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financial consultants

Expert Advice For All Your Personal Wealth Planning

Professional Financial Consultants

Apex Private Wealth Management is a group of advisor representatives representing PIAS that specialises in providing customised solutions for our clients.


At Apex, we place our clients at the centre of everything we do. 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.

Our Services


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.

Education Planning

Children’s Tertiary Education Planning

With the increase in tertiary education fees over the years, planning your child’s education over the next 10 or even 20 years can be a daunting task. Next to buying a home, a child’s education is the largest expenditure most parents will incur. The key to providing your child with the best education, is to plan in advance.


Personal Insurance

At Apex, we seek only to provide the most suitable insurance solutions for your needs, and with the widest range of products and services available, we are more than up to the task. 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.

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.

Retirement Planning

Retirement Planning

Singaporeans are being advised to put aside more of their own savings and investment, especially for retirement. When it comes to saving for retirement, few can afford not to start saving now. Retirement is something where most of us look forward to. But the question is, “Do you have enough to have a Golden Retirement?”.

Senior Financial Services Director

Alan Tang


Alan heads Apex Private Wealth Management, the Top branch of PIAS, with more than 80 financial advisers. He has more than 20 years of experience in the Wealth Management Industry.

Having done numerous talks for corporations, unions, ministries and statutory boards, Alan is a revered speaker in the financial seminar circuit. He is not just effective in delivering the message, but his lessons will help you understand and improve management of your personal finance.

  • B.Soc.Sc (Hons.Econs)
  • Chartered Life Underwriter®
  • Chartered Financial Consultant®

“Mr Alan’s talk is very interesting and useful. It gave a clear picture on the choice of retirement plan. I cleared my doubts by attending this talk. I will defintely recommend my friends to attend and benefit from his talk.”
– Hu Fang

“I’m glad to attend the session. I would have made the wrong choice for my CPF Life Plan. Now I can make better decision. Also beneficial on the CPF Top-Up scheme. Alan is very practical and talk facts.”
– Joycelyn Tan

“I really benefitted from the 2-hour sharing by Alan Tang. Alan has opened ourselves to understand the in-depth insights of using our CPF and savings. Alan shared many tips in how we can better use our savings.”
– Richard Yeo

What Our Clients Say About Us

Client Testimonials

  • 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.
    Dr Yeo Tee Joo Cardiology National University Hospital
  • 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.
    Yasodha Kanagasundram (Ms) National Healthcare Group Customer Service Officer
  • 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.
    Alex Ng Technical Manager Infineum Singapore Pte Ltd
  • 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.
    Yam Mern Wen Senior Architect
Public Seminar

My Happy Retirement

Retirement planning isn’t easy. You may have a million and one questions left unanswered about how to retire comfortably.


What are the latest updates to CPF Minimum Sum, CPF Life & CPF Medishield Life and how it will impact you, and complement your Retirement Funding?


How to protect your Retirement Funds from inflation and risk!


Tax saving strategies via SRS for Retirement Planning.


How to better utilize your CPF Medisave!


Anyone Above 40 years of age.
Anyone nearing retirement.
Anyone who would like to know how CPF system works.

My Retirement Seminar

Exclusive Fine Dining Event

Date: 2 May 2018
Time: 6.30pm to 9.30pm
Venue: NUSS Suntec Guild House
3 Temasek Boulevard (Tower 5)
#02-401/402 Suntec City Mall
Singapore 038983
Fee: $10 per pax and we need minimum 24pax to go ahead

Public Seminar

Special Legacy & Estate Planning Seminar

Will Writing, Lasting Power of Attorney & Legacy Plannings

What is a Will?

Your will takes care of your concerns when you are not around. Lasting Power of Attorney takes care of your concerns when you are around!

A legacy or liability?

What do you want t leave behind for your loved ones?
We will show you the ways of preserving your wealth before distributing it in a systematic manner.

Seminar Topics

Mental Incapacity Act
The importance of writing a Will
Complications of not drawing a Will
Protection against long-term care needs
Introduction to Intestate Succession Act
Creating a Legacy through Life Insurance
Naming beneficiaries in your insurance policies CPF Nominations
Maximise wealth and pass on your legacy through generations

Special Legacy & Estate Planning Seminar

(Open for registration)

Date: 12 May 2018
Time: 9.30am to 12.30pm
Venue: Singapore Council of Women’s Organisations
96 Waterloo Street, Singapore 187967

Exclusive Fine Dining Event

Will Writing, LPA & Legacy Planning

Date: 16 May 2018
Time: 6.30pm to 9.30pm
Venue: NUSS Suntec Guild House
3 Temasek Boulevard (Tower 5)
#02- 401/402 Suntec City Mall
Singapore 038983
Fees: $10 per pax and we need minimum 24pax to go ahead.

Public Seminars

Other Events

Our Other Upcoming Events
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