trust us for life
About Apex
Private Wealth Management
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
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
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
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
APEX achievers 2023