trust us for life

About Apex
Private Wealth Management

Your Trusted Financial Partner

About APEX

Apex Private Wealth Management is a group of advisor representatives 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

2022 ACHIEVEMENTS

Top Group Total Sales 1st Runner Up
Top Group Life Insurance (New Business) 1st Runner Up
Top Group General Insurance 1st Runner Up
Top Large Branch Total Sales 1st Runner Up
Top Large Branch Life Insurance (New Business) 1st Runner Up
Top Large Branch General Insurance 2nd Runner Up
Top Small Branch Total Sales 4th Runner Up
Top Small Branch Life Insurance (New Business) 1st Runner Up
Top Manager Award Total Sales Champion
Top Manager Award Life Insurance (New Business) Champion
Top Manager Award General Insurance 1st Runner Up
Top Producer Award Total Sales 4th Runner Up
Top Producer Award Life Insurance (New Business) 4th Runner Up
Top Producer Award Total APE 3rd Runner Up
Top Recruitment Award Branch Recruitment Champion
Top Recruitment Award Manager Recruitment Champion
Top Rookie Award Total Sales 1st Runner Up

2021 ACHIEVEMENTS

Top Group Total Sales 1st Runner Up
Top Group Life Insurance (New Business) 1st Runner Up
Top Group General Insurance 1st Runner Up
Top Large Branch Total Sales Champion
Top Large Branch Total Sales 4th Runner Up
Top Large Branch Life Insurance (New Business) Champion
Top Large Branch Life Insurance (New Business) 2nd Runner Up
Top Large Branch General Insurance 3rd Runner Up
Top Manager Award Total Sales Champion
Top Manager Award Total Sales 1st Runner Up
Top Manager Award Total Sales 2nd Runner Up
Top Manager Award Total Sales 3rd Runner Up
Top Manager Award Life Insurance (New Business) Champion
Top Manager Award Life Insurance (New Business) 1st Runner Up
Top Manager Award Life Insurance (New Business) 2nd Runner Up
Top Manager Award Life Insurance (New Business) 4th Runner Up
Top New Producer Award Total Sales 1st Runner Up
Top New Producer Award Total Sales 2nd Runner Up
Top Recruitment Award Branch Recruitment 2nd Runner Up
Top Recruitment Award Branch Recruitment 3rd Runner Up
Top Recruitment Award Manager Recruitment 1st Runner Up
Top Rookie Award Total Sales 1st Runner Up
Top Rookie Award Total Sales 4th Runner Up

 

Congratulations to our
APEX achievers 2023

2023achiever-copy
Quick Contact Form

Send us your enquiries here for a quick reply.

Not readable? Change text. captcha txt
Language »