trust us for life

About Apex
Private Wealth Management

Your Trusted Financial Partner

About APEX

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 VISION

Continuously striving to be a leading and outstanding organisation in the financial industry, with caring and professional associates. To be fully committed to a high standard of ethics and professionalism and to maintain at the forefront of changes in the financial industry.

OUR MISSION

To enhance the betterment of individuals and families; to assist them in maximising both their economic and social well-being which are restricted by limited resources. This is made possible by providing them with high-valued professional advice and services in preparation for both planned and unplanned events of their life.

Our Holistic approach extends beyond financial services by our continual engagement in educational seminars, workshops, coupled with social and charitable events both with the community and abroad.

OUR PHILOSOPHY

We believe that the existence and continual existence of the organization is only deemed meaningful provided that a set of principles that is much coherent to our mission statement is strictly adhered to. This set of principles will govern the primary operations of our agency and partners, whom we are proud to call associates.

OUR ACHIEVEMENTS

2017 ACHIEVEMENTS

Champion – Top Large Branch of the Year for Life Insurance
Champion – Top Large Branch of the Year for Life Insurance (new business)
Champion – Top Large Branch of the Year for Recruitment
Highest Number of MDRT qualifiers in PIAS 2017
1 out of 4 advisers made it for the Prestigious Million Dollar Round Table
Top 3 FSMs – Recruitment – Champion
Top 3 FSMs – Recruitment – 2nd Place
Top 3 FSMs – Recruitment – 3rd Place
Top 3 FSMs – Total Sales – 2nd Place
Top 3 FSMs – Life Insurance (New Biz) – 2nd Place
Top 3 FSMs – General Insurance – 2nd Place
Top 3 FSMs – Life Insurance – 2nd Place
Top 3 FSMs – Life Insurance (New Biz) – 3rd Place
Top Producers Award – General Insurance – Champion
Top Producers Award – Life Insurance (New Biz)
Top Producers Award – Group Insurance – 3rd Place
Top Producers Award – Life Insurance – 3rd Place
Top 3 New Producers Award – Total Sales – 2nd Place

2016 ACHIEVEMENTS

Champion – Top Large Branch of the Year for Total Sales
Champion – Top Large Branch of the Year for Life Insurance
Champion – Top Large Branch of the Year for Life Insurance (new business)
Highest Number of MDRT qualifiers in PIAS 2016
Top Number of Award Winners in Platinum Club
Top Number of Award Winners in High Performance Club
Top FSMs – Total Sales – Champion
Top FSMs – Life Insurance – Champion
Top FSMs – Life Insurance (NEW) – Champion
Top FSMs – Investments (NEW) – 1st Runner Up
Top FSMs – General Insurance – 1st Runner Up
Top 3 Producers for General Insurance – Champion

Congratulations to our APEX Million Dollar Round Table Qualifiers 2018

APEX Million Dollar Round Table Qualifiers for 2018

Our 2018 Rome Convention Qualifiers

2018-rome-convention-qualifiers-web

Our New Advisers

New Advisers 2018
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