WHO WE ARE
Apex Private Wealth Management and Apex Consultancy are two of the larger groups 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.
Headed by Mr Alan Tang, an industry veteran with over 20 years of financial services and advisory experience, APEX’s financial consultants have consistently been recognised among the company’s Best Consultants.
Every of our consultant 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.
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.
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.
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.
Apex Achievements & Accolades in 2017
Champion – Top Large Branch of the Year for Life Insurance
Champion – Top Large Branch of the Year for Life Insurance (new business)
Champion – Top Large Branch of the Year for Recruitment
Highest Number of MDRT qualifiers in PIAS 2017
1 out of 4 consultants made it for the Prestigious Million Dollar Round Table
Top 3 FSMs – Recruitment – Champion
Top 3 FSMs – Recruitment – 2nd Place
Top 3 FSMs – Recruitment – 3rd Place
Top 3 FSMs – Total Sales – 2nd Place
Top 3 FSMs – Life Insurance (New Biz) – 2nd Place
Top 3 FSMs – General Insurance – 2nd Place
Top 3 FSMs – Life Insurance – 2nd Place
Top 3 FSMs – Life Insurance (New Biz) – 3rd Place
Top Producers Award – General Insurance – Champion
Top Producers Award – Life Insurance (New Biz) – 2nd Place
Top Producers Award – Group Insurance – 3rd Place
Top Producers Award – Life Insurance – 3rd Place
Top 3 New Producers Award – Total Sales – 2nd Place
Most of our Apex Financial Consultants 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 consultants 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.
Financial Services Director
Chartered Life Underwriter®
CERTIFIED FINANCIAL PLANNER
Chartered Financial Consultant®