If you would like to provide financial planning advice and/or lending services to your accounting clients, you value support from peers, and are looking for a specialist Licensee with experience in assisting businesses to deliver an integrated advice experience we may be able to help you. We value first and foremost putting the client first in everything we do, and as a result our Licensee offer provides broad choice, strong compliance and governance support and programs designed to measure and improve the client experience delivered by all members in our network.
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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 for Accounting practices consists of: