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APEX PRIVATE WEALTH MANAGEMENT
financial consultants
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
Investment
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.
Insurance
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
Profile
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.
Credentials
- B.Soc.Sc (Hons.Econs)
- Chartered Life Underwriter®
- CERTIFIED FINANCIAL PLANNERTM
- Chartered Financial Consultant®
Testimonials
“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
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.
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
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
