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Consultancy in Banking to Individuals and Non-Financial Insitutions

Your banking and investment journey with Strategic Push starts with a complete understanding of your personal needs and financial objectives, as well as your preferred level of engagement with our investment experts. This is the base we build together to understand your risk appetite and then define your wealth management strategy.

You choose how to shape the allocation of your portfolio across a full range of asset classes and we are able to support you with ideas and broad market analysis to help you achieve your financial objectives. This powerful combination gives you independence and a close personal involvement as you build the investment strategy that meets your needs.

Working with us gives you privileged access to Strategic Push’s vast knowledge base of investment analysis, as well as high-conviction investment ideas inspired by the in-depth research process led by the investment experts to help you in your decision-making process.

In this way we help you gain access to:

  • Having unbiased financial advice customized to your circumstances and goals
  • Having the thousands of financial products available in the market narrowed down.
  • Capitalising on suitable financial solutions your financial plans reviewed and updated regularly.
  • Accessing our in-house banking and investment expertise to manage your wealth.
  • Saving time and effort with the help of your one-stop fintech-enabled financial services capabilities
  • Receiving tips on how to better manage your finances.

Consultancy in Insurance

Our insurance consulting experts work with leading insurance companies, including property and casualty insurers, life insurers, health insurers and reinsurers to develop practical solutions to their most pressing strategic challenges.

We offer a wide range of expertise to help our clients adapt to a changing insurance market and boost their businesses in the short-term while positioning themselves for long-term success.

We provide a wealth of services to address our clients’ financial needs, from giving advice on creating a savings plan for retirement for individuals , addressing health challenges, to guiding corporate and business entities on which policies can safe guard their organisations from various uncertainties.

Our primary function is to assess the financial situation and needs of our clients and provide advice and guidance on how to achieve short- and long-term goals.

We guide you from the stage of what insurance policy is needed, purchasing insurance, to claims settlement in the areas of both general and life insurance.

Our consultants are qualified to advise our clients on the policies stated bellow:

  • Commercial and Private Motor Insurance
  • Data Breach Insurance
  • Directors and Officers Liability Insurance
  • Professional Indemnity
  • Group Life Insurance
  • Group Personal Accident
  • Workers Compensation
  • Group Health Insurance
  • Key Person Insurance
  • Commercial and Private Property Insurance
  • Agriculture Insurance
  • Travel Insurance

Our Clients depend on our advisors to serve in their best financial interests and help them to make the right money moves for their lives.