About Great Alliance
Great Alliance was founded on 21st of July 2003 by a group of visionary leaders in the business of financial advisory and agency management.
Since then, we have grown to 15 agency groups with 50 leaders and over 300 financial consultants.
Through our leaders’ dedication to our people and our clients, we have managed to forge lasting relationships.
Our Values
At Great Alliance, we value service before self where our leaders groom the next generation of financial professionals, and our people serve with utmost good faith.
We aim to Be the Best by keeping relevant to today’s constantly changing industry standards.
When our clients establish a relationship with us, we ensure professionalism at all stages.
As a group, teamwork keeps us going stronger. Which is why, we leave no man behind, and always Achieve as One.
Our Vision
We aim to be a leading financial services group, focused on relationships, helping people and businesses achieve security, build wealth and realise their goals & dreams.
Our Mission
We are dedicated to providing the highest quality, professional financial services and best financial solutions to our customers.
Our People
Our representatives are well valued by their clients for their professionalism and efforts in promoting the industry’s best practices. They are well versed in the field of Financial Planning, Wealth Management and Estate Planning.
Awards & Accreditation
國際龍獎 IDA
The International Dragon Award (IDA) was set up by IMM International during the second Worldwide Chinese Life Insurance Congress (WCLIC) of 1998. Through an objective evaluation and verification, it honors insurance and financial service professionals and endorses their outstanding achievements.
Chartered Life Underwriter/S
A Chartered Life Underwriter® (CLU®/S) is a financial professional with extensive knowledge of life insurance.
Million Dollar Round Table (MDRT)
MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
Certified Financial Planner
CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.
Chartered Financial Consultant/S
The ChFC®/S designation program covers the top challenges of a financial consultant. Through a college-level curriculum focused on practical application and case studies, designees gain expertise in the long-standing fundamentals of the field and in today’s most in-demand specialized financial consultant services.
Associate Estate Planning Practitioner
The AEPP® courseware and accreditation is a practical, field-tested program that was specially designed to address the growing needs for such specialized skill.
The accreditation of AEPP® is awarded by the Society of Will Writers of the United Kingdom and the Estate Planning Practitioners Limited (EPPL).
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