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Managing Wealth & Legacy

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Managing Wealth & Legacy

As parents, we wish to give the best to our children. This includes ensuring that our hard earned money and accomplishments are passed to them or our loved ones as desired. Legacy Planning is one of the most important yet often overlooked tasks a parent should do, just like insurance, to ensure their loved ones are well protected and taken care of.

Tune in to Legacy Planning tips from Apex to get started. Apex also organizes other webinars of interest to families. These include retirement planning and investment webinars where finance professionals share tips on how we may grow our wealth. Stay tuned for the monthly updates.

Family saving money and putting coins into piggy bank

Join the Apex webinar series to learn how to get started. Let Apex unravel for you in layman terms, the intricacies of the various schemes and terms you need to know.

Apex Private Wealth Management is a group of advisor representatives representing PIAS, specialising in providing customised solutions for clients.  

APEX runs by a client-centric philosophy and believes that every client deserves not just the best advice, but also the most ideal advisory experience, giving each client his unique Financial plan from its wide range of products and services. 

Every APEX advisor has been thoroughly trained on all aspects of financial planning. Working with Apex allows you to tap onto its expertise, from investments to retirement planning. 

As well as advising on wealth management strategies, Apex also conducts public and corporate educational seminars on a whole array of wealth and financial matters. It has conducted over 300 seminars and corporate talks yearly, with the aim to spread financial planning knowledge. Popular topics include Retirement Planning, Investment Portfolio Construction, Market Outlook, Risk Management Strategies, Estate planning etc.

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