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About Apogee

Apogee has a proud history as a network for advice professionals adhering to the highest quality standards in the industry. We are an exclusive boutique network of approximately 100 advice groups across Australia.

For more than 20 years, we’ve been partnering with financial planners, accountants, and other professionals, many of whom operate their own specialised practices, to develop tailored solutions in many different areas of advice. Our goal is simple: we work with you to understand your goals and support you to achieve peak performance. This allows us to be a client first network for professional advice businesses.

We take the time to get to know your business and act as a coach and partner, guiding and motivating you to help you realise your ambitions.

We expect all members of our network to actively engage with their network peers and to always put the client first in everything they do.

The Apogee adviser network consists of progressive, highly motivated business owners, many of whom operate integrated or specialised practices. This allows them to provide advice around all of your personal and business needs, including:

  • Investment and wealth management
  • Financial coaching and empowerment
  • Superannuation
  • Self-managed superannuation options
  • Retirement planning
  • Transitioning to retirement
  • Personal and business insurance
  • Personal estate planning
  • Business succession
  • Debt solutions and structuring
  • Aged care services
  • Working with other professionals to assist with accounting, lending, general insurance and legal solutions.

Being a part of the MLC and NAB networks, Apogee advisers can draw on the resources and expertise of these financial market leaders.

The Approved Product List is a list of products that have undergone due diligence by research professionals.

Apogee advisers can recommend products from the APL knowing that they stand up well in comparison to other products in the market, having successfully passed through a stringent upfront review process and ongoing monitoring.