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.
Joseph Teo has been my financial planner for more than 3 years and I have been very satisfied with his services and approach during this period. Being a busy professional, it is difficult trying to juggle work and finances on top of other commitments. Joseph provides a reassuring presence and maintains an excellent balance between updates on pertinent changes in the financial situation and the need for regular reviews. During our meetings, Joseph makes it a point to explain jargon and terminology in a patient and easily understood manner. Furthermore, he doess not hesitate to take additional time to clear any doubts and ensure that all issues are clarified. In addition, he sends out weekly informative emails on up to date issues that make for good reading. Coupled with an attention to detail, I would recommend Joseph highly as a financial consultant.
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.
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.
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.