Biz Neden Farklıyız

Türkiyede çok az finansal danışmanvar. Son istatistikler şöyle:

?%ürün sağlayıcıları için çalışıyor
?% kendi ürünlerini öneriyorlar
?% finansal planlamacıların çok azı iyi olarak değerlendirildi
?% komisyon almamayı seçti

SPL den alınan lisanslar

Sermaye Piyasası Lisansı sahipliği vardır.

Türmob Üyesi

Serbest Muhasebeci Mali Müşavir^TM.

Sigorta Brokerliği

Danışmanlarımız sigorta brokerliği lisansınıa sahiptir.

Finansal Planlayıcı

Finansal Plan'daki bütün finansal planlamacılar dernek üyesidir ve Etik Kurallarına ve Mesleki Uygulama Kurallarına uygun faaliyet göstermektedirler.

The CERTIFIED FINANCIAL PLANNER® designation is recognised as the highest standard for financial planners globally. It combines strict experience guidelines with a Masters level education program and a Code of Ethics. In Australia the CERTIFIED FINANCIAL PLANNER® designation is overseen by the Financial Planning Association.

Well-Rounded Experience

Our collaborative team offers the depth and breadth you need to navigate life's decisions. For many of our clients, we operate as their personal CFO, simplifying their lives by providing clarity and answers to the myriad of financial decisions they face every day.

Comprehensive Analysis

Efficient financial planning requires a close look at more than just account values and years to retirement. Our team assesses your insurance coverage, cash flow, investment strategy, real estate portfolio, and more. We review each area within the context of your current situation and long-term goals.

Objective Advice

As an independent firm, we do not have a vested interest in specific products or services that can bias our judgment or recommendations. And since our compensation is completely independent of insurance or investment decisions you may make, we can be completely neutral in our analysis of your situation.

Personalized Service

We are a boutique firm and we thrive on building long-term relationships with our clients. Our process is an opportunity for us to get to know our clients exceptionally well. Annuity Strategic prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.

Valuable Tools

Most financial advisors offer clients tools to help manage their future. But few offer both proprietary tools AND personal coaching to help you use them. We help you understand how to use the tools effectively and efficiently to meet your specific needs.

Annuity Strategic took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease.

Paul MarshOnix Creative - Business Owner

They listened to what I want to achieve for a secure retirement & have guided me towards an investment plan which is balanced for growth & security.

Kathy CSelf Funded Retiree

Annuity Strategic advisors have a formidable background in financial planning. They complement each other in providing first class financial advice. Their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group.

Peter WilsonIT Professional & Business Owner

I have been highly impressed with their recent retirement plan & start to enjoy some of the fruits of our working life. Chris & Mark were able to provide me with the impetus to take the next step which could have been delayed without quality financial advice.

Dr. Kevin AdamsSelf Funded Retiree

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