If you value being part of a peer network and have a passion for delivering exceptional value to clients, we may be able to help you. We believe in putting the client first in everything we do, which is why we provide broad product choice, expert practice management advice, programs designed to measure and improve client experience, and strong governance and compliance support. The majority of the businesses in our network provide comprehensive financial planning advice, as well as providing or facilitating all other financial services, including personal and commercial lending, accounting and general insurance advice and services.
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Through our unique licensee offer, Apogee provides flexible and tailored solutions to help you as a proactive and progressive business owner to grow your successful advice business.
The Apogee licensee offer includes: