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Comprehensive Financial Advice & Services

Financial Planning is the process of meeting your life goals through proper management of your finances. It is necessary to improve the standard of living, decrease the probability of financial crisis, to protect your investments and to accumulate wealth over time.

You can be assured that your needs will be met by our customised plan and personalised service. Our quality advice and services includes, but is not limited to the following areas:


1. Wealth Protection


2. Wealth Accumulation


3. Wealth Preservation


4. Wealth Distribution

Personal Financial Advisory

Apex Wealth Enhancer

Apex Wealth Enhancer

The Apex Wealth Enhancer (AWE) is a complete, fully integrated suite of financial software. Our innovative financial planning tools are built around the 4 pillars of financial management; wealth accumulation, protection, preservation and finally distribution, all built into one revolutionary software in building a complete financial plan for your life. Through the APEX 6 Step Process, our advisors will draft your blueprint and help you navigate through the financial maze. Sign up for a one now!

Children's Tertiary Education Planning

Children's Tertiary Education Planning

With the increase in tertiary education fees over the years, planning your child’s education in the future can be a daunting task. But the key to providing your child with the best education, is to plan in advance. Now, with the ever-rising education costs, the importance of planning ahead for your children to reach their full potential cannot be further emphasized enough. The APEX Wealth Enhancer (AWE) Tertiary Education Funding Module can help you in analysing the funding required, in mulitple countries of your choice! With every expenses taken into account, even inflation and airfare, many of our clients have benefited by having a clearer picture on what is the funding required for a top-notched education. Together with APEX, we can provide you and your children to have an early head start even before they start schooling and planning of their education funds.

Insurance

Insurance

At APEX, we seek to only provide the most ideal insurance solutions for your needs.
The Apex Wealth Enhancer (AWE) Program has a Risk Management Module that is unique as it is able to quantify the risk that you are exposed to in terms of income protection and survival needs. With the AWE program, you can be assured that we got you covered. Need coverage but constrained by budget? Let us source the most suitable yet affordable plan. Specific needs for your life protection? We offer customised solutions because everyone is unique. With us, you can set your mind at ease.

General Insurance Services

General Insurance Services

At Apex, we take care of all your insurance needs through life’s various milestones. Our suite of comprehensive general insurance plans allows us to offer you protection while you’re on holiday, on the road, at home and even when you least expect accidents and injury to happen. They say life happens when you’re busy making plans. Why not get all your plans covered by us – so you’re free to make the best of life happen.

Investment Planning

Investment Planning

Successful investing begins with setting out clear measurable goals. Investment planning is an important component of Financial Planning. Our life planning process will help you to identify your short, medium and long term financial goals. Investment planning is a process that begins when you are clear on your financial goals and objectives. Our Financial Planning process is designed to help you get clear on how to match your financial resources to your financial objectives. By helping you set out clear and measurable goals, we can match the most suitable mixture of investments to each specific goal in the most efficient way. From the outset it is important to build a strong foundation and as your circumstance change, we can help you make any necessary adjustments to keep you on track.

Legacy Planning

Legacy Planning

Some of us are not aware of the adverse consequences of not having a valid will when we pass on whereas the rest of us are simply procrastinating. A clearly written will is another form of reassurance for your loved ones. It shows that you care for them and enables you to pass on your last instructions to them.

Writing a will is an important and yet often neglected part of financial planning. At Apex, we work with law firms and Trust companies to refer will writing services or setting up a Trust. Show your love ones that you care for them. Contact us for more information.

Retirement Planning

Retirement Planning

Retirement is something where most of us look forward to. But the question is, “Do you have enough to have a Golden Retirement?” In Singapore, even the Central Provident Fund (CPF) system needs more planning to supplement to your dream retirement. A well implemented retirement plan can help improve your retirement cash flow and they also protect your most important assets. So be rest assured and let us help you to plan your retirement together while you enjoy your fruits of labour.

Corporate Financial Advisory

Business Insurance

Business Insurance

We protect your company from any unexpected situation with our range of additional Business Insurance plans:

•Burglary
•Combined General Liability
•Commercial All Risks
•Consequential Loss
•Contractors & Erections All Risks
•Directors & Officers Insurance
•Equipment All Risks
•Fidelity Guarantee
•Fire
•Marine Insurance
•Money Insurance
•Plate glass
•Professional Indemnity Insurance
•Products Liability
•Public Liability
•Trade Credit Insurance
•Work Injury Compensation

Business Succession Planning

Business Succession Planning

What will happen to your business if one of the major shareholders were to pass away suddenly? Will you be prepared to welcome the demised shareholder’s spouse as your new business partner?

It is never too early to start thinking about your succession plan. Together with our partners, we work with you on having a shareholders' agreement in place. We provide for contingencies, and also to ensure smooth transition to your successor.

Corporate Pension Scheme

Corporate Pension Scheme

We specialise in delivering defined contribution employee retirement plans to multi-national companies and expatriates through our investment platform.

Our provider has helped many multi-national corporations set up and administer pension plans to achieve their HR objectives. We have over a decade’s experience in upgrading plans, transferring overseas plans to Singapore for tax and cost efficiency and establishing new arrangements to maximise human capital for our clients. Through innovative solutions and our unique position to offer a one-stop solution, you can attract, retain and reward top talents equitably.

Employee Benefits Scheme

Employee Benefits Scheme

Your employees are the drivers behind your business. We work with you to ensure comprehensive protection for your employees.

We provide packaged and customised solutions for Group Term Life, Corporate Medical Plans, Corporate Accident & Disability Plans Cover.

Business Keyman Protection

Business Keyman Protection

Business protection planning aims to help ensure the continuation of the business by financially compensating a business for the death or disability of one or more of their key employees. A keyperson is anyone whose death or major illness or disability would have a serious effect on the business’ financial status and future profits; they are not necessarily a significant shareholder. The problems associated with the loss of a key person fall into one of the following four main areas:

Loss of profits
Loan protection
Management buy-outs
Sole proprietors

We work with out clients to identify the problems and to provide appropriate product solutions.

Golden Handcuff

Golden Handcuff

We can help you retain your key assets by leveraging on insurance tools to accumulate a sizeable pension fund, while at the same time provide additional coverage on your key employees or their family members.

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