

AIA Healthshild Gold B paid $128 of $5,959 bill. Reply from AIA, Oct 24th 2009, Straits Times. (Read more)

Immediate action and attitudes to navigate through the crisis

Published with permission from Chio Lim Stone Forest

The need to ensure survivability is paramount in today's climate, and reviewing various aspects of a business becomes more urgent and is a good start. Businesses that subject themselves to rigorous examination and are prepared to adapt their business and corporate models may uncover interesting opportunities in today's environment. Small and medium enterprises (SMEs) especially are able to enjoy the advantages of "small is beautiful" - in being nimble and lean - to react to changing tides and stay afloat. (Read more)

A comfortable but not lavish retirement

Surviving a retirement without a big pension that never runs out isn't easy, but its possible with sensible tweaking along the way. (Read more)

6 Reasons why a planned Business Exit Strategy is needed

Every businessman begins with a dream of what a successful business will mean to his family's lifestyle. The predominant thoughts of a business owner has been about how to make a profitable business. For the same reason, there are in fact 6 reasons why as a business owner, you need to look into your exit strategy. (Read more)

Equities are lower risks than fixed deposits

Now, if I were to use a chart, I would show the MSCI World Index. This is an index that measures the performance of stock markets around the world. With this chart, I'll be able to show you that if you take any 12-year period over the last 30 years... (Read more)

How much of what you own is really yours?

Here is a presentation of the breakdown of your income. (Read more)