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I'm an accountant

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:

  1. Specialised Business Support Services
    • Support to provide one integrated client experience across accounting and other financial services including an integrated accounting and financial planning process.
    • Incorporating the integrated client experience into your existing offer and delivering to clients
    • A dedicated team supporting the development and execution of strategic alliances to support you to effectively acquire new clients.
  2. Peer networking
    • Specialist networking events for Accounting partners and principals
    • Access to Apogee annual professional development events, bringing like-minded accounting and financial planning peers together.