We are your financial life partners
We believe that for every client, everyone deserves not just the best advice, but also the most ideal advisory experience.
Professional Financial Adviser Representatives
At Apex, most of our Apex Financial Adviser Representatives have attained or are progressing towards their professional certifications, a testimony to the focus on continuing education and professionalism of the team.
All our new Financial Adviser Representatives are required to attend a compulsory 5 days induction program conducted by PIAS, followed by a 3 months practitioners workshop conducted internally to ensure that our clients will receive a consistent level of financial planning advice.
Apex Private Wealth Management and Apex Consultancy are two of the larger groups representing PIAS that specialises in providing customised solutions for our clients. At APEX, we are committed to our client-centric philosophy. We believe that for every client, everyone deserves not just the best advice, but also the most ideal advisory experience. With the widest range of products and services, we specialise in creating the custom solutions for every individual clients. You are unique, so should your Financial Plan.
Every of our advisors has been thoroughly trained on all aspects of financial planning. Working with Apex allows you to tap onto our expertise, from investments to retirement planning. Our insistence on quality advice ensures only the best for our clients.
As well as advising our clients on wealth management strategies, Apex also conducts public and corporate educational seminars on a whole array of wealth and financial matters. We have conducted over 300 seminars and corporate talks on a yearly basis, with the aim to spread the knowledge on financial planning . Popular topics include Retirement Planning , Investment Portfolio Construction, Market Outlooks, Risk Management Strategies, Estate planning etc. You’re certainly welcomed to join us at our monthly in- house talks!
By becoming your Trusted Advisor, we aim to be your partner for life.
Our Achievements in 2017
Customers who talk about us
I am glad to know Kelvin Poh first as a Financial Planner who had serviced me in my financial planning for the past 3 years since 2009. I am impressed with his professionalism and dedication to see through my financial report and he never failed to take the time to explain the details to me. He had helped me to re-structure my insurance Plans to increase my coverage yet able to lower my premium to allow for more savings. I would strongly recommend Kelvin to whoever that is keen to find out how he can help you to develop a Financial Report and advice you on your health coverage enhancement as well as investment advice for retirement purposes.
I was apprehensive about service of financial consultant prior to meeting Sally Low. I have not heard from them after the purchase of the unit trust. Sally’s professional financial advice service has truly change my perception if dedicated financial consultant really exist. She not only periodically contact me on rebalancing my investment profile and insurance coverage, but also have gone extra miles in become a personal friend for my family members. My family appreciate Birthday and New Year greetings from Sally and also the invitation of the quality movie session. Sally, I will say I can count on you in years to come.
Angie Ng Siew Yean is my financial planning consultant. She has been most helpful by assisting me in the planning of my retirement funds. With her astute and knowledgeable skills, I manage to attain increased profits as well attribute to my well-being. She is indeed a valuable asset to your company and I wish her the best in her future endeavours.With this in mind, I will strongly recommend Angie as my professional financial consultant to my family and friends locally and worldwide..
Jois Lim has provided consistently good and valuable financial advices and services to me, even at her busiest times over the past 10 years. She treats every case, request and queries with equal importance and is very professional in provide advices. She has always been the first person whom I will call for advices when I’m planning for any investment or when my family members are in need for insurance related advices. She and her advices have became an essential part my decision making and my family member’s decision making in financial and insurance related affairs.
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