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Apogee

Overview:

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.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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