APEX Insurance Brokers offers financial planning services through our partnership with AFM Advisers Pty Ltd (AFM), a long established financial advisory practice who will support us in providing you with a higher level of financial planning services.

Under our referral arrangement, financial planning services will now be provided to you by AFM as a corporate authorised representative of Apogee Financial Planning, an Australian Financial Services Licensee.  AFM specialises in providing corporate superannuation, personal and business insurance advice to clients. We are confident that this association between APEX Insurance Brokers and AFM Advisers will greatly enhance our total service offer by now being able to offer the complete suite of insurance products to protect both your business and the people essential to it.

AFM’s Commitment To You: AFM is committed to help you in providing the right solutions to protect you future, that of your family and if necessary, the future financial security of your business with integrity & professionalism through advice in the following areas:

Business Insurance Program

• Buy Sell Agreements
• Key Person Insurance
• Business Expense
• Employer Group Plans
  

Personal Insurance Program

• Life and TPD Insurance
• Trauma Insurance
• Income Protection

• Corporate Superannuation
• Personal and Self Managed Super Funds
• Retirement Planning
• Investments
  

In addition we offer an on-going monitoring and review service of your Investment Portfolio or Risk Insurance Program. We will only recommend an investment or insurance product to you after considering its suitability for your individual investment needs, objectives and financial circumstances.

For more details, or an obligation free chat or visit their website www.afmadvisers.com or call AFM on:

Sydney Office: 9363 9511
Central Coast Office: 4367 8075    

AFM Advisers Pty Ltd is an authorised representative of Apogee Financial Planning Limited, Australian Company Number 056 426 932, an Australian Financial Services Licensee with its registered office at 105-153 Miller Street, North Sydney, NSW 2060